Technology

Advice from DoubleLine founder and CEO for competing with the ever-evolving robo landscape? “Work hard.”

For a solution, look to deficiencies found in the Markowitz model, one manager says.

Planners using the latest digital tools report higher AUM than their colleagues, Fidelity says.

The manager allegedly led a $33 million funding round for Scalable alongside the startup’s two existing venture capital investors.

Advances in technology and better informed clients are forcing firms to adapt their strategies to a changed business environment.

Nontraditional offerings are becoming critical for differentiation, says a new Schwab study. Advisers will also need to provide more services for the same fee, says Bernie Clark, head of Schwab Adviser Services.

One of the fastest growing RIAs in the industry, Mercer Advisors expands its tech expertise by bringing aboard Dave Welling, of financial software firm SS&C Technologies.

Money’s not leaving the markets, but rather moving in an “old fashioned” rotation that favors value stocks and small-caps at the expense of tech.

Automate mundane tasks to concentrate on the personalized service that a client values the most, industry experts say.

Everyone wants technology to streamline processes, but clients' complex problems create hurdles to achieving that goal.