Technology
Technology
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Technology will bring down price. Will advisors fight it or embrace it?
January 23 -
Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.
January 22 -
Compliance and technology hurdles have snarled firms’ efforts to address a longtime gripe.
January 22 -
The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.
January 18 -
The software is powered by analytics previously available only to larger institutions.
January 17 -
Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.
January 17 -
The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.
January 17 -
Some of the biggest changes come when industries collide.
January 16 -
The challenge for Tim Buckley isn’t just managing growth. It’s ensuring they can keep investors’ feet on the ground.
January 16 -
M&A deals have picked up pace as tech firms bring more complex products to market.
January 11 -
The new texting capabilities will roll out on both Apple and Android devices over the next two months.
January 11 -
Advisors reported significant growth in assets under management and expect more of the same in the coming months.
January 10 -
Industry critiques of Wealthfront reflect doubts about first-generation digital platforms.
January 10 -
The popularity of mobile-first investment apps will help automated advice mature, researchers predict.
January 10 -
'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.
January 9 -
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The IBD’s parent has increased its investments in advisory services while other insurers exit the space.
January 9 -
Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.
January 8 -
The milestone cements the dominance achieved by large institutions in the online space.
January 5 -
The independent robo advisor has amassed just over $9 billion in assets under management since launching in late 2011.
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