Technology
Technology
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Low-cost competition will force fee-based advisors to restructure how they are compensated, said Brian Leitner, senior vice president of practice management at Mariner Wealth Advisors.
October 2 -
Debate over the role of robo advice turns on whether DIY millennials are a market worth chasing.
October 2 -
There is a large gulf between some of the overly simplistic applications on the market today and those that are much more comprehensive; RightCapital could occupy the middle ground, columnist Joel Bruckenstein says.
October 1 -
As technology grows more complex, advisory firms must ramp up their expertise.
October 1 -
Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including where the buck stops when a sales assistant makes a cybersecurity mistake.
October 1 -
New digital tools can help advisors identify and connect with prospective clients no matter where they are.
September 30 -
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Advisors usage of social media includes platforms like Pinterest, where they showcase lifestyle-oriented content to their clients and potential clients.
September 29 -
There are three types of advisors when it comes to embracing technology, says the advisor organization: early adopters, those who will follow peer success, and those who wait until the last minute.
September 29 -
Exclusive: CEO Adam Nash says his firm has no plans to diversify into a business-to-business model.
September 28 -
It's not about social media, it's about being visible when the prospective client has a goal or a need you can help with, says author David Meerman Scott.
September 28 -
United Capital plans for a white label version of its financial life management platform and the firm will be announcing an acquisition of a robo solution in the fourth quarter.
September 23 -
Commentary: The first wave of robo advisors went too far in denying any impact from volatility which is just plain incredible, writes Daniel Satchkov, president of risk modeling firm RiXtrema.
September 23 -
Viewership and engagement is not evenly distributed. Being online doesn't mean clients will see the content.
September 22 -
Market volatility is a special challenge for all fintech companies that connect consumers with digital products: how to handle a highly emotional event with a product that doesn't specialize in human interaction.
September 21 -
Celent says "advisors and firms have no choice [but] to continue to adapt to client demands, which is increasingly a digital delivery."
September 18 -
Millennial job seekers want companies that offer employees the latest tech tools. But are IT departments prepared for these hyper-connected workers?
September 18 -
Chief Executive Bill Harris says data alone is not enough for financial advice.
September 15 -
Commentary: SigFig's data compiled after the August correction shows that 27% more investors panicked that week than they did in October 2014.
September 14 -
Robo advisor seeks to add a piece of the $4.6 trillion market to its business.
September 11





