Software

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  1. Articles

    Some advisers moving to mobile payment systems to bill clients

    As more Americans demand online billing, some advisers are kicking the tires of mobile payment systems such as PayPal and finding benefits and drawbacks.

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    Advisers must move technology training to the front burner

    When you put together your 2015 technology budget, be sure there's a line item in there for training.

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    What top firms do differently with adviser technology

    Answering the question: What practice-oriented features affect firm performance most?

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    Finra expected to adopt CARDS despite vocal industry resistance

    Opponents like SIFMA and FSI remain wary of the potential costs, customer data security, but Finra asserts that CARDS will help investors.

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    Quarterly video statements may become the norm

    It may not be long before advisers are sending clients a personalized video each quarter that reviews portfolio performance. The technology to customize videos without much effort is increasingly available.

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    Robos need to get on the ball

    The article in InvestmentNews last week, “Robo-advisers say they aren't worried about Schwab,” certainly was curious. One of the industry's 800-pound gorillas announces a competing service that is virtually free to consumers and they shrug it off?

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    Five tax moves made easier with technology

    Five tax moves made easier with technology By Sheryl Rowling Year-end is approaching. If you act before Dec. 31, you just might be able to cut down on your clients' 2014 tax bills. While many of these strategies can be very labor intensive, technology can come to the rescue. 1. Harvest tax losses

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    Schwab tells advisers its online advice platform won't be a threat to RIA biz

    Charles Schwab & Co. defended its move to introduce its own online advice platform at the Schwab IMPACT conference in Denver Wednesday. The retail offering is due next quarter, the adviser version in the second quarter.

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    Charles Schwab's robo-adviser ups the pressure on adviser fee structures

    Advisers charging AUM fees while offering garden-variety investment management services need to reassess their business model and determine what else of value they can provide

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    4 ways automation technology is changing the way RIAs invest

    Betterment founder and CEO Jon Stein says automation helps investors achieve better outcomes by taking irrational emotions out of the picture, improving returns and saving time.

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    Are online investors actually panicking at the sight of market volatility?

    Covestor sees investors tinkering around the edges of their allocations, but not much actual fear

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    Where advisers can find help with social media

    You don't have to go too far to get the assistance you need to leverage today's tech tools

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    Betterment launches robo-adviser for advisers

    Betterment founder and CEO Jon Stein says Betterment Institutional lets advisers get in on the “robo-adviser” game by allowing them to outsource portfolio re-balancing, daily tax-loss harvesting and more.

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    Protecting client information is more than just a computer issue

    Taking every precaution to guard against today's threats means focusing on both physical and electronic security.

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    BloombergBlack honcho John Michel comes full circle with new gig

    Former BloombergBlack honcho John Michel picks up where his last gig left off, and picks up Lebenthal Wealth as a client.