Watch breaking news videos and read news updates about Technology on investmentnews.com
WiseBanyan, the free retail robo-adviser, adds first paid service
WiseBanyan, which markets itself as the first free robo-adviser, has announced it will begin charging clients a fee for a new service.
Commonwealth Financial builds its own client management system
Commonwealth Financial Network has created its own CRM to replace its previous Microsoft Dynamic model.
MoneyGuidePro, eMoney bring data entry directly to clients
Two financial planning software firms plan to give advisers option to offload nitty-gritty to clients.
Financial Engines' acquisition of The Mutual Fund Store a turning point in robo debate
Deal is proof positive that online advice platforms will need human advisers to offer a full menu of financial planning services.
What happens if banks make it harder to obtain client data?
As data aggregation moves into spotlight, not all the players might get along.
Financial Engines acquires The Mutual Fund Store for $560 million
The original robo will leverage the RIA to offer 401(k) clients human advisers, according to Financial Engines president and CEO Lawrence Raffone.
Betterment hits $3 billion AUM, blows past start-up competition
Betterment has officially passed the $3 billion mark in assets under management, more than tripling its size from this time last year. Jon Stein, chief executive of Betterment, said it's all because consumers are starting to realize the power of digital advice."We have built a service unlike any
Technology can help advisers manage mutual fund capital gains taxes
Hit this year could be big as many client portfolios are down and funds project steep distributions.
Advisers who up the ante with tech have bigger books of business
Advisers who up the ante with tech have bigger books of business Those who embrace change and use online tools engage more with clients Oct 29, 2015 @ 7:00 am By Alessandra Malito + Zoom Advisers who take advantage of technology tools — anything from video conferencing software to all the features
Study calls out State Street and Invesco to join the robo-game
The ETF “heavyweights” are the ones to watch for a possible platform, according to Silver Lane Advisors.
Periscope the next frontier in social media for advisers?
Periscope the next frontier in social media for advisers? The real-time video platform gives clients another way to get acquainted Oct 28, 2015 @ 12:01 am By Alessandra Malito + Zoom As more advisers start diving head first into the waters of social media, there's a new opportunity not too far off
LPL lays out timetable for robo-platform
Firm hopes to roll out full version to advisers before next annual conference in July.
LPL pushes back robo-adviser launch to mid-2016
Broker-dealer says a beta version will be available in beginning of next year.
Youtube is hot spot for educational videos
Youtube is hot spot for educational videos Advisers should consider posting to the popular web site Oct 27, 2015 @ 12:15 pm + Zoom Joe Bert, founder of Certified Financial Group, in a video he posted on Youtube. Turns out Youtube is more than just a website for music videos and cat clips — viewers
Will Fidelity kill goose that laid the golden egg?
No matter how many times Fidelity Investments tries to reassure eMoney Advisor customers that it is not going to restrict access to the popular software only to advisers who hold assets with the firm, doubts persist.