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Ready to engage robo-shields. Make it so.
Report recommends advisers reconsider fees and boost client experience in battle with robo-advisers.
Catching the next technology wave
The convergence of broadband wireless, Internet accessibility, smartphones and all the services that get wrapped around them is dramatically changing the way consumers interact with businesses and vice versa. Known as the “mobile Internet,” this fourth major technology wave is creating ...
Wells Fargo Advisors names mobile and online chief
American Express and J.P. Morgan Asset Management vet McConnell tapped to lead new position at WFA Digital.
Getting serious about how you use mobile technology
As smart phones and tablets become the norm, winging it no longer makes the cut; you need policies and procedures for running a mobile business. Here are some tips.
How to grow an advisory business with technology
Tech may not drive an adviser's profitability, but it's essential to building a practice
How technology is transforming financial advice: Schwab's Hathi
Mobile lifestyles, evolving models and new competition for the delivery of advice are driving big changes in the RIA business.
Biting the tech bullet
Despite scarce resources, advisers are increasingly boning up on technology, or hiring young employees more comfortable with it.
Survey results draw a picture of tech-savvy advisers
Leading trends include greater use of compliance software, a re-balancing response to robo advisers and figuring out mobile.
Robo startup will work with advisers exclusively
UpsideAdvisor.com's platform is designed to attract mass affluent interested in low-cost investing, but who may also want access to advisers' investment advice.
Advisers seek balance between client service and automation
Effective communication takes place when the receiver interprets the sender's message in precisely the fashion in which the sender intended it, according to The American College's “Fundamentals of Financial Planning” textbook.
Teaming up takes 24/7 pressure down
Talk about client expectations in the age of always-on connectivity. Milad Taghehchian, a wealth management adviser with Pioneer Wealth Group, recalls a client who needed help one weekend setting up a surround-sound system at her home. She texted an associate at Mr. Taghehchian's firm and asked her
Be a robo-adviser, the human way
Personalized financial advice should take cues from the robo-adviser trend/
SIFMA warns investors will pay for Finra CARDS plan
SIFMA chief Bentsen says new rules will mean either higher fees or fewer services.
Industry icon is enthusiastic about technology
Harold Evensky is an icon. The co-founder of Evensky & Katz Wealth Management is an influential champion of the fee-only, planning-first business model that's increasingly shaped the way financial advice is delivered to mom-and-pop investors. But you knew all that. What might be less well-known is
HD Vest launches tax analysis tool for advisers
The 1040 Analyst tech tool matches individual client data to tax-advantaged financial strategies.