Technology

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  1. Articles

    Hackers have a backdoor way into your system

    Advisers should safeguard their practices as they share sensitive information across multiple third-party platforms and service providers.

  2. Articles

    Betterment catches up to Wealthfront in AUM as robo competition reaches boiling point

    As the robo-adviser movement gains traction and giants such as Schwab and Vanguard flex their muscles in the space, competitors are trying to outmaneuver each other to survive.

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    Microsoft unveils Windows 10, but advisers wait to see about security, features

    Like with any software updates, there will be bugs, even on an alluring new operating system.

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    BattleBots: Big firms run past startups in the robo race

    With Vanguard Personal Advisor Services already at $21 billion in AUM, Charles Schwab Intelligent Portfolios just crossed the $3 billion mark — ahead of Wealthfront and Betterment.

  3. Articles

    Marketing tips for the robo component of an adviser's practice

    These are the steps advisers should take to get the word out after deciding to offer an automated investment service.

  4. Articles

    Wealthfront sparks robo price war, drops account minimum to $500

    The combative robo-adviser takes a shot at competitors for their fee structures.

  5. Articles

    A new way for advisers to keep up to speed on clients' life events

    The online tool lets advisers ask clients questions about their biggest life changes without emailing or calling for periodic check-ins.

  6. Articles

    Strategies to help advisers craft better, timelier tweets

    It takes experience to master the art of generating engagement via Twitter, and it starts with understanding your target audience's preferences and usage patterns.

  7. Articles

    Backing up data in the cloud essential to advisers' disaster-recovery planning

    Web-based programs are designed to ensure data security and remote access when emergencies happen.

  8. Articles

    Are robos making clients think that 1% fee is steep?

    Study finds 20% of investors strongly agree that the investment advice by advisers isn't worth the cost.

  9. Articles

    Most investors likely to use robo-advice: Survey

    Overall awareness still low but expected use forecast to climb sharply over next five years.

  10. Articles

    Without data standardization, advisers miss opportunities

    With such an emphasis growing on data, advisers need to be aware of not just what they're getting from their technology, but what's being put into it.

  11. Articles

    Advisers wasting time and money by underutilizing tech

    Wealth management professionals who don't take full advantage of their firm's software programs are at a competitive disadvantage.

  12. Articles

    Capital One joins the hybrid robo movement

    Capital One has jumped head-first into the hybrid robo-advisory movement with the debut of Capital One Investing, a digital platform that pairs its automated investing tools for retail investors with human advisers.The brokerage already has two digital investment platforms: PortfolioBuilder, which

  13. Articles

    The trouble with tech integration for advisers, vendors

    Onboarding a new technology platform or software system is often not what it seems.