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Robo-advisers transform from threat to tool
Forward-thinking advisers and robo-advice platforms are finding middle ground that could be a boost for all involved.
NestEgg Wealth acquisition brings white-label robo to advisers
Technology platform will combine digital advice tool with customer relationship management and portfolio management systems.
Morningstar founder Joe Mansueto still dreams big
Morningstar wants to become 'ubiquitous' with investors, according to founder Joe Mansueto. Will their new initiatives turn around the firm's declining share prices and profits?
Fidelity researchers dive into virtual reality with StockCity
Fidelity researchers dive into virtual reality with StockCity, a wearable technology interface for investors to explore the stock market like it were the streets of Midtown Manhattan.
Using technology to change clients who don't want to know anything
Three steps to take to help clients understand their financial situation and investment strategy options.
Merrill Lynch 'goals-based' accounts to reach $200 billion milestone
Merrill Lynch expects its revamped fee-based investments platform to pass $200 billion in assets by next week, notching a milestone in its massive platform overhaul.
Finra survey shows investors want more regulatory protection
Investors want more regulatory protection and are willing to pay higher brokerage costs to get it, a new Finra survey shows.On Thursday, the Financial Industry Regulatory Authority Inc., the industry-funded broker-dealer regulator, released a study showing that 92% of investors say it's important
Investors betting on tech
Friday's Breakfast with Benjamin: Money flowing to technology but record highs mask weakness. Plus: Eaton Vance's big news; BofA's big loss; Home Depot's big data breach; and dreaming big, big, big.
Ron Carson's business is a highflier
Ron Carson's business is a highflier Rigorous use of data keeps firm on top Nov 2, 2014 @ 12:01 am By Trevor Hunnicutt + Zoom Ron Carson says he has no problem finding clients. Nor do most of the top advisers he knows. What the LPL Financial adviser and Peak Advisor Alliance founder has struggled
Reaching out through LinkedIn
In the fall of 2012, LinkedIn announced the launch of its Influencer program, which featured content from the business world's top thought leaders, including Richard Branson, Tony Robbins and Bill Gates. The insights they shared resonated so well with followers that LinkedIn decided to roll out its
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.
TD Ameritrade's Veo dashboard gets boost from big data
Firm looks to capitalize on adviser growth with tech upgrades, but no new robo-adviser in the offing.
Charles Schwab to launch free 'robo'-adviser next quarter
Launching its own online advice platform, Charles Schwab is aiming to make low-cost, web-based advice even cheaper, but some industry watchers say it could rankle advisers who keep assets with the custodian.
Record bets against Japan stocks tell investors time to buy
Short-selling on Tokyo's bourse jumped to the highest on record this month, as the Topix index tumbled 7.7 percent from a six-year high in September.
How should custodian technology influence you?
Picking the right custodian requires analysis of more than just how a custodian executes trades; you must consider reputation, service, pricing, accuracy, etc.
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