Riskalyze Goes Live With Autopilot Platform
The platform lets advisors build model portfolios and assign them to client accounts, then automatically makes trades across multiple custodians.
How to Stop Worrying and Learn to Love Technology
Not only are more advisors adopting technology, those who do are outperforming their peers, a Fidelity study found.
Cetera Rolls Out Insurtech Solution: Tech Roundup
Cetera Financial Institutions announced on Tuesday that it is rolling out a new portal designed to help its advisors simplify insurance purchasing for clients.
American Portfolios Completes TrustFort Acquisition
American Portfolios announced on Friday that it has finalized its acquisition of IT firm TrustFort.
4 Ways Robo-Advisors Improve Client Onboarding
A recent report by Corporate Insight examined the client onboarding process at several leading digital advice platforms.
Why IBM’s Watson Regtech May Not Be Right for Advisors
AI is “whatever five years from now we’ll think is normal,” according to Brian Clark of Ascent.
IBM Releases Watson-Powered Regtech Software
IBM has launched a suite of regtech products powered by Watson, IBM’s artificial intelligence platform, to help financial services firms manage their growing compliance responsibilities.
FINRA Launches Innovation Outreach Initiative
FINRA has established an Innovation Outreach Initiative in an effort to better understand how advances in financial technology affect the industry.
CFP Board Announces Release Date for Draft of New Standards
Advisors will have 60 days to comment on proposed changes to the Board’s Standards of Professional Conduct.
How Much Traction Do Robo Hybrids Have With Investors?
Hybrid advice offerings can help firms add younger clients and serve older clients’ more complex needs.