Are Biometrics Coming to Financial Firms?
Biometric security protocols are widely used in the consumer market but have been slow to take root in the financial world.
Fidelity Unleashes Robo Platform, Fidelity Go, for Retail Investors
The new Fidelity Go platform may be a robo-offering, but the portfolios are managed by humans, not algorithms.
The Evolution of Data Reporting
Earlier this summer, I had the opportunity to participate in a panel discussion on how advisors can leverage internal and external data to make more informed decisions.
Beyond Niche Marketing: Advisory Firms for All Life Stages
By now, virtually all advisory firm owners are well aware of the theory of “niche marketing.”
New Salesforce Tool Helps Financial Institutions Comply With Fiduciary Rule
MoneyGuidePro also released a new fiduciary-focused tool.
How an Advisor's Compensation Structure Affects the Client Relationship
Why a fee-based comp model is more beneficial to the advisor's company, the advisor and the client.
Top Portfolio Products: ARK Launches 3D Printing ETF
The PRNT ETF tracks the Total 3D-Printing Index, which includes 40 stocks in 3D printing and related businesses such as computer-aided design.
What Financial Firms Can Learn From Fitness Trackers
Financial firms that want to offer a better digital experience to their clients should look outside the financial services industry, according to Corporate Insight.
The SEC Investor Advocate’s View Askew: The Illusion of Fee Disclosure
What’s missing in the SEC report are the costs to investors of recommendations by “advisors” who do not have a fiduciary duty.
Wells Fargo Teams With Amazon to Offer Discounted Student Loans
The partnership will cut rates for loans by 0.5% if students sign up for the Amazon Prime membership program.