LPL Launching Robo-Advisor This Month
The digital platform, Guided Wealth Portfolios, already has $14 million in assets and more than 700 clients.
Data Leak at Anthem Contractor Hits 18,000 Medicare Members
Compromised information includes names and Social Security numbers.
Defending Your Digital Data: Part 1
Cybersecurity is becoming less esoteric for advisors – something that’s avoided or relegated to IT personnel to handle. Increasingly, it has become front-page news.
Hire Top Next-Gen Advisors to Address Next-Gen Issues
The changing face of business often means new skills or new opportunities that may be uncomfortable. For many advisory firms, the looming challenge is modernizing their offices.
Personal Capital, PeerStreet Announce Integration
Real estate investment platform PeerStreet announced Tuesday that it has integrated with robo-advisor Personal Capital.
Two Ways LPL Plans to Innovate: New Mobile App, Virtual Assistants
At its Focus conference, CEO Dan Arnold shares details about a mobile app for clients and the IBD's experiments with “Uberization.”
How to Make Cash-Heavy Clients’ Portfolios Work Harder
After managing multiple savings accounts at various banks, Gary Zimmerman realized there was an easier way to strategically invest his cash by utilizing technology.
iCapital Adds Morgan Stanley to Big-Name Investors
Along with the investment, Morgan Stanley will extend iCapital’s proprietary technology and services to its advisors and their clients.
Mobile Bank Startup Eyes National Bank Status
Varo Money applied for a national bank charter, setting the stage to be the first mobile-native bank to go national.
How Artificial Intelligence Might Help Advisors
This cutting-edge technology is definitely starting to have its impact in a number of industries and professions.