Schwab, Morningstar Partner to Integrate Custodial Data in Morningstar Office
Schwab Intelligent Technologies is partnering with Morningstar to provide RIA custody data through its OpenView Gateway platform.
Robo-Advisors and Online Financial Advice: The Difference
In the end, does the advice clients get come from a human or a (human-designed) computer algorithm? And why is that important?
I Was a 401(k) Robo-Advisor and Didn’t Know It
There are straightforward ways to work with new and existing clients — and technology — to boost your business.
Merrill’s New Training Could Put Advisors in ‘Sticky’ Situation
The program is intended to help advisors with succession, but it could make it harder for advisors and clients to leave, Mark Elzweig says.
Raymond James Taps Retirement Exec From Janney Montgomery
Frank McAleer, a nearly 30-year industry veteran, comes on board to focus on platform, other tools.
3 Ways Advisors Can Use Social Media Content to Connect With Clients
Sharing compelling content is the most effective way to engage an audience on social media, but don't forget the emotional component.
Junxure Cloud CRM Unleashed
Junxure announced the general release of its cloud-based customer relationship management solution for financial advisors.
A Different Take on the Invasion of the Robo-Advisors
Beyond the hype, what are the investment approaches held by the biggest online advice providers, and which human advisors stand to lose?
Still Trying to Understand NAPFA’s New Membership Rules
I spoke to the fee-only organization’s CEO, Geoffrey Brown, but I remain confused. How about you?
Trade Groups Back Cybersecurity Info Sharing Bill
FSR, SIFMA say cybersecurity act strengthens private sector, government info sharing on cyber threats