AI Platform Trawls Internet for Bond Data
Bitvore is a “continuous analysis engine,” according to CEO Jeff Curie.
Robo Clearing Firm Apex Taps Envestnet's Fiske to Head Retail Ops
Ron Fiske joins Apex, which clears for robo-advisors like Betterment, from Envestnet and will head its retail operations.
Betterment Now Offers Human Advice, Restructures Fees
The largest independent robo-advisor now offers 3 services: digital, digital plus and premium.
Momentum Growing for Robotics at Asset Servicers
Across the asset servicing industry, software robots are already improving efficiency and de-risking manual processes.
How to Regulate Hybrid Robos
How should robos be regulated when they combine technology with human advice or sell their technology to advisors for use in their practices?
Can a Robot Be a Fiduciary?
A new regulatory model is needed for today's — and tomorrow's — robo-advisors.
Everplans: A Tech Tool That Could Be an Estate Planning Game-Changer
The user-friendly website has applications for advisors looking to improve service and attract new clients.
6 Ways Business ‘Gurus’ Can Lead Advisors Astray
Beware of “business school” MBA principles that aren't tailored to independent advisory firms.
Raymond James Unveils Robo-Advisor
The firm says its more than 7,100 indie and employee reps will have access to the innovations by year-end.
Morgan Stanley to Cut Fees, Keep Commissions Despite DOL Doubts
While speculation about the fiduciary rule abounds, the wirehouse insists it will decrease conflicts of interest and redundant offerings.