Robo-Advisors Are Only the Beginning of a Bigger Digital Shift
Robo-advice is “not a magic bullet for all clients, and it’s not the only digital solution” advisors should consider, Jill Jacques of North Highland says.
LPL Grabs Wells Fargo Advisors’ Tech Chief
Anthony Perkins is tapped to be the IBD's head of technology product development.
Advisors Messing Up on Making Millennials Their Clients, Advisors Say
Fifty-six percent of advisors in Hartford Funds’ Advisor Anxiety Survey said they did less to attract millennials than they did to attract other groups.
Lesson Learned: One New Piece of Tech at a Time
Goal: Add software to become more efficient. Challenge: Adding more than one at a time can slow you down.
Orion Advisor Services Integrates With Advizr to Streamline Processes
Orion’s portfolio accounting software will feed directly into Advizr’s streamlined financial planning application
Robo-Advisors Will Need Humans — Yes, Humans — to Grow Business: Cerulli
New research from Cerulli shows that consumers are not using technology to replace professionals outright.
FinaMetrica, Redtail Announce Tech Integration
FinaMetrica announced on Wednesday that it is integrating with Redtail Technology to offer FinaMetrica’s risk tolerance scores in the Redtail CRM.
Fidelity National Agrees to Buy SunGard for $9.1 Billion
The deal combines a banking and payment firm with a software maker, while pushing Fidelity into the wealth space.
5 Trends Impacting LPL’s Results & IBD Space
The independent broker-dealer sees M&As, fiduciary matters and lower sales of alternative products ahead.
Google Creates New Company Called Alphabet, Restructures Stock
Ruth Porat, ex-CFO of Morgan Stanley, is set to be CFO of both the new and old firms