New Tech Scam Warning Shows How Vulnerable We Are
Clients — or advisors themselves — might fall prey to a new, clever telephone fraud.
2 Wealth Groups Merge to Form $4.7B RIA Near Boston
Advisor Investments and Braver Wealth Management work as fee-only managers for about 3,000 clients.
Best Finance Tweets of the Month: January 2017
Josh Brown knows how to fill Megyn Kelly’s Fox time slot, Michael Kitces has a handy flowchart and, yes, that’s Evan Thurmond’s real license plate.
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.