Keeping Up With the Robo-Race
Efforts to help advisors beat back potential competition from robo-advisors continues this year with two recent offerings—one born of a collaboration between Vanare and NestEgg Wealth, and another from social media company Hearsay Social.
Why Advisors Attend Conferences Now: Next-Gen Recruiting
And who is helping advisors with this mission? As shown by its words and actions, TD Ameritrade stands out.
Financial Technology M&A Deals: Will Advisors Win or Lose?
TA Associates and NorthStar; Fidelity and eMoney; SS&C and Advent—the list goes on. Here's how advisors can assess these deals' implications.
Fidelity, Schwab Custodial Platforms Take Center Stage as T3 Kicks Off
Fidelity Institutional unveiled its new WealthCentral Technology bundle for breakaway advisors, and Schwab added Redtail CRM and an Orion service to its OpenView Gateway.
PE Firm TA Associates Acquires Majority Stake in NorthStar Financial
Management of CLS Investments, Gemini and Orion will remain, looking to complement organic growth with the private equity firm's capital and expertise in acquisitions.
TD Ameritrade Launches 4 Initiatives at National Conference
TDAI chief Tom Nally also vows company will remain “focused and vigilant” on advocating for the fiduciary standard.
Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
Morningstar’s iPad App Aimed at ETF, Mutual Fund Investors
New apps, data integration offers more access and information to users.
Top Portfolio Products: New China Bond, Buyback-Themed ETFs
New products focus on e-commerce in the emerging markets and more.
Beating Robos at Their Own Game: Advisors Fight Back
The robo-advisor threat to human advisors is real, so it’s time for traditional advisory firms to join the digital revolution, say financial technology experts.