Betterment Allies With Fidelity to Launch Betterment Institutional for Advisors
Platform promises robo-advisor tools and efficiency to allow advisors to serve current clients and attract prospects; will be a practice management option for Fidelity RIAs.
Reading the Data on the Bright Future of Online Advice
A poll found investors are more likely to use human advisors, but also expect to use more online advice. What's your take on the data?
Clearing Firms Join the Robot Race
Robo-advisors and other new technologies are transforming the clearing space.
NFL's 49ers Strike Deal With Robo-Advisor Wealthfront
Team will pick up advisory fees on first $100,000 invested by front-office employees and former players, to whom Wealthfront will provide financial education.
As Kleintop Leaves LPL for Schwab, Will Morale Suffer?
The latest high-profile departure from LPL "does not bode well" for staff morale, says one recruiter; others disagree.
21 Best & Worst Robo-Advisors for Client Transparency
Paladin Registry grades 21 big online advisors on how well they provide clients with critical information, like fees, on their websites.
Are You an ‘Internet Adviser?’ A 10-Year-Old SEC Rule Predated Robo-Advisors
SEC Rule 203A-2(e) governs registration requirements for advisors delivering advice by the Internet. Here’s how to stay compliant with this foresighted rule.
Robo-Advisors: What You Can Learn From Their Technology
To begin, robo-advisors generally excel in their overall website experience, especially as it relates to describing their offering to prospects, and there's more to learn.
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.