LPL 'Has Heard' Advisors on Need to Boost Service, Says President Arnold
The IBD outlines progress it has made and rollouts to come at annual conference.
Robo Technology's Promise Redux: It’s About the Clients, Stupid
Comments on a prior blog lead me to refine my point about who will be the bigger beneficiary of digital advice platforms.
Advisors Must Tell Clients About Their Robo Use, State Regulator Says
Advisors must disclose to clients when they use robo platforms and what services those platforms provide, Commonwealth Secretary William Galvin of Massachusetts says.
Legg Mason Buys Big Stake in Robo-Advisor
The asset manager says the deal will help it boost distribution to partnering advisors coping with new DOL rules.
Waddell & Reed Adds eMoney to Advisor Tech Platform
The broker-dealer, which has about 1,800 advisors, is building a new platform and does not plan to roll out robo-advisor services.
JPMorgan to Adopt Fintech Startups With In-House Incubator
Emerging fintech companies to receive access to funds, network; startups attend "In-Residence" program for six months.
Meet Virtually, Invest Digitally: The New Wealth Management
Virtual reality, digital currency and frictionless trading: how technology innovation is bringing the future closer.
SigFig Raises $40 Million
SigFig, a fintech firm that works with UBS and Pershing, says it now has over $70 million to support its tech work.
UBS Partners With SigFig on Tech Platform
The Americas wealth unit has decided not to go it alone when it comes to digital offerings; no robo-advisor is planned.
Pershing Adds Jemstep Robo-Advisor to NetX360
Advisor-focused robo-advice solution will be available to RIAs and BDs through Pershing's NetX360 platform.