The Indie Robo-Advisor: A Doomed Business Model?
Bigger competitors and growth-hungry venture capitalists are bearing down on software-only "eRIAs," but there may be a way out, Cerulli says.
Is Going Robo the Secret to Growing Your RIA?
As Tina Powell of Beacon Wealth launches SheCapital, an automated service for women, experts discuss how, and whether, to use robo-advice to reach more clients.
BlackRock Snaps Up FutureAdvisor: Could Wealthfront or Betterment Be Next?
As the fifth-largest robo-advisor is bought, “all eyes are now on Wealthfront and Betterment” as the next acquisition target, advisor techie Bill Winterberg says.
What Wealthfront’s Attack on Betterment Is Really About
The real competition for Wealthfront is with “the other 99.9% of industry assets that aren’t managed by ANY robo-advisor," says Michael Kitces.
Technology and Wealth: The New Wealth Manager
When Charles Schwab introduced the retail version of its robo-advice offering in early March, Executive Vice President Naureen Hassan said the company had received 28,000 inquiries on the offering, Schwab Intelligent Portfolios, since it was announced last fall.
Wealth Managers Must Be High-Tech and High-Touch
Many robo-advisors are aimed at younger, mass affluent investors. But boomers and high-net-worth clients like tech tools, too.
How to Take Over a $1 Billion Practice
The anatomy of a high-stakes Morgan Stanley practice acquisition.
Three Myths About Liquid Alts
A recent Aite Group study looks at major misconceptions regarding liquid alternative funds.
Advisor M&A, the Alpha Way
What separates the best from the rest is of particular concern to advisors seeking to extract value from the practices they've devoted their careers to.
Dead to Rights: Insurers Struggle to Award Beneficiaries
When insurance agents were personally acquainted with their customers, it was fairly simple to be sure death benefits were paid. Now, not so much.