How Real Advisors Can Steal the Robo-Advisors’ Advantage
FlexScore, an in-depth financial scoring system, might help financial advisors get the robots to work for them.
McPlanning? How Franchising Works in the Advisory Space
Briggs Matsko looks to replicate the success of Retirement Security Centers in other markets.
Fiserv Brings Model Portfolio Data to Unified Wealth Platform
'This technology gives investment manager clients access to key metrics about the use, penetration and movement of their portfolios,' says Cheryl Nash, Fiserv’s president of Investment Services.
New Hire Roundup: Aberdeen Adds NYC Office
This week in new hires, MFS Investment Management welcomed Philip Stewart and promoted David Bryant; Leslie Voth was named CEO at Pitcairn; and Michael Millman joined U.S. Bank’s Private Client Reserve in San Francisco.
Stock Picking Goes Social as Stockr, aSpark Debut
Compliance issues be damned: tech entrepreneurs are moving full speed ahead into the finance space with social networking and mobile apps.
Fiserv Launches Online Retirement Illustrator Tool
Fiserv announced Monday a new Web-based tool called Retirement Illustrator, a interactive retirement income planning tool for its affiliated advisors to forecast the range of performance outcomes of a retirement portfolio.
Wirehouses Seen Making Big Push Into Independent BD Space
An industry analyst predicts that several of the wirehouse brokerage firms will soon be entering the independent broker-dealer market—a bold forecast given the wirehouses’ longtime stance against the practice.
Wirehouse Market Share Declines as Firms Focus on Profitability
Wirehouses are continuing to lose ground in asset management market share, but do they even care? A new report from financial services industry research firm Cerulli projects that the four biggest brokerage firms will remain the largest distribution channel by a factor of nearly two.
2010 Q4 Earnings: Fiserv Revenue Edges Up, Profit Edges Down
Fiserv reported Thursday modest increases in revenue for the fourth quarter and for full-year 2010.
AdvisorOne’s 2010 Q4 Earnings Calendar for Financial Sector
AdvisorOne presents a calendar marking expected fourth-quarter 2010 earnings dates for firms of greatest interest to financial advisors.