A battle royale for online deposits
An online war is underway for deposits, as a wide range of players — traditional wealth managers, big banks, digital-only platforms and fintechs — offer high-interest savings and checking through apps...
View ArticleCan Robinhood survive zero-commission trades?
Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.
View ArticleRefinitiv is in the robo game. Now what?
The market information giant provides financial data and infrastructure to more than 40,000 institutions in over 190 countries.
View ArticleWorking for Jud Bergman: What a former Financial Planning editor saw when she...
Inspired by the founder’s unique vision, this journalist leaped to the business side.
View ArticleWiseBanyan's rebrand is more than just a robo exit
Independent investment platforms are projected to lose market share to larger entrants, according to industry data.
View ArticleKitces: Planning software’s biggest blind spot
Technology tools are pitched as time savers, but that’s not how advisors are actually using them.
View ArticleHow Principal is ramping up its wealth management as other insurers exit
The RobustWealth and Wells Fargo acquisitions are boosting the firm’s technology and scale as firms of its type diverge on their approach to a changing industry.
View ArticleIn price war, Merrill Edge goes to zero-commission trades
The move follows similar offers from other major brokerages in the last two weeks, as firms race to woo clients with the lowest-priced products possible.
View ArticleEmployee shakeups hit Silicon Valley startups
SigFig reportedly lays off a percentage of its workforce, while a former Fidelity marketing chief joins Personal Capital.
View ArticleEven in advertising, digital advisors face an uphill battle
Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”
View ArticleThe most pressing danger facing RIAs: Lightning Round with Orion CEO Eric Clarke
While technology has expanded the toolkit for advisors, some still struggle to differentiate their offerings.
View ArticleMarkets are up. Advisor confidence isn’t
Advisors say they have concerns about an upcoming recession, according to a new survey.
View ArticleGoldman’s robo advisor is ready to run
The Wall Street giant has built an automated advice platform and is considering how to release it to the mass affluent market.
View ArticleWaiting for AI’s watershed moment: Q&A with Benjamin CEO Matt Reimer
The technology is poised to upend the industry. Advisors are still waiting.
View Article‘Nothing is stopping’ Google from entering wealth management
The search engine giant copied the partnership approach some fintechs have used to expand their financial product offerings.
View ArticleTD Ameritrade slashes minimum balance for robo advice
The discount brokerage sees the move as a way to attract younger, less affluent investors.
View ArticleAdvisory Firms in 2030: The Innovation Imperative
Gain insight into how our profession is—and isn’t—anticipating evolving client needs.
View ArticleA Schwab-TD Ameritrade deal would shift 'balance of power' in digital advice
The possible acquisition hasn't been announced, but experts say it could reshape automated advice.
View ArticleWhen is it time to sever a tech relationship?
Hint: Make sure vendors follow your roadmap, says Carson Group President Teri Shepherd. Plus: Keeping diverse employees engaged and why the best growth strategies include losing some client services.
View ArticleTech Survey: Robos were expected to overtake planning. Here’s what actually...
The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.
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