Technology Articles

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HD Vest Enhances 1040 Analyst Tool

by FA Staff

Based on advisor feedback since its launch in June, HD Vest has now added 12 new functions to the tax analysis tool.

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Consumers Expand Sources Of Investment Advice, Survey Says

by FA Staff

Consumers have increasingly sought investment advice from financial professionals, technology and employer-based programs over the past two years, according to a new study.

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LPL Adds Goss Wealth Management To Platform

by FA Staff

Based in Louisiana, Goss Wealth Management manages approximately $520 million in client assets.

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Short And Sweet

by David Lawrence

Many advisors are embracing the idea that shorter financial planning reports are better.

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A Major Overhaul

by Joel Bruckenstein

Here’s what users of Black Diamond can expect in coming months.

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Slow-Growth Debate

by James Picerno

Are lower returns and higher correlations the new normal for investors?

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Financial Advisor Becomes Robo-Advisor

by Jeff Schlegel

iQuantifi is a fully automated virtual advisor run by a former client-facing financial advisor.

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How Financial Advisors Can Compete With The 'Robos'

by

Advisors should remember that the current competitive threat is tiny, but they can start to compete in a few ways.

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Robo-Advisor Personal Capital Raises $50 Million

by FA Staff

Another robo-advisor, Personal Capital, has raised multimillions in private-equity financing to fuel its growth.

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Robo-Advisor Wealthfront Raises $64 Million

by

Wealthfront, a Palo Alto, Calif.-based investment-management service geared toward young professionals, said on Tuesday it raised $64 million to help build its business.

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