Technology

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Wells Fargo To Sign On Financial Engines

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Financial Engines is close to a deal to add its online investment advice to Wells Fargo & Co's retirement platform, according to a Wells presentation obtained by Reuters.

Sometimes, Even Techies Want Human Advisors Instead Of Robos, Schwab Says

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While Americans of all ages say technology is a life necessity, many still prefer to interact with people when dealing with their finances—even Millennials, who have grown up with digital...

Company Launches Private-Label Service For Advisors

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An online provider of business valuations and data is launching a subscription service for wealth managers, RIAs and insurance advisors to better prospect for and serve clients.

Beyond E-Signatures

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A truly digital office has higher efficiency, lower costs and stronger oversight.

Getting Juiced About Energy

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Slumping oil prices have roiled the energy sector, but the downturn could be a buying opportunity for investors.

Cetera Rolls Out Practice Management Platform

by FA Staff

Developed by a Cetera's First Allied Securities, the tool is now available to all 11 of its member firms.

Advisors Should Adapt To Robo Programs

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While robo-advisors are disruptive, they don’t spell the end of human advisors, say experts at the IMCA conference.

Interactive Broker Group To Buy SMA 'Robo-Advisor'

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In a deal apparently partly inspired by the growing “robo-advisor” trend, electronic broker Interactive Brokers Group has agreed to acquire an online SMA platform.

Schwab CEO Praises ‘Robo-Advisor’ Start, Laments Low Rates

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The pace of sign-ups for the Schwab Intelligent Portfolios program has slowed after an initial burst.

Robo-Advisors Move On Taxes

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Wealthfront, Betterment, Schwab and FutureAdvisor now offer "tax-loss harvesting" as an automatic feature on investment accounts.

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