Technology

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Surprise! Advisors Using Robos For Older, Affluent Clients

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Advisors are more likely to use robo services for clients with more than $1 million in net worth, according to a new study by Jefferson National.

LPL To Begin Robo-Advisor Pilot Program

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LPL is about to begin testing on robo-advice technology that it hopes to roll out to its advisors next year.

Betterment Launches Set-And-Forget Investment Tool

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The robo-advisor says its SmartDeposit offering will periodically check client accounts and decide when the time is right to transfer funds and invest.

NYSE Resumes Trading On Two Markets After Hours-Long Halt

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The New York Stock Exchange began reopening its two equity venues that were shut down for hours today by a computer malfunction.

Efficient Software Integration For Advisors

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These products make it easier to get your work done across programs and platforms.

Powering Up

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Enthusiasm for renewable energy is expanding and so are the investment options.

What’s In Your Impact Investment?

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Aeris and the Global Impact Investing Network have teamed up to devise better metrics to gauge the impact of impact investments.

Mobile Millennials

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Millennials will be a different breed of cat than their parents or grandparents have been when it comes to how they consume financial advice.

LPL Expands Private Client Platform

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LPL Expands Private Client Platform Boston-based LPL Financial LLC has expanded the availability of “Private Client,” a platform for financial planners serving high-net-worth clients,...

CFA Chief's Message To Fund Industry: 'Work Harder For Less'

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A five-year run of virtually uninterrupted stock-market gains in the U.S. and Europe has boosted assets under management but done little to lift margins for stock pickers who face tech competition.

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