Technology Articles

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How Financial Advisors Can Compete With The 'Robos'

by

Advisors should remember that the current competitive threat is tiny, but 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

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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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Financial Apps Give Users An Investing Edge, Fidelity Finds

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Forty-one percent of frequent mobile app users reported an ROI of more than 20 percent in the past 12 months, according to Fidelity.

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FBI: Big Financial Institutions May Aid Advisors' Cyber-Security Effort

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Big financial institutions may give cyber-security assistance to financial advisors and other companies in their supply chains, said the head of the FBI's cyber division.

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Fidelity First Custodian To Offer A 'Robo' Platform To Advisors

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Fidelity Institutional Wealth Services announced this morning that it plans to refer advisors looking for a “robo-advisor” platform to Betterment Institutional.

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Growth Through Synergy

by Roy Diliberto

Integrating other practices into your own is a lot of work, but can be worth the effort.

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Going Mobile

by David Lawrence

Smartphone apps for advisors are getting better and better.

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Racing Ahead

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Big broker-dealers continue to improve their platforms for advisors with better navigation, client information and mobile apps.

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Global Growth Spurt

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Rising infrastructure spending is adding investing opportunities all over the map.

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