by
Vasyl Soloshchuk
EP Wealth establishes a larger presence in Texas with the acquisition of International Research.
by
Cindy Taylor
A round up of articles in the current issue.
by
Vildana Hajric
Automated, passive, digital investors now consistently outclass their active, human peers.
by
Vasyl Soloshchuk
Hearsay's new tool is meant to proactively protect firms from financial service and telecommunication industry requirements.
by
Eric Rasmussen
RIAs keep their glow after a bountiful 2019, TD Ameritrade finds. Half those polled see an up market this year.
by
Ritika Gupta, Vildana Hajric
The much-hyped thematic ETF sector, focusing on industries like robotics, blockchain and cannabis, hits a rough patch.
by
Jacqueline Sergeant
A survey by SEI said investor demands and changing demographics are top issues shaping the industry in 2020.
by
Thomas Kostigen
New technologies will spark a race for data, and advisors can't be afraid of it, says Schwab Impact speaker Amy Webb.
by
Justina Lee
A $7.5 billion quant money manager is going all-in with machine learning.
by
Raymond Fazzi
Vanguard and SigFig's robo-advisor products placed second and third, respectively, in the quarterly ranking.
by
Ross Levin
Robots and technology won’t change the fundamental things about your business, no matter how fast change happens.
by
Jacqueline Sergeant
The start-up, which focused on ESG investment, said it failed to achieve enough scale.
by
Jacqueline Sergeant
Boomers, Gen Xers and millennials make little use of the technology, new research finds.
by
Christopher Robbins
Voya joined J.P. Morgan in launching a new digital advice solution in July.
by
Lizzie Dipp Metzger
Advisors who embrace technology and a fiduciary standard will prosper more than those who fight against them.
by
FA Staff
The RoboWholesaler platform makes it easy for financial advisors to review fund performance rankings and receive up-to-date fund fact sheets for top-performing funds in just three clicks.
by
Christopher Robbins
Offering financial planning is not going to win or retain clients as the industry shifts, he said.
by
Lizzie Dipp Metzger
As consumers have more access to information, an advisor will need to provide a greater level of service to be relevant.
