RetireUp, a retirement income planning software provider, partnered with two insurance companies this week to allow advisers to drag and drop fixed-indexed annuities products into clients' retirement plans for a quick analysis of what works and what doesn't.
When the markets go wild, clients may not know that they need to ride out the volatility, but technology vendors are looking to prevent any bad financial decisions with behavioral coaching via new online tools.
Genpact has partnered with Advizr, a financial planning software provider, to expand its reach with clients who want more interactive options to build a financial plan.
A bill that was introduced in 11 states this month may provide guidance and structure for accessing online accounts upon an individual's death.
I shared a cab ride with Jay Jay French, founding member and guitarist of Twisted Sister, which is celebrating its 40th anniversary and last tour this year.
TD Ameritrade Institutional, the adviser arm of the custodian, says working with 16 robo-advisory platforms allows advisers to pick their preference.
TD Ameritrade Institutional expects to roll out its Veo One platform, a dashboard for advisers to seamlessly connect software programs, this fall.
Half a dozen markets will test the new platform before potential approval nationwide.
The research firm was acquired to help TD better deliver big data capabilities to RIAs.
Think small data, mobile strategies, more virtual advisers and yes, robos.
