After months of testing, Fidelity Go is up and running, giving investors access to an automated platform with traditional management.
Custodians are becoming more attracted to the business of automated advice, and are using vast resources to introduce their own consumer platforms.
With the app, advisers can view their clients by segments, including age, gender and wealth accumulation.
Firms that use the tool will have a way to gauge if clients are invested to their best interests.
Lawsuit claims Joel Bruckenstein never paid Bill Winterberg half of the profits from a 2015 event.
Risk management software is getting a lot of attention following the new requirements introduced by the DOL fiduciary rule.
The firm is building out digital ecosystem of its own with partnerships with Jemstep, SigFig and Vanare.
Cybersecurity is a major concern for vendors, firms and advisers.
Facing a crisis without a plan can be detrimental to an adviser's brand; advisers need more than one back-up plan to avoid potential disasters.
