Vendors, most of whom are competitors, increasingly work together, allowing advisers to move easily between platforms and, in some cases, to share relevant data.
Advisers, this is why it's better to err on the side of caution — even if your firm's login and password-recovery processes are annoying.
Successful advisers need to do a cost-benefit analysis of an automated investment platform and, if they do launch one, invest sufficient resources to drive adoption of it .
The former White House intern will be the keynote speaker at the Peak Advisor Alliance Excell conference this fall.
Anthony Perkins will oversee the broker-dealer's automated processes and the launch of the firm's robo-advisory software platform.
As Financial Engines & Wells Fargo announce their partnership, there are only a handful of automated investment services competing for defined contribution retirement plan participants.
Deal puts the world's largest money manager squarely in the financial advice market as it branches out from managing mutual funds and its iShares brand of ETFs.
In the wake of Apple's latest product announcement, some advisers may even ditch their laptop for a tablet.
The provider currently offers only an overlay for the financial services sector, but soon will have a full spread of software for advisers.
Michael Szafranski was the financial adviser to the scheme's mastermind, Scott Rothstein.
