The CFP Board's research is the result of a gathering of more than two dozen fintech and other industry experts, who pondered how the advice business will change by 2021.
He points to his interim CEO post with eMoney for the kinds of things to expect from Fidelity Institutional Product under his direction.
Financial giant targeting mass affluent clients with inexpensive planning services. <b><i>(More: <a href="//www.investmentnews.com/article/20161202/FREE/161209981/robos-to-make-banks-a-bigger-competitor-in-advice-market"" target=""_blank"" rel="noopener noreferrer">Robos to make banks a bigger competitor in advice market</a>)</b></i>
A little online research can make the difference between a good and bad experience.
Robo platforms are lifting client expectations.
Clients can add values for mortgages, 401(k) accounts and even an art collection into their portal.
Bruce S. Horowitz charged big upfront fees but never invested any of his clients' money, the Massachusetts regulator claims.
Technology spending has edged out spending on business growth as the top priority for registered investment advisers, according to a recent survey.
Investors appreciate both, but do turn to traditional advisers over digital ones for some services.
Ad campaign suggests robo-adviser is ready to battle for fiduciary standard.
Younger generations may opt to go robo at their local financial institution rather than seek out an adviser.
Automated-adviser says professional services firms are especially interested in its retirement advice technology.
During one nine-month period, the firm failed to deliver close to 2.1 million prospectuses to online customers because of a missing hyperlink.
Clients want help beyond classic investment services.
Advisory firm hunts down a cloud-based system to make compliance more automated.
Many adviser marketing budgets also set to increase, with social media the focus.
Adviser shares path to lower costs through integration.
Technology can enable a more efficient human connection during times of financial uncertainty.
