ClientWorks, the company's adviser dashboard, is now available to more than 11,000 advisers, up from 500 this time last year.
Financial advisers have developed some of the most popular software in the industry, and they have the scars to show for it.
Software firm is boosting compliance functions of its financial planning platform. <b><i>(More: <a href="http://www.investmentnews.com/section/fiduciary-focus " target="_blank">The most up-to-date information on the DOL fiduciary rule</a>)</i></b>
Firms that don't invest in tools to improve the client experience, such as those that allow for frequent interactions with the adviser, will lose out.
Seventy-four percent of Elite RIAs said technology is strengthening their effectiveness as advisers, allowing them to better customize services to their clients.
Most don't expect they could pass a hacking-preparedness test if the SEC came knocking, or even know all the compliance factors they are responsible for, according to a new Financial Planning Association study.
The fintech start-up is creating an investment platform that uses a proprietary algorithm that considers women's earlier salary peaks and longer life spans.
In addition to innovations making planners more productive and freeing up their time, in the future, tools will provide better data-driven intelligence about clients.
Robo-adviser launches new name and boosts investment choices to lure advisers to its digital platform.
Advisers should develop a social media strategy, bearing in mind the SEC's guidance.
Five candid reponses on how he will lead the firm, the virtues of robo-advice, and rooting for both the Cubs and White Sox.
New rule to include site information on Form ADV part of evolving regulations on the web tool.
Give yourself the gift of unplugging or risk opening yourself up to unhealthy habits.
More software providers will add or enhance their tools to assist advisers in meeting the regulation's requirements.
Social-media data capture opinions that are often a precursor to consumer behavior
Robo-adviser to provide Uber drivers with free investment services in IRAs for a year. <a href="http://www.investmentnews.com/article/20150817/BLOG16/150819926/uber-versus-yellow-cabs-a-fight-advisers-should-watch" target="_blank">Why advisers should pay attention to Uber's fight with yellow cabs.</a>
The depth and breadth of the new DOL fiduciary rules requires all firms to consider outsourcing aspects of their practices and/or adding new technology.
The traditional process of signing on clients takes too long, unlike their online counterparts.
