Intelligent Advisor en Test Your Financial Movie Knowledge <div class="node-body blog-body">How well do you know movies about finance and Wall Street? Test your knowledge of well-known movie lines with this cinematic quiz. </div> <p><a href="" target="_blank">read more</a></p> Industry Blogs Intelligent Advisor Thu, 05 May 2016 15:50:00 +0000 1169341 at InvestCloud Launches 'Star Wars' Themed App Suite <div class="node-body blog-body">In recognition of "Star Wars Day," InvestCloud named its latest product after a Star Wars droid. </div> <p><a href="" target="_blank">read more</a></p> Technology Intelligent Advisor Wed, 04 May 2016 20:44:00 +0000 1175461 at Cetera Releases Fiduciary Compliance Tech Suite <div class="node-body blog-body">Cetera is rolling out a new technology to help their b/ds comply with the DOL's fiduciary rule. </div> <p><a href="" target="_blank">read more</a></p> Technology Intelligent Advisor Tue, 26 Apr 2016 13:00:00 +0000 1167441 at What You Need to Know About Impact Investing <div class="node-body blog-body">As impact investing products have moved from boutique origins into the mainstream, advisors should be able to talk to their clients intelligently about it. </div> <p><a href="" target="_blank">read more</a></p> Alternative Investments Intelligent Advisor Tue, 19 Apr 2016 11:02:00 +0000 1162131 at <p>gunnar3000i/iStock/Thinkstock</p> DOL Fiduciary Rule to Drive Increased M&A Activity <div class="node-body blog-body">Fidelity Investments expects the DOL’s fiduciary rule to contribute to increased M&A activity in 2016. </div> <p><a href="" target="_blank">read more</a></p> Industry Intelligent Advisor Mon, 18 Apr 2016 19:00:00 +0000 1161871 at Envestnet’s Yodlee Will Give Lenders Access to Borrowers’ Spending and Brokerage Activity <div class="node-body blog-body">Yodlee's Risk Insight will provide lenders with a potential borrower's spending habits from bank accounts as well as brokerage information. </div> <p><a href="" target="_blank">read more</a></p> Technology Intelligent Advisor Wed, 13 Apr 2016 20:15:00 +0000 1158421 at Raymond James Secures ‘Nearly All’ Deutsche Bank Advisors <div class="node-body blog-body">Just a few months after announcing its intention to acquire Deutsche Bank Wealth Management’s U.S. Private Client Services unit, Raymond James has secured commitments to join from over 90 percent of the acquired advisors. </div> <p><a href="" target="_blank">read more</a></p> Industry Blogs Intelligent Advisor Thu, 24 Mar 2016 13:46:00 +0000 1141771 at Firms Hiring to Comply With DOL Fiduciary Rule <div class="node-body blog-body">Almost half of financial services firms involved in individual retirement accounts say they’ll need to bring in extra help or redirect current resources to comply with the Labor Department’s fiduciary rule.</div> <p><a href="" target="_blank">read more</a></p> Industry Blogs Regulation & Compliance Intelligent Advisor Wed, 16 Mar 2016 18:41:00 +0000 1135321 at Betterment Announces Account Aggregator <div class="node-body blog-body">The company says aggregation will improve its ability to deliver automated advice. </div> <p><a href="" target="_blank">read more</a></p> Technology Blogs Intelligent Advisor Wed, 09 Mar 2016 18:40:00 +0000 1129261 at Wealth Enhancement Group Picks Up $1 Billion Firm <div class="node-body blog-body">Wealth Enhancement Group, the RIA bought by Lightyear Capital last April, has acquired a Darien, Conn.-based RIA with $1 billion in assets. </div> <p><a href="" target="_blank">read more</a></p> RIAs Blogs Intelligent Advisor Wed, 02 Mar 2016 14:00:00 +0000 1120611 at Half of ‘Financially Fluent’ Aren’t Aware of Robo Advisors <div class="node-body blog-body">Research from Investing Media Solutions shows that the concept of automated advice may not be as popular as companies let on. </div> <p><a href="" target="_blank">read more</a></p> Technology Intelligent Advisor Mon, 29 Feb 2016 20:25:00 +0000 1119511 at Aspiriant Adds $360 Million RIA in Los Angeles <div class="node-body blog-body">The quick-growing RIA added to its Southern California presence with its second acquisition in three months. </div> <p><a href="" target="_blank">read more</a></p> RIAs Intelligent Advisor Wed, 17 Feb 2016 20:34:00 +0000 1110131 at <p>Aspiriant<span>&nbsp;CEO Rob&nbsp;</span>Francais</p> What To Expect At 2016 T3 For Advisors Conference <div class="node-body blog-body">Some of the things we expect to see at the T3 for advisors conference. </div> <p><a href="" target="_blank">read more</a></p> Technology Intelligent Advisor Wed, 10 Feb 2016 13:13:00 +0000 1104341 at "Next Gen" Financial Planning: Can You Match the Emojis to the Plan? <div class="node-body blog-body">Match the financial planning advice to its translation in emoji.</div> <p><a href="" target="_blank">read more</a></p> Industry Technology Games Intelligent Advisor Mon, 08 Feb 2016 17:20:00 +0000 1098481 at How Do NextGen Advisors Invest their Own Money? <div class="node-body blog-body">Do they rely on a robo? A few young advisors provide a glimpse into their own investments. </div> <p><a href="" target="_blank">read more</a></p> Industry People Business Planning Client Relations Intelligent Advisor Mon, 08 Feb 2016 12:20:00 +0000 1096621 at <p>Nonwarit/iStock/Thinkstock</p>