Technology http://wealthmanagement.com/taxonomy/term/23661/more en How To Go Robo http://wealthmanagement.com/business-planning/how-go-robo <div class="node-body article-body">According to a handful of advisors that have recently adopted so-called “robo” investment platforms into their practice, they are finding new areas of growth, saving time and, in some cases, rethinking their fees.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/how-go-robo" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/how-go-robo#comments Technology Business Planning Thu, 02 Jul 2015 09:05:00 +0000 931471 at http://wealthmanagement.com The Proliferation of Alts Continues http://wealthmanagement.com/blog/proliferation-alts-continues <div class="node-body blog-body">Global assets in alternative investments are expected to grow from $11.3 trillion today to $15.3 trillion by 2020, according to a new report by PwC.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/proliferation-alts-continues" target="_blank">read more</a></p> http://wealthmanagement.com/blog/proliferation-alts-continues#comments People Technology Alternative Investments Blogs High Net Worth The Daily Brief Tue, 30 Jun 2015 09:00:00 +0000 933521 at http://wealthmanagement.com How to Find the Best Cyber Security Insurance for Your Firm http://wealthmanagement.com/business-planning/how-find-best-cyber-security-insurance-your-firm <div class="field-byline"> Matt Rybaltowski </div> <div class="node-body article-body">A robust cyber security insurance policy can be tricky to procure, even for the most meticulous wealth management firms.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/how-find-best-cyber-security-insurance-your-firm" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/how-find-best-cyber-security-insurance-your-firm#comments Technology Business Planning Mon, 29 Jun 2015 13:30:00 +0000 931601 at http://wealthmanagement.com kalawin/iStock/Thinkstock Gay Marriage Stimulus? http://wealthmanagement.com/blog/gay-marriage-stimulus <div class="node-body blog-body">Friday’s Supreme Court decision to extend marriage equality nationwide could have a significant financial impact. </div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/gay-marriage-stimulus" target="_blank">read more</a></p> http://wealthmanagement.com/blog/gay-marriage-stimulus#comments Industry People RIAs Technology Alternative Investments Blogs The Daily Brief Mon, 29 Jun 2015 09:00:00 +0000 931961 at http://wealthmanagement.com Location, Location, Location http://wealthmanagement.com/blog/location-location-location <div class="node-body blog-body">Where you live affects what stocks investors are more likely to purchase, according to research compiled by Openfolio. </div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/location-location-location" target="_blank">read more</a></p> http://wealthmanagement.com/blog/location-location-location#comments Industry Technology Blogs Equities Asset Management Retirement Planning The Daily Brief Fri, 26 Jun 2015 09:00:00 +0000 930721 at http://wealthmanagement.com Technology a Top Priority For RIA Growth http://wealthmanagement.com/blog/technology-top-priority-ria-growth <div class="node-body blog-body">Advisors are optimistic about the industry and are making technology a top priority to grow their businesses, according to a new study released by Schwab. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/technology-top-priority-ria-growth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/technology-top-priority-ria-growth#comments Industry Technology Blogs Indie Advisor Thu, 25 Jun 2015 20:25:00 +0000 930981 at http://wealthmanagement.com AutoPilot Goes Live http://wealthmanagement.com/blog/autopilot-goes-live <div class="node-body blog-body">AutoPilot, a collection of robo tools for human advisors developed by Riskalyze and CLS Investments, went live Thursday. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/autopilot-goes-live" target="_blank">read more</a></p> http://wealthmanagement.com/blog/autopilot-goes-live#comments Technology Intelligent Advisor Thu, 25 Jun 2015 15:04:00 +0000 930441 at http://wealthmanagement.com Gronk-onomics http://wealthmanagement.com/blog/gronk-onomics <div class="node-body blog-body">Patriots tight end Rob Gronkowski, one of the least likely examples of financial frugality due to his excessive off-the-field partying, has reportedly managed his fortune quite well since he entered the league.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/gronk-onomics" target="_blank">read more</a></p> http://wealthmanagement.com/blog/gronk-onomics#comments Markets People Technology Blogs High Net Worth The Daily Brief Wed, 24 Jun 2015 09:00:00 +0000 928531 at http://wealthmanagement.com Schwab's Robo For Advisors Goes Live http://wealthmanagement.com/technology/schwabs-robo-advisors-goes-live <div class="node-body article-body">Three months after Schwab unveiled plans for its robo-advisor for RIAs, Institutional Intelligent Portfolios goes live. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/schwabs-robo-advisors-goes-live" target="_blank">read more</a></p> http://wealthmanagement.com/technology/schwabs-robo-advisors-goes-live#comments Technology Tue, 23 Jun 2015 19:17:00 +0000 928571 at http://wealthmanagement.com Firm Cybersecurity Breaches on the Rise http://wealthmanagement.com/blog/firm-cybersecurity-breaches-rise <div class="node-body blog-body">Investment advisory firms say cybersecurity is the hottest compliance topic, and yet, the number of firms falling victim to attacks is on the rise.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/firm-cybersecurity-breaches-rise" target="_blank">read more</a></p> http://wealthmanagement.com/blog/firm-cybersecurity-breaches-rise#comments Technology Blogs Regulation & Compliance Intelligent Advisor Tue, 23 Jun 2015 17:53:00 +0000 928451 at http://wealthmanagement.com