More in Technology

  • Jul 15, 2015
    blog

    Morningstar Office Integrates With Riskalyze

    The integration will allow advisors to view client data from Morningstar within the Riskalyze platform and automatically update the analysis of their risk....More
  • Jul 15, 2015
    The Daily Brief

    No More Pension Buyouts For Retirees

    The Treasury Department will stop letting employers offer some retired employees lump sum buyouts of their defined pension benefits....More
  • Jul 14, 2015
    blog

    New Betterment Feature Automatically Invests Client's Extra Cash

    A new tool from Betterment, SmartDeposit, can automatically take cash from a client's bank account whenever it exceeds a pre-determined amount....More
  • Jul 13, 2015
    The Daily Brief

    Keeping A Low Profile

    A rare consequence from the financial crisis in Greece: The rich in that have become shy about flaunting their wealth....More
  • Jul 10, 2015
    The Daily Brief

    'People Are The Weakest Link'

    There’s so much chatter about the flood of cybersecurity threats around financial services firms, and the technology that can hold it at bay, it’s easy to forget most lapses are the result of personal negligence - even among people who should know better....More
  • Jul 8, 2015
    Article

    Should Advisors Pick Stocks?

    As Craig Iskowitz of the Ezra Group points out, Cerulli research shows investment portfolios managed by financial advisors underperform those they can get through the home office, but yet Rep as Portfolio Manager programs are the fastest growing segment of the fee-based business....More
  • Jul 6, 2015
    The Daily Brief

    Insurance: Next to Go Robo?

    A new report by the World Economic Forum examines how fintech is changing the financial services industry. As we’ve seen in the advisory space with the rise of online advice platforms, it’s disrupting things....More
  • Jun 30, 2015
    The Daily Brief

    The Proliferation of Alts Continues

    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....More
  • Jun 29, 2015
    The Daily Brief

    Gay Marriage Stimulus?

    Friday’s Supreme Court decision to extend marriage equality nationwide could have a significant financial impact....More
  • Jun 26, 2015
    The Daily Brief

    Location, Location, Location

    Where you live affects what stocks investors are more likely to purchase, according to research compiled by Openfolio....More
  • Jun 25, 2015
    blog

    Technology a Top Priority For RIA Growth

    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....More
  • Jun 25, 2015
    blog

    AutoPilot Goes Live

    AutoPilot, a collection of robo tools for human advisors developed by Riskalyze and CLS Investments, went live Thursday....More
  • Jun 24, 2015
    The Daily Brief

    Gronk-onomics

    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....More
  • Jun 23, 2015
    blog

    Firm Cybersecurity Breaches on the Rise

    Investment advisory firms say cybersecurity is the hottest compliance topic, and yet, the number of firms falling victim to attacks is on the rise....More
  • Jun 23, 2015
    The Daily Brief

    Google Search Shows We Look For Bad Advice

    When it comes to investing advice, the Internet may be a financial advisors’ worst enemy....More

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