Technology

As a marketing and social media consultant for financial advisors, Kristin Harad knows how to jumpstart any financial advisors’ outreach.

Spaces where advisors can share common rooms, or get private offices of their own, are a growing alternative.

Throughout the company’s annual Advisor Summit in Chicago this week, Envestnet executives urged advisors to embrace automated programs developed by the robo-advisors rather than fear and reject them...

Envestnet Tamarac revealed its new digital advice portal, Advisor Now, at its Advisor Summit in Chicago, with the goal of strengthening the digital connection between independent advisors and their clients. ...

While its Advisor Summit was happening in Chicago, Envestnet announced Wednesday that it acquired Finance Logix, a company that provides goal-based financial planning and wealth management software to banks, broker/dealers and registered...

No strings attached. | michaeljung/iStock/Thinkstock FutureAdvisor became the first robo-advisor to offer an automated college savings plan Tuesday when it launched its new “Diplomas Without Debt” service. The service helps families find t...

Vanguard announced Tuesday that it cut the minimum account requirement in half for its digital-human hybrid service, Personal Advisor Services. Individual investors with at least $50,000 of available assets can now open an account that combines...

As the keynote presenter of last week’s Financial Planning Association of New Jersey (FPANJ) annual conference, Bob Veres, publisher of Inside Information, cynically called his session “Terminator 4.” The title was in reference...

Investors young and old love Apple. | Copyright Justin Sullivan, Getty Images Millennials and baby boomers may have different levels of trust in financial services and engage banks and advisors in very different ways, but when it comes to ...

A new wave of electronic trading platforms is sweeping through fixed income markets, and new research from the Aite Group found that asset managers are turning towards them as a solution to a liquidity gap in the U.S. corporate debt market...