Technology

Kelley Rating (one asterisk = lowest, five asterisks = highest)...

While UMA portfolios have traditionally included mutual funds, stocks and bonds, managers are quickly appeasing the growing appetite for alternative strategies like hedge funds, variable annuities, futures, and options.

Can you hear me now? | Copyright Lisa Maree Williams, Getty Images Many advisors believe clients need face-to-face contact. But that only works for clients in their 60s, writes Garland, Texas-based financial planner Katie Brewer on Money m...

Duke and Wisconsin basketball players weren’t the only ones battling it out during the NCAA Men's Division I National Championship Basketball Game on Monday night. Online advice platforms Betterment and Charles Schwab spent big bucks on advertisi...

One size fits all. Morgan Stanley and Merrill Lynch Wealth Management revamped their public websites in February. The most notable change? They are both using responsive design, according to a blog post on Corporate Insight. The new sites ...

What's in a name? In new research from Cerulli Associates, the analytics firm offered up “eRIA” as an alternative term to “robo-advisor” for automated investment advice software. Whatever the advisory industry decides to call them, Cerulli...

They have a plan. The National Association of Hispanic Real Estate Professionals released the “Hispanic Wealth Project Blueprint” on Tuesday, a 10-year plan to triple the wealth of Hispanic households in the U.S. to $2 trillion. According ...

Some advisors are trying to compete with automated investment software—the so-called “robo-advisors.” Others are paying for white-label versions. But some RIA firms are now building their own.  ...

For human advisors, the robo-advising move into mainstream means that they will have to work harder to prove their value to current and potential clients.

As technology becomes more nimble, commoditized and cloud-based, smaller firms seem to have gained an edge when it comes to serving their advisors.