Investment News - What's the next emerging technology for wealth advisers?

Investment News - What's the next emerging technology for wealth advisers?

The current and future states of adviser technology were the subjects of two hour-long sessions at the InvestmentNews Technology Think Tank held in September in New York. In each session, participants were asked to identify their firm's top tech-related challenges and opportunities — first tackling those issues they face now and then turning to future concerns.

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Investment News - Technology issues test RIAs and custodians

Investment News - Technology issues test RIAs and custodians

Gather the technology leaders of competing custodians and registered investment advisers of various sizes, and there are sure to be some disagreements about whether robo-advisers are a blessing or a curse and which are the greatest cybersecurity threats.

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Investment News - Advisers find summer slowdown has become a thing of the past

Investment News - Advisers find summer slowdown has become a thing of the past

Summer isn't what it used to be, according to financial advisers.June, July and August used to be slower months when clients vacationed and advisers would recharge themselves and their practices, completing long-term projects aimed at business development and other operational improvements.

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Top advisers share their business goals for 2016

Top advisers share their business goals for 2016

Financial advisers are targeting growth in 2016, with many seeking to boost assets and clients in the new year by using a variety of strategies, including better tech, hiring the right talent and improving marketing. Other planners aim to rev-up client service during a year with lots of expected market volatility. 

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