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.Read More
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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.Read More
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.Read More
The broad-brush tax proposal released Wednesday by President Donald J. Trump repeated his campaign pledge to repeal the estate tax, but failed to provide financial advisers with any additional detail regarding its form.Read More
While it's clear that President Donald J. Trump wants to scrap the estate tax, it's not clear what financial advisers should be telling their clients as details about the law's demise get sorted out.Read More
Fidelity Investments' digital advice platform for financial advisers to use with clients will integrate some of eMoney's basic financial planning tools and will be available in March 2017 for a small number of advisers to test, the firm said.Read More
Forget about everything the media is saying about Millennials. The group born between the late 1970s and 1990s is anything but lazy - yes, I am referring to the young people who in many cases are still living at home with mom and dad.Read More
As Americans live longer, they run the risk of outliving their money. By many measures, Stanley and June Blum have an ideal retirement. He is a retired shoe-industry executive who paints and writes poetry.Read More
The industry as a whole has to go a step farther, said David Edwards, president of Heron Financial Group. Software vendors are automating the procedure of all of these forms, but custodians should clean up the way advisers must deliver these forms to their clients or prospective clientsRead More
The negative and foreboding tone of Mr. Trump's speech, which repeatedly mentioned the theme of "law and order" and America being unsafe and financially worrisome, bothered some financial planners.Read More
The government offers lots of programs to help student borrowers repay their federal loans on time, yet one in four people with student debts due are currently in default or teetering on the edge.Read More
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.Read More