1 visitor like this article | Viewed 4155 times | 0 comment
Summary: How should robo-advisors be regulated? That’s a question the Securities and Exchange Commission must tackle, as assets managed by these firms will surge to $2 trillion in the next five years, argues SEC Commissioner Kara Stein.
0 visitor like this article | Viewed 2628 times | 0 comment
Summary: ConnectRoot represents another big step in the myriad ways technology is making independent advice increasingly successful — and the future of financial advice
1 visitor like this article | Viewed 2527 times | 0 comment
Summary: Advisor technology was an area of focus again this year at Schwab IMPACT 2015, with the company unveiling enhancements of many of its advisor technologies.
1 visitor like this article | Viewed 2463 times | 0 comment
Summary: Despite how much time and energy is spent writing, talking and thinking about the rise of online financial advice, it's still a fairly misunderstood topic, according to the Tiburon Research Group. Everyone seems to have a different definition of “robo-advisor,” and they lead to huge differences when determining the impact online advice has on the wealth management industry.
1 visitor like this article | Viewed 2449 times | 0 comment
Summary: Americans need financial advice—and more of it — whether they are baby boomers looking to retire, or millennials just starting out in their careers. The use of financial advisors has risen significantly in the last five years from 28 percent in 2010, to 40 percent in 2015, according to a survey by Certified Financial Planner Board of Standards.
