Financial Advisors - Financial Advisor Technology

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  1. 10 FinTech Companies to Watch in 2016

    These are 10 FinTech companies to watch in 2016.
  2. Twitter Tools Advisors Should Consider

    Financial advisors can benefit from Twitter by leveraging these tools to take full ...
  3. How to Beat Robo-Advisors With Online Marketing

    With these digital marketing tips, financial advisors can present themselves as an ...
  4. Mobile Investing: What Investors Want

    Financial advisory firms that want to maintain their competitive edge need to stay ...
  5. Wells Fargo to Launch Robo-Advisor in 2017

    Wells Fargo is preparing to enter the robo-advisor field with the launch of its service ...
  6. Why Advisors May Want to Get to Know Envestnet

    Envestnet may be the answer for advisors looking for a complete client service system. ...
  7. The Big Disconnect With Big Data and Advisors

    Financial planning firms that undertake big data projects need to clearly define ...
  8. These Robo-Advisors Aim to Serve Women

    Women's general lack of confidence in investing makes the female market a ripe one ...
  9. Why Betterment Delayed Trading Post-Brexit Vote

    A look at Betterment and its controversial decision to temporarily halt trading the ...
  10. How Paladin Digital Marketing Helps Advisors

    It can be hard for advisors to keep up with ever-evolving technology trends. Paladin ...
  11. LinkedIn/Microsoft Deal: What Advisors Should Know

    Microsoft’s acquisition of LinkedIn could benefit advisors in many ways, but it could ...
  12. Why Mobile Technology Is Crucial for Advisors

    Here's why mobile technology matters for financial advisors and how they can ensure ...
  13. Automating Your 401(k): The Robo-Advisor Blooom

    Blooom is a fairly recent entrant into the robo-advisor space, and it is focused ...
  14. How Wealth Managers Can Bridge Digital Tech Gap

    A lack of digital technology offerings puts many wealth management firms at risk ...
  15. Wells Fargo’s New Client Dashboard: An Overview

    Wells Fargo recently launched Client Dashboard, a platform that significantly improves ...
  16. LinkedIn: How Advisors Can Use It to Grow

    Here are some best practices on how financial advisors can leverage LinkedIn to connect ...
  17. Top 4 Tech Simplification Tips for Busy Advisors

    These apps can eliminate or streamline time-consuming tasks, freeing up time to focus ...
  18. Why Technology is Key for Ultra-Wealthy Clients

    The ultra wealthy have very different needs that tend to be a lot more complex than ...
  19. Evaluating Target Date Funds Just Got Easier

    The wave of target date funds has caught the eye of the DoL, which has issued guidelines ...
  20. The Best Robo-Advisors for Your Advisory Practice

    Robo-advisors targeting financial advisors aim to free up their human counterparts ...
  21. How the FPA's New Planner Search Will Help Advisors

    The FPA recently launched a new redesign aimed at making it easier for consumers ...
  22. The 5 Best CRM Services for Financial Advisors

    CRM solutions have become an invaluable tool for advisors as competition from robo-advisors ...
  23. Ellevest: How This New Robo-Advisor Stacks Up

    Many investors have long anticipated the launch of Ellevest, a women-focused robo-advisor. ...
  24. How to Grow Your Advisory Biz with Dashboarding

    Here's how advisors can leverage dashboards to consolidate information and mine it ...
  25. One Vital Area Where Robo-Advisors Fall Short

    Although publicized as an investment panacea, robo-advisors may fall short on personalized ...
  26. Best Advisor Technology for Understanding Clients

    Advisors can leverage new technology to dramatically improve their workflow and overall ...
  27. How Advisors Can Combat Ransomware

    Ransomware is malicious technology that’s becoming increasingly commonplace in corporate ...
  28. What Advisors Can Learn from Robo-Advisors

    There are several things that advisors can learn from robo-advisors that can help ...
  29. The Pros and Cons of Robo-Advisor Personal Capital

    A look at the pros and cons of robo-advisor Personal Capital's robust platform.
  30. Morningstar's New Client Portal: Better with Data

    Morningstar’s new client portal features data aggregation to aid financial advisors ...
  31. How Advisors Can Win at Social Media

    Social media is a valuable business tool and it's here to stay. Here are three big ...
  32. Google Essentials for Financial Advisors

    These tips will help you manage and boost your presence on Google.
  33. Why the Wealthy Will Always Need Human Advisors

    A recent report by Citi concludes that robo-advisors augment traditional advisors ...
  34. The Top 6 SEO Tips for Advisors

    Advisors are increasingly relying on search engines for inbound leads. Here's how ...
  35. Is FINRA Keeping Up with Technology?

    FINRA has issued a report that outlines its policies on digital technology and retail ...
  36. How to Find Red Flags with Potential Clients

    In an effort to avoid dealing with badly-matched clients, advisors can deploy tech ...
  37. Technical Difficulties? Here's What a Good Advisor Does

    Few things are more important for advisors than using technology these days, but ...
  38. Advisor Tools: To ‘Excel’ or Not Excel?

    Microsoft Excel has been a staple of the financial services industry for decades ...
  39. A Look at Morningstar's New iPad App for Advisors

    Morningstar is offering some functionality of its office software on an iPad app. ...
  40. A Look at Cetera's New Client Software Tool

    Cetera has launched software aimed at helping advisors find new opportunities within ...
  41. MoneyProGuide: A Peek at the New Version

    MoneyGuidePro has become one of the most popular software systems for financial advisors. ...
  42. Can Robo-Advisors Survive the Coming Bear Market?

    Are robo-advisors capable of dealing with skittish clients when the chips are down? ...
  43. How Fidelity's Robo-Advisor Will Likely Compare

    Fidelity Investments recently announced that it will be launching its own robo-advisor ...
  44. Robo-Advisors: How to Pick the Best One for You

    Looking to simplify your investing life? We've sifted through some of the top robo-advisors ...
  45. 6 Personal Finance Apps that Help Keep Costs Down

    Here's a list of popular personal finance apps that advisors may want to recommend ...
  46. About Investopedia's Advisor Insights

    For the many financial advisors who have shown interest in Investopedia's new Advisor ...
  47. How Vanguard is Dominating Robo-Advisor Arena

    In less than a year, Vanguard’s robo-advisor platform has accumulated a whopping ...
  48. This Annuity Robo Wants to Transform the Market

    Annuities picked and sold without the intervention of an insurance agent? Here's ...
  49. The Most Useful, Popular Podcasts for Advisors

    Podcasts are a good way for advisors to keep on top of their industry and learn valuable ...
  50. Advisor Insights: What You Need to Know

    Advisor Insights seeks to connect Investopedia's 20 million users to the many financial ...
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Hot Definitions
  1. Duration

    A measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. ...
  2. Dove

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  3. Cyclical Stock

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    The unethical practice of a broker trading an equity based on information from the analyst department before his or her clients ...
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  6. Omnibus Account

    An account between two futures merchants (brokers). It involves the transaction of individual accounts which are combined ...
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