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Yet another online investment advice app has launched, this one from the financial news and data giant, Bloomberg LP.
Monday, May 06, 2013
CNBC in a post today reports on Betterment, calling it "one of several relatively new online services offering investors automated financial advice and money management, often at a discount to traditional ...
Monday, April 29, 2013
Schwab Retirement Plan Services, a 401(k) provider to 1.6 million workers saving through company retirement plans, today announced the addition of Morningstar Associates, LLC, as a managed ...
Tuesday, April 23, 2013
Charles Schwab’s gathered $43.4 billion in net new assets in the first quarter of 2013, a 9% annualized organic growth rate, and it opened 244,000 new brokerage accounts, up 2% year-over-year. But ...
Monday, April 15, 2013
5. Intuit Now Allowing Banks And Credit Unions To Private Label Mint
(Matching tags: competitors,online financial advice)
Intuit Inc. is making Mint, its popular online personal finance solution, available to financial institutions, "giving them a new way to build deeper, trusting relationships with banking customers ...
Monday, April 08, 2013
In a post entitled, "Why I Choose Software Over A Human For Investment Advice," the CEO of Betterment, an app that seeks to replace financial advisors, makes the case succinctly.
Monday, April 08, 2013
As the consolidation of the independent advisor business follwing the 2008 financial crisis continues to play out, Cetera Advisor Networks is acquiring Tower Square Securities and Walnut Street Securities ...
Friday, April 05, 2013
8. New Financial Advisor Replacement App Targets Retail Investors Promising 4% A Year With No Expenses
(Matching tags: Advisor businesses,online financial advice,competitors)
FinancialAdvisorReplacement.com (FAR), an app named for its mission, was launched today, promising investors a 4% annualized return over the next five years with no management expenses.
Monday, April 01, 2013
Filling a gap in retirement income planning software for professionals, Income Discovery (ID) is a noteworthy app. ID puts advisors in control of a powerful toolset for forecasting income streams of bond ...
Monday, March 25, 2013
Wealthfront, a startup intent on replacing financial advisors with its wealth management software, just raised $20 million from some more Silicon Valley biggies, including Reid Hoffman, the co-founder ...
Wednesday, March 20, 2013
Fidelity Investments and BlackRock Inc. today announced a long-term strategic alliance that provides extensive collaboration across Fidelity’s distribution and asset management organizations with ...
Wednesday, March 13, 2013
12. TD Ameritrade Client Assets Surpass $500 Billion
(Matching tags: competitors,custodians,TD Ameritrade,Schwab)
TD Ameritrade Holding Corporation today announced that total client assets topped $500 billion for the first time ever in Februrary. That's up 14% from a year earlier but it's still just a quarter of the ...
Monday, March 11, 2013
Panel discussions at conferences are usually a bore because no one takes full responsibility for making the session a success or everyone wants to plug their idea. But a funny thing happened at ...
Saturday, September 29, 2012
14. JP Morgan Chase Mutual Fund Sales Scandal Shows SEC Is A Joke At Investor Protection: RIAs Should Rise Up Against The SEC And Be Advocates For Investors
(Matching tags: Advisor businesses,integrity,differentiation,competitors,regulation,fiduciaries,sec,mutual funds)
... mutual funds instead of other funds because advisors got fatter commissions.  “Financial advisers say they were encouraged, at times, to favor JPMorgan’s own products even when competitors ...
Wednesday, July 04, 2012
15. Storytelling Is A Powerful Tool That Can Be Utilized Face-To-Face, Through A Blog, Or Through A Book
(Matching tags: competitors,client loyalty,marketing,client communications)
You’ve heard for years that one of the best ways to communicate with your clients is through storytelling. But to be effective, storytelling needs to be personal and authentic. As you let your own ...
Tuesday, June 19, 2012
Holding successful seminars are an ever present challenge in marketing your business. It is so difficult that advisors often throw up their hands after only a couple of bad experiences and proclaim that ...
Thursday, June 14, 2012
It might make sense to think that the foremost concerns of broker-dealers and independent registered investment advisors are the capital markets and the US and global economies. Instead, firms are more ...
Friday, June 01, 2012
18. All The Topics You Need To Grow And Transform Your Business Are Right Here
(Matching tags: business strategy,Advisor businesses,competitors)
Hot topics highlighted in Research magazine’s June reflect many of the topics you have already seen highlighted here on A4A. Like the fact that independent advisors are finding niches to be a conduit ...
Monday, May 28, 2012
19. A Clear and Unique Value Proposition Is Critical Because Everyone Wants to Eat Your Lunch
(Matching tags: client acquisition,differentiation,competitors,marketing)
  Financial advisors are facing more competition from more directions than ever.
Friday, April 06, 2012
20. AARP Joins Fiduciary Debate Alongside CFP Board, Financial Planning Association, And Other Consumer And Professonal Associations To Oppose Broker/Dealers And SIFMA
(Matching tags: investment fiduciaries,competitors,RIAs,broker-dealers,independent broker-dealers,compliance,CFP Board,Dodd-Frank,fiduciaries,FINRA,sec,SIFMA)
After years of positioning, the debate over establishing a single fiduciary standard for FINRA-licensed registered representatives and investment advisor representatives alike is finally coming down to ...
Friday, March 30, 2012
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