J.D. Power annual survey finds that when discount brokerages offer more services, client satisfaction increases
Metroland Media's investment will help Nest Wealth, a robo-advisor, promote its brand digitally and in traditional media
FutureAdvisor’s digital platform will be available to U.S. financial services institutions once the deal closes. Plans to expand internationally will be considered in time
New research suggests that combining the scalability of technology with advisor relationships will enable wealth managers to increase their market position
The deal will also provide Nest Wealth access to the media company’s various digital and print publications
Survey suggests advisors may not be paying enough attention to this trend
Shawn Brayman, president, PlanPlus Inc., explains how to compete against robo-advisory services by redefining your value proposition and billing model, focusing on areas where you can add distinctive value, and helping clients avoid doing the wrong thing at the wrong time. He spoke at the CIFPs 2015 annual conference in Vancouver.
Consistent service and fees are key areas where robo-advisory services have an edge
New tech tool will give advisors an automated way of managing assets for clients who have fewer assets and require less attention
Firm promises to help clients meet their financial goals by incorporating mutual funds and ETFs into its investment plans