News Topic: RIAs

Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business. ... Read full article

Digital advice is still in its early days, says SigFig CEO Mike Sha. ... Read full article

Needs of wealthy clients are 'a lot more complex,' says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management. ... Read full article

New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab. ... Read full article

Data about client behavior will drive better user experiences. ... Read full article

There are serious consequences for firms that do not embrace the latest tech tools, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase. ... Read full article

The technology platform powerhouse is betting on integration, but competitors eye disruption. ... Read full article

In stunning all-cash $3B merger, every investment adviser is put on notice that the future is in digital wealth management. ... Read full article

From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming. ... Read full article

An unprecedented, industry-wide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing ... Read full article

Michael Lewis calls it a "pump-and-dump" scheme. Liz Ann Sonders says it's "the next kale." Should clients invest in cryptocurrencies? ... Read full article