Fw: Which Robo Advisors Will Survive?

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From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Wed, 3 Dec 2014 15:00:39 -0500 (EST)

To: <mainandwall@gmail.com>

Subject: Which Robo Advisors Will Survive?

Home  |  Subscribe       Technology   Dec 03, 2014       Top Stories   Which Robo Advisors Will Survive? by CHARLES PAIKERT   New tech-driven startups have upended the financial advice market. Now they just have to get through the coming shake-out. READ MORE »   Tech Survey 2015: What's New Now? by JOEL BRUCKENSTEIN   As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is. READ MORE »   Rate of Change by RACHEL F. ELSON   Technological shifts happen quickly. The industry finally seems to have noticed. READ MORE »       After Betterment Deal, Fidelity Teams With LearnVest by CHARLES PAIKERT   Clients of advisors who custody with Fidelity will have free access to LearnVest's "financial wellness" educational content. READ MORE »   Battle Lines Drawn in FINRA's CARDS Proposal by KENNETH CORBIN   The industry regulator closes the comment period for its controversial data-reporting initiative as brokerage trade groups warn of privacy concerns and compliance costs. READ MORE »   5 Smart Strategies to Use in 2015 by JOHN J. BOWEN JR.   Use these practice management approaches to give yourself an edge over the competition and help you attract ideal clients for years to come. READ MORE »       Software Tools for Sophisticated Charitable Planning by KATIE KUEHNER-HEBERT   As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options. READ MORE »   Are Your Social Media Efforts Paying Dividends? by SCOTT WENGER   "You are the captain of your social media and marketing campaign," advisor Lynn Ballou told attendees at the Women Advisors Forum. Here are nine quick tips on how to make the most of your efforts. READ MORE »         White Papers   A Plan of Your Own   Succession planning requires thought—and time. READ MORE »   The Long View: Reaching for a Better Life   Millions of people in developing countries are moving up, and their spending is moving beyond the basics to the finer things in life. READ MORE »   MORE IN WHITE PAPERS »       Web Seminars   Increasing Customer Loyalty and Your Profits Simultaneously   Banks have had a tough time fitting retail securities into their traditional business mix. READ MORE »   Your Independence Day   Your Independence Day will focus on advisors who are considering leaving the employee advisory channel. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       For custom reprints or content licensing opportunities please contact Godfrey Livermore, godfrey.livermore@sourcemedia.com, 212-803-8351.   You are currently subscribed to Technology as: mainandwall@gmail.com. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809