The offering would mirror a similar move by Charles Schwab providing clients with a new pricing plan for its robo service. (Financial Planning) Read More

2. Who will write the wealth industry’s future: Big banks or robo advisors?

The advice industry’s current structure is “dumb” and in need of fixing, according to Betterment CEO Jon Stein. (Financial Planning) Read More

3. Advisors report higher fees, Schwab’s Clark says, but also an increase in services

Lower costs are “pushing down what has been the economic model of our industry,” the Schwab EVP says at the In|Vest conference. (Financial Planning) Read More

4. E-Trade 'very slow and deliberate' in picking RIAs for referrals, CEO says

With 7 million accounts and more than $400 billion in assets, Karl Roessner’s firm can be selective as it expands into wealth management. (Financial Planner) Read More

5. Schwab’s subscription pricing draws younger clients, more lucrative accounts

More than one-third of the $1 billion new assets on the digital advice platform are from new clients. (Financial Planning) Read More

6. Advisors’ new toolkit: Biometrics, risk algorithms and machine learning

Hyperpersonalization delivered via improved technology is critical for client relations, a new report says. (Financial Planning) Read More

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Advisors are wasting hours on outdated tech: Q&A with In|Vest speaker Hamesh Chawla of Edelman Financial Engines

Q: What’s next in terms of harnessing data?

A: Traditionally, the industry looked at data as an afterthought. Where we want to be heading is: how do we use that data to make decisions in real time?

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That's a wrap!

Thanks to all who "In|Vested"

In|Vest 2019 was our biggest and most successful event to date, and we owe it all to the speakers, sponsors, partners and attendees. Did you miss it? Catch all of the coverage on Financial Planning.

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Raising Capital

Goldman Sachs invests $28M in German fintech set for U.S. debut

Raisin, an online marketplace that aggregates high-yield savings accounts in Europe, aims to launch in the U.S. in the next nine to 12 months. (American Banker)