Alessandra Malito
InvestmentNews
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Past articles by Alessandra:
Charles Schwab to cut its version of Salesforce in July
The custodian cites too many tech options as the reason to end its dashboard partnership. → Read More
Finra issues report on digital investment advice for financial firms and investors
Financial services firms that want to offer better digital investment advice must focus on training and education to better serve clients, according to the Financial Industry Regulatory Authority. → Read More
How long can advisers get away with not reporting cyber breaches?
Many advisory firms are playing with fire by failing to report to regulators cybersecurity breaches, both big and small, experts say. → Read More
TD takes integration approach on robo-strategy over acquisition
TD Ameritrade Institutional, the adviser arm of the custodian, now works with 16 robo-advisory platforms. → Read More
SEC redesigns adviser website to help investors research brokers
The Securities and Exchange Commission is helping investors do their due diligence with improved public disclosure. → Read More
RBC partners with BlackRock's FutureAdvisor for robo-adviser pilot program
Half a dozen markets will test the new platform before potential approval nationwide. → Read More
6 biggest financial villains portrayed by Hollywood
The spotlight doesn't always highlight financial professionals' best sides. For decades, Hollywood has focused on the story lines of brokers gone bad, such as 'The Wolf of Wall Street''s Jordan Belfort, or executives who tried to cash out in tough situations, like the housing bubble portrayed in 'The Big Short.' Here are six of the biggest financial villains portrayed by Hollywood and famous… → Read More
Betterment, rivals tap into wide open 401(k) market for robos
Though they'd face tough hurdles, online platforms are positioned well to offer plans to the underserved. → Read More
Vestorly raises its game with artificial intelligence
Vestorly, a company whose platform allows advisers to sift through content to share with clients, is using the $4.1 million in fundraising it recently secured to implement artificial intelligence technology to its services. → Read More
United Capital adds two firms, $370 million in AUM
United Capital Financial Advisers has acquired two firms, Bedrock Capital Management in Los Altos, Calif., and Harvest Group Financial Services Corp. in Pennsylvania. → Read More
Former Cetera boss named new FolioDynamix president
Steve Dunlap takes the helm at the wealth management tech provider FolioDynamix. → Read More
$2B RIA and $300M firm team up in California
The move focuses on women advisers and the company's succession planning. → Read More
$1B Colorado-based RIA merges with $250M firm
Deal brings two firms together to serve northern Colorado and 25 other states. → Read More
Which states' residents are worst at managing money?
Higher-than average cost of living expenses isn't the only reason these states are at the bottom of the list when it comes to money management, according to CreditCard.com. These states have a lot of younger residents who haven't yet been able to build up their credit scores, said Matt Schulz, CreditCard.com senior industry analyst. → Read More
Which states' residents are best at managing money?
These are the 10 best states when it comes to how well investors count quarters and live within their means, according to a CreditCard.com study, which compared each state's average credit score with its median income. The Upper Midwest scored higher than the rest of the country in this test. The top three may come as a surprise. → Read More
Docupace makes move to buy back stake from RCS Capital
Document management technology company is battling to become independent, amidst its majority stakeholder's recent announcement that it is going bankrupt. → Read More
Invesco acquires robo-adviser Jemstep
Investment management firm Invesco Ltd. has acquired Jemstep, one of the first online automated investment platforms in the financial services industry, in the latest bid to offer more robo-technology to traditional advisers. → Read More
Bank teams up with FutureAdvisor to offer clients investment platform
BBVA isn't the only bank with eyes on algo-driven advice, the next trend in the robo-movement. → Read More
Morgan Stanley names operating chief as lead of 'digital offering'
As Morgan Stanley's head of wealth management, Greg Fleming, steps down, Jim Rosenthal, chief operating officer, is stepping up to take the reins of the firm's impending digital offering. → Read More
Microsoft killing support for older Internet Explorer spells trouble for advisers
Microsoft is shutting down support for older versions of Internet Explorer next week, putting advisers who use the software at risk for malware and malicious cyberattacks. → Read More