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Use of artificial intelligence technology in financial services to grow: report

December 19, 2016

Financial services firms are beginning to deploy artificial intelligence technologies to make themselves more efficient and better than their peers — and those without a strategy should develop one now, according to a new report. “It is...

Tools financial technology companies plan to bring advisers in 2017

December 16, 2016

Advisers wondering what their technology providers will offer next year will be happy to know that they're focused on the same thing that most advisers emphasize — the client. Many of the tools financial technology companies plan to deliver...

Michael Durbin gets to work building out Fidelity's distribution channels to advisers

December 14, 2016

In the quietly aggressive ground game of custody and clearing services, Fidelity Investments has turned to Michael Durbin to lead its next charge. By most measures, he appears well-suited for the job as head of Fidelity Institutional Product,...

Envestnet Tamarac rolls out Yodlee app to show outside assets, liabilities

December 12, 2016

Envestnet's latest upgrade to its Tamarac platform for independent advisers will begin to incorporate the Yodlee consumer finance technology that the firm bought 16 months ago for $590 million. Its December tech update allows advisers to give...

Advisers plan to spend more for compliance and tech in 2017

November 29, 2016

Many financial advisory firms are set to spend more on compliance, technology and marketing next year. Financial advice firms are planning to increase spending next year on compliance and technology, with about 53% of advisers indicating that...

Technology at the core of reinvention

November 29, 2016

Earlier this year after many months of planning and research, our team began the process of reinventing our advice firm by drawing up a wish list of enhancements. Technology is the core component of our reinvention. We feel a robust technology...

Technology that improves client service with fewer people

November 23, 2016

Wrestling with the three-headed monster of growth, cost containment and client service considerations is a never-ending challenge. We're always trying to improve, but it's difficult to know how to find the gaps in the organization. Then the...

Galvin claims software developer defrauded investors in trading scheme

November 22, 2016

The head of the state securities department in Massachusetts charged a man and his trading software company with fraudulently taking money to trade in securities, and then failing to execute any trades. Secretary of the Commonwealth William...

New fintech tools for DOL fiduciary rule launched despite questions of a Trump delay

November 16, 2016

Fintech companies are continuing to push out tools to meet the DOL fiduciary rule, even as the surprise election of Donald Trump as America's next president has created questions about whether the rule will be amended or even killed. Three companies...

Technology guide for firms that turn to next gen clients

November 7, 2016

Along with many in the industry, our firm is increasingly open to the idea of finding innovative ways to establish profitable relationships with tomorrow's life blood of our industry — young clients. To that end, my firm BerganKDV Wealth Management,...

FolioDynamix acquires Summit Advisor Services for $6 million in wake of Aequitas collapse

November 3, 2016

The failure of alternative investment manager Aequitas Capital Partners continued to ripple through the investment community this week as FolioDynamix acquired adviser technology firm Summit Advisor Services. Dallas-based Summit Advisor Services,...

Riskalyze draws $20 million in capital for robo platform and other adviser products

October 31, 2016

Risk alignment software firm Riskalyze has attracted $20 million in its first-ever institutional capital infusion that will go towards expanding its Autopilot robo platform for advisers and other products, the company said on Monday. The equity...

Technology can help advisers ensure they are giving 'best' advice to meet DOL fiduciary rule

October 28, 2016

It has been said that necessity is the mother of invention. The financial services industry is fast approaching a key April 2017 deadline that will require advisers to act as fiduciaries when advising clients on retirement accounts, products...

Technology can offer support to advisers with aging clients

October 27, 2016

Financial advisers increasingly worried about serving aging clients who may suffer from dementia or even Alzheimer's Disease can begin to look toward technology for some relief. New fintech efforts focus on arming financial advisers with tools...

Even low-tech tools can trip up advisers going independent

October 24, 2016

One benefit — or detriment, depending on your outlook — of working for a large firm is that your technology platform is mostly prescribed to you. The firm tells you what you will use or provides a very short list of approved providers. When...

SS&C acquires CRM firm used by large wealth managers

October 24, 2016

Financial software firm SS&C Technologies Holdings bought client relationship management provider Salentica for an undisclosed amount, the firms said Monday. About 100 large advisory and other wealth management firms use Salentica's CRM, which...

How fintech aims to make DOL fiduciary rule manageable

October 21, 2016

Risk management tools and tweaks are being introduced nearly daily now to help advisers comply with the Department of Labor's best-interest rule for retirement advice, which goes into effect in less than six months. Fintech vendors are introducing...

Fidelity's robo for financial advisers will give clients eMoney tools

October 18, 2016

Fidelity Investments' digital advice platform for financial advisers to use with clients will integrate some of eMoney's basic financial planning tools and will be available in March 2017 for a small number of advisers to test, the firm said....

Banks' collaborations with technology firms will benefit financial advisers

October 11, 2016

A recent CB Insights study highlighted some interesting numbers about the “fintech boom” that industry experts and journalists have been discussing over the past year or so. CBI found that a large source of fintech growth has come from banks...

Merrill Lynch enters the robo-advisory business

October 5, 2016

The race among big banks to take a bite out of the robo-advisory pie continues, with the latest contender, Bank of America Merrill Lynch, announcing its own Merrill Edge robo-adviser that is expected to launch early next year. Merrill Edge Guided...

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