Results for "technology"

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Moneyball for financial advisers

June 25, 2018

Michael Lewis' 2003 book Moneyball chronicled how the 2002 Oakland A's built a baseball team using data and advanced analytics instead of traditional methods of evaluating players. In doing so, Oakland used sabermetrics to identify undervalued...

How technology is reshaping the advice business

June 23, 2018

Two days of​ high-level talks with fintech experts, advisers, broker-dealers and custodians answered an important question for anyone looking for the perfect technology stack. It isn't out there. Perhaps most important is for firms to create...

Silicon Valley, AI hit the finance world

June 23, 2018

As the world of adviser technology continues to expand with no end in sight, how does a firm go about building the ideal technology suite for advisers? Should firms invest in adding a digital-advice component to reach millennials? And how can...

Ways to improve adviser adoption of new technology

June 23, 2018

Now that you have new tech, here's how to get advisers on board A lot is said about the benefits of technology for advisers, but less is said about how advisers can actually realize those benefits. After all, simply buying the latest gadget...

Betterment slapped with $400,000 fine from Finra

June 22, 2018

The Financial Industry Regulatory Authority Inc. has fined the digital advice company Betterment $400,000 for violating the customer protection rule and not properly maintaining its books and records. From October 2013 through January 2015,...

AI, blockchain take center stage at SIFMA fintech event

June 21, 2018

For an indication of just how far the financial services industry has evolved on technology, look no further than its trade groups. Just one year ago, a fintech event hosted by the Securities Industry and Financial Markets Association rehashed...

Tech firms still want to dethrone the financial sector

June 21, 2018

Wall Street embraces technology these days, but Silicon Valley still thinks it can take over the financial industry. If there was one theme that stood out at the CB Insights Future of Fintech conference in New York City this week, it's that...

SigFig raises another $50 million in venture capital

June 19, 2018

SigFig, a financial technology vendor that builds digital advice products for financial institutions, closed another round of venture capital funding, attracting $50 million. The company has now raised a total of $117 million. While that is...

U.S. Bancorp launches robo

June 19, 2018

U.S. Bancorp Investments has launched Automated Investor, a robo-adviser developed with FutureAdvisor, an investment advisory firm owned by BlackRock. The automated investing offering blends the investment strategies of U.S. Bancorp Investments...

Take 5: Naureen Hassan talks integration, aggregation and retaining brokers at Morgan Stanley

June 19, 2018

Over the past few weeks, Morgan Stanley has been busy publicizing its new suite of integrated wealth management technology. Andy Saperstein, co-head of wealth management at Morgan Stanley, showcased the firm's account aggregation capabilities...

When your client dies, who gets their airline miles?

June 19, 2018

When your client dies, who owns the pictures on their Facebook page? Who has control of their electronic bill-payment sites or bitcoin account? Who is responsible for shutting down or memorializing social media sites? Digital rights ownership...

Ritholtz hires data analytics specialist in latest media-focused addition

June 15, 2018

Ritholtz Wealth Management added more talent to its team on Friday with the hiring of Nick Maggiulli, a data analytics specialist who runs the popular "Of Dollars and Data" personal finance blog. Mr. Maggiulli will become analytics manager and...

Crypto coins surge on SEC reprieve

June 14, 2018

Ether investors got a reprieve Thursday when a top U.S. regulator said transactions involving the token aren't subject to federal securities rules, ending months of speculation that had weighed on the second most valuable digital currency. Ether...

ProEquities introduces cybersecurity to protect even the least tech-savvy advisers

June 14, 2018

ProEquities, an independent RIA and broker-dealer hybrid with $16 billion in client assets, is rolling out a new cybersecurity platform to improve protection for the firm's 700 financial advisers. (More: Fintech leaders address adoption and...

United Capital's new CIO has had an 'unlikely' career path

June 13, 2018

Kara Murphy has packed her belongings and shipped them across the country to Dallas from New York for the next stage of a career that she still defines as "unlikely." Ms. Murphy, a 20-year veteran of the financial services industry, becomes...

BlackRock expands risk analytics tool to wealth managers overseeing billions in assets

June 12, 2018

Almost three decades ago, BlackRock Inc. created software to obsessively monitor the then-fledgling firm's financial risks. Now, after turning it into an essential tool on Wall Street, the firm is zeroing in on another kind of client: financial...

Morgan Stanley gives close-up look at new adviser technology suite

June 12, 2018

In addition to accessing a larger share of clients' wallets, Morgan Stanley believes its new integrated technology platform will make it easier for brokers to offer comprehensive financial advice and goals-based planning. At a demonstration...

Cyber assailants targeted in important new security sweep

June 7, 2018

According to compliance and cybersecurity experts, financial industry regulators are embarking on a new cybersecurity sweep, with a focus on registrants' data loss prevention, oversight of third-party service providers and incident response...

Financial professionals targeted by sophisticated 'keylogger' malware

June 6, 2018

The good news is that financial institutions are better than other industries at preventing malware and other hacker threats, according to a new report from cybersecurity firm Lastline. The bad news: that higher level of security is inspiring...

Orion sets sights on breakaway brokers

June 6, 2018

Orion Advisor Services is the latest technology company turning its attention toward breakaway brokers. The portfolio management software provider announced a new program on Wednesday called Fast Track to support advisers leaving wirehouses...

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