Results for "technology"

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State Street uses AI to provide a newsfeed relevant to portfolio holdings

July 19, 2018

State Street Corporation is the latest financial institution to introduce an artificial intelligence application designed for professional investors. On Monday, the company launched State Street Verus, an application that builds a newsfeed that...

Pershing draws inspiration from consumer apps to drive RIA tech strategy

July 18, 2018

Technology's impact on everyday behavior has already forced advisers to rethink how they serve clients. Now it's forcing custodians to reconsider how they're serving advisers. At an RIA Symposium in New York Tuesday, Evan LaHuta, managing director...

RIA 'Shark Tank' backs a digital adviser out of the gate

July 17, 2018

Consolidation among consumer-facing digital advice firms isn't stemming the flow of funds into robo platforms designed for financial advisers. ScratchWorks, a Shark Tank-esque program for financial technology founded by five independent registered...

Getting to scale — the virtual solution

July 17, 2018

The industry may be adding registered investment advisers annually, but it's also consolidating at a record pace for one reason: the power of scale. Highly competitive,, aggressive growth RIAs are reshaping the landscape. Armed with capital,...

CFA Institute adding crypto, blockchain to curriculum

July 16, 2018

It might be the definitive sign that cryptocurrencies have arrived on Wall Street. CFA Institute, whose grueling three-level program has helped train more than 150,000 financial professionals, is adding topics on cryptocurrencies and blockchain...

Clients have zero interest in crypto, BlackRock CEO says

July 16, 2018

Don't look to BlackRock Inc. to revive demand for cryptocurrencies. The world's largest asset manager isn't buying, because its clients have zero interest. "I don't believe any client has sought out crypto exposure," CEO Larry Fink said in an...

Writing on the wall for direct-to-consumer robo startups

July 16, 2018

The consolidation of direct-to-consumer robo-advisers is in full swing. Hedgeable, an early digital adviser that stood out for targeting wealthier clients with active management, hedging strategies and access to alternative investments like...

TD Ameritrade launches fintech competition with $100,000 in prizes

July 16, 2018

TD Ameritrade Institutional is looking outside the industry for help keeping pace in the accelerating adviser technology race. On Monday, the firm kicked off Innovation Quest, a crowdsourced fintech competition distributing $100,000 in prizes...

Frenzy to get bitcoin ETF is clogging SEC email

July 16, 2018

The Securities and Exchange Commission is fielding a deluge of messages from cryptocurrency enthusiasts after an exchange sought SEC approval to list a bitcoin ETF. In the three weeks since the SEC asked for feedback on Cboe Global Markets Inc.'s...

Facebook data privacy issue already identified by ESG investment screens

July 13, 2018

Shortly after it was revealed that Cambridge Analytica collected data on Facebook users during the 2016 election campaign, Domini Impact Investments, a registered investment advisory firm that specializes in responsible investing, decided to...

Merrill Lynch launches fiduciary dashboard for advisers

July 11, 2018

The Department of Labor's fiduciary rule is dead, but investments in technology to help advisers meet a best-interest standard are not. This week saw the public launch of Merrill Lynch's new Fiduciary Dashboard, a practice management tool to...

SEC censures, fines advisers for Yelp endorsements

July 11, 2018

The Securities and Exchange Commission has charged three advisers for violating the testimonial rule by promoting their business on Yelp. According to separate SEC filings, Jaime Biel, William Greenfield and Brian Eyster hired Leonard Schwartz,...

Complect wants to make outsourcing compliance easier and more affordable

July 10, 2018

It's like Angie's List, but for compliance consultants. That's the elevator pitch for Complect, a technology startup that wants to help connect financial advice practices with compliance and regulatory risk professionals. On Tuesday, Complect...

More about death and taxes

July 6, 2018

Taxes matter. A lot. Recent research by 1st Global places tax knowledge at the top of a list of important factors that clients consider when selecting a financial adviser. Taxes are the biggest expense paid over their lifetime by most investors,...

Why advisers need to be both effective and efficient

July 5, 2018

Peter Drucker may be gone, but his contributions to the field of management live on, particularly his espousal of the need to focus on both effectiveness and efficiency. That means doing the right things (effectiveness) in the right way (efficiency)....

Advisers warming up to AI

July 5, 2018

Financial advisers' attitudes towards next-generation technology like artificial intelligence are quickly changing. About 84% of advisers see the potential for AI to deliver better client experiences, according to a new survey from Forbes Insights...

SEI has new approach to improve technology adoption by advisers ​

July 3, 2018

SEI Advisor Network, a turnkey asset management platform and custodian serving 7,500 advisers, is trying a new approach to developing technology that it hopes will solve the adoption challenge. The firm assembled a team of 25 of its most successful...

Wirehouses using digital advice technology to boost cross-selling

July 2, 2018

Wirehouses may be playing catchup to the technology offered by custodians and independent fintech vendors, but the next-generation technology platforms they've recently revealed suggest a growth opportunity the others lack: a new chance to cross-sell...

Why You Need an Active Social Media Presence

July 1, 2018

It may come as a surprise to some, but social media can play a key role in successfully growing your business. Routinely publishing content on social media platforms will not only help you establish your brand, but it will also help you develop...

Making a habit out of CRM best practices will help your business

June 29, 2018

"We are what we repeatedly do. Excellence, then, is not an act but a habit." — Will Durant Most of us struggle to some degree with establishing a work-life balance that yields all of our desired results. In many cases, addressing these struggles...

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