Results for "technology"

Displaying 2,480 results

Sort: Date | Relevance

Author:

Morningstar, Orion and many more vendors unleash tech launches at Schwab IMPACT

November 16, 2017

Large industry events like Charles Schwab's annual IMPACT conference, happening this week in Chicago, are increasingly focusing on technology. Not only are firms integrating third-party software with their brokerage platforms to meet adviser...

Fidelity's eMoney Advisor partners with Schwab

November 15, 2017

Financial planning technology firm eMoney Advisor plans to integrate with Schwab Advisor Services' OpenView Gateway, eMoney announced today at the annual Charles Schwab IMPACT conference in Chicago. The move is interesting given the competitive...

Digital disruption coming for asset managers, says Moody's

November 15, 2017

The next wave of digital disruption in the asset management business will come about as the result of the industry's lack of innovation and long-term underperformance. That's the view of Moody's Investors Service in a report that sees technological...

Betterment launches 'free' charitable-giving platform

November 15, 2017

Betterment plans to digitize yet another value proposition of traditional advisers, this time setting its robo-sights on charitable giving. A new feature from the digital adviser, aptly named Betterment Charitable Giving, lets investors donate...

Envestnet Tamarac overhauls adviser software

November 14, 2017

Envestnet Tamarac is launching a significantly redesigned version of its wealth management software suite for advisers. What was formerly known as Advisor Xi is now simply called Tamarac, but the company says the update is much more than either...

Three former TD execs have big plans for small TAMP

November 13, 2017

Three former TD Ameritrade executives are taking over a small turnkey asset management platform with hopes of turning it into a major player in the wealth management industry. Bryce Engel, a former senior vice president and chief brokerage officer...

Advisers still wary of bitcoin as interest grows

November 9, 2017

Investment advisers still warn their clients about the dangers of bitcoin – but they are getting more inquiries about the cryptocurrency. Bitcoin began the year at $899.65, according to WorldCoinIndex.com, and was trading Wednesday at $7,229.39...

Smart data can improve behavior, outcomes for retirement savers

November 9, 2017

We have all heard of big data, which the defined contribution industry has not leveraged sufficiently and has gotten a black eye for it. At a recent industry conference, I heard Tina Wilson, senior vice president at MassMutual, mention a new...

Capitect using technology to deliver 'mass personalization' to portfolios

November 8, 2017

As passive investing and robo-advisers continue to commoditize investment management, advisers are told they need to find new ways to demonstrate value to clients. An increasingly popular strategy is to turn client assets over to model portfolios...

Salesforce partners with IBM Watson for AI use in CRM

November 7, 2017

Salesforce is making it easier for developers to use IBM Watson's artificial intelligence engine within the firm's customer relationship management software, which could lead to some exciting new technology for advisers. To kick off the annual...

Wells Fargo launches hybrid robo-adviser

November 6, 2017

Wells Fargo officially got into the digital advice market on Monday with the launch of Intuitive Investor, the bank's new hybrid robo-adviser. The offering combines digital access to a portfolio of ETFs designed by the Wells Fargo Investment...

Do financial advisers need mandatory technology adoption?

November 4, 2017

Technology can work many wonders — as long as it is used. One persistent problem in the advice business, however, is the relatively low rate at which advisers adopt new technology. Could adoption be mandatory? Participants in the Technology...

Technology issues test RIAs and custodians

November 4, 2017

Gather the technology leaders of competing custodians and registered investment advisers of various sizes, and there are sure to be some disagreements about whether robo-advisers are a blessing or a curse and which are the greatest cybersecurity...

Broker-dealers debate big data and other technology promises

November 4, 2017

How successful are​ broker-dealers in harnessing the power of big data and predictive analytics to help advisers grow their practices and retain clients? According to a panel of broker-dealer executives participating in an InvestmentNews Technology...

What's the next emerging technology for advisers?

November 4, 2017

The current and future states of adviser technology were the subjects of two hour-long sessions at the InvestmentNews Technology Think Tank held in September in New York. In each session, participants were asked to identify their firm's top...

America's digital financial habits disappoint

November 4, 2017

Consumers of all ages are spending their money online, but fewer use digital tools to save and invest. Firms are looking for tools to make it easier. Digital tools can enhance their clients' financial services experience and the overall stickiness...

Sharing on social media: How to do it right every time

November 1, 2017

Everyone knows one of those people. Someone who knows the entire story before everyone else and isn't shy about sharing those opinions on social media. They're almost always wrong. Whether it's something that's at first shocking but eventually...

Fintech firms to use dark web to improve cybersecurity for advisers

October 31, 2017

The financial services industry has found its way onto the dark web. Just don't call it the dark web. "We're the new internet, which is like a layer on top of the internet," said Aaron Spradlin, co-founder and chief executive of CleverDome,...

George Papadopoulos, financial planner, confused with key figure in Trump probe on social media

October 30, 2017

Many investment advisers dream of increasing their recognition and following on social media — but not the way it happened Monday to George Papadopoulos. Mr. Papadopoulos, a financial planner in Novi, Mich., was mistaken for George Papadopoulos,...

Most popular adviser software by category

October 27, 2017

Here are the top software choices that advisory firms are buying when it comes to account aggregation, compliance, CRMs, financial planning, portfolio management, rebalancing and risk management. Source: InvestmentNews 2017 Adviser Technology Study.

Next Page »

1 | 2 | 3 | 4 | 5 ... 124