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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...

Top 5 ways comprehensive technology boosts client engagement

October 19, 2017

For decades, financial advisers built relationships with clients through fairly traditional means, but today's investors are looking to connect with their advisers digitally. Advisers who leverage a comprehensive technology platform can provide...

If a GPS app can fail, so can fintech

October 9, 2017

I recently read an article from the Philadelphia Inquirer about an 18-wheeler that drove several miles down the pedestrian-only Boardwalk in Atlantic City. The driver was following instructions of his onboard navigation system which had the...

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.

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...

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,...

LPL preparing two tech additions for advisers and their clients

August 1, 2017

LPL Financial is getting ready to drop two significant technology tools for its more than 14,000 advisers: a finished robo-platform and a new mobile app for clients. The robo-platform, which is called Guided Wealth Portfolios and has been in...

Robo-adviser takes a stake in Plancorp

May 25, 2017

Financial advice firm Plancorp has attracted a novel investor. The 34-year-old advisory firm is now partially owned by a fintech firm launching a digital advice platform later this year. The St. Louis, Mo.-based registered investment advisory...

The next financial crisis is near

September 24, 2017

It has been 10 years since the last financial crisis, and some have already started to predict that the next one is near. But when it comes, it will likely have its roots in Silicon Valley, not Wall Street. The world of finance looks very different...

Power Financial invests $37 million in Wealthsimple as robo seeks bigger U.S. market share

May 12, 2017

Power Financial, the Canadian parent of Putnam Investments and Great-West Financial, has invested an additional $37 million in Wealthsimple, a Toronto-based robo-adviser that is expanding in the U.S. This additional capital infusion doubles...

SoFi to add human advisers to its digital wealth management platform

May 16, 2017

The line between robo-advisers and traditional wealth-management services used to be black and white. Now it's increasingly gray. Social Finance Inc., the online lender known as SoFi, is ramping up its wealth-management platform by adding human...

AssetMark entices Cetera's top techie to come aboard and help advisers grow

March 29, 2017

AssetMark has attracted a top-notch technology executive to its ranks about a year after the wealth management technology firm announced it would be acquired by Chinese securities group Huatai Securities, which paid $768 million for the business...

Tech tools not always the answer for clients

April 16, 2017

Many financial advisory firms are scrambling to make digital onboarding available to tech-hungry clients, but one of the largest firms in the nation is bringing the task back into the office. After offering clients the opportunity to sign contracts...

SEC reveals further damage from Edgar hack

October 2, 2017

The U.S. Securities and Exchange Commission said Monday that the hackers who broke into its corporate filing system last year accessed two people's personal information, a change from the agency's previous assessment that it didn't believe such...

Envestnet deal driven by commission-based IBD accounts

September 26, 2017

Despite years of steady pressure to move the financial advice industry away from commissions, Envestnet's planned acquisition of competitor technology platform FolioDynamix shows support for more of the same. Speaking to analysts Monday evening...

Digitize your data to elevate your business strategy

September 26, 2017

Research shows many wealth management firms recognize that digital strategy for customer engagement and operational excellence is a top priority. But the idea of digitally transforming a business can feel intimidating. Where to start? What will...

Edgar hack calls dramatic attention to dangers of tech and transparency

September 22, 2017

The U.S. Securities and Exchange Commission hails its database of company filings as an innovation that's dramatically boosted corporate transparency. But a hack that led to the theft of market-moving secrets is the latest sign that technology...

Robos, digital platforms and human financial advice: What investors really want

August 8, 2017

The following is an excerpt from a new research paper, “An adviser's guide to understanding investors' digital DNA,” that was co-developed by InvestmentNews Research and Oranj: The emergence of robo-advice and robo-investing platforms in...

Riskalyze's Aaron Klein reveals how he grew his company

August 5, 2016

Have you ever heard of the company Riskalyze? It's a popular tool financial professionals use to assign risk scores to their clients to guide their investment strategy. Just a few years ago, Riskalyze was on the ropes. Their initial launch strategy...

SEC hack a result of letting companies practice on Edgar filing system ​

September 21, 2017

Companies that took advantage of the chance to practice filing sensitive information with the U.S. Securities and Exchange Commission might wish they hadn't. While the SEC is providing few details, the regulator did say the hack of its online...

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