Results for "technology"

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'Billions' star Maggie Siff touts Betterment in new ad campaign

August 15, 2018

Betterment has a new advertising campaign that employes the talents of actress Maggie Siff, who currently plays psychiatrist Wendy Rhoades on the Showtime series "Billions." In the 30-second TV spots, Ms. Rhoades tells investors, "Don't settle...

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...

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...

Envestnet Yodlee raises the bar with AI-powered apps

May 21, 2018

Any doubts as to who is leading the way on adviser technology should be put to rest after last week's Envestnet Advisor Summit. In addition to announcing updates to Tamarac and a plan to launch an annuities marketplace, Envestnet gave a first...

The latest in financial adviser #FinTech

March 8, 2018

Welcome to the March 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers...

Fintech learns to play nice with traditional institutions

January 12, 2018

Fintech is finally learning to play nice with the financial services industry. The last couple of years have seen fintech upstarts forge successful partnerships with incumbent financial institutions to better the industry from the inside out....

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...

Your practice needs total digital transformation

December 6, 2017

Offer any Wall Street firm the chance to boost annual revenues by nearly 10% while growing market share and boosting productivity of key employees, and most chief executives would jump at the chance without hesitation. That may sound like a...

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...

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...

Top 5 ways robo-advisers are disrupting the industry

July 12, 2016

As algorithm-based investment advice becomes increasingly popular, an InvestmentNews white paper released Monday looks at some of the major ways robo-advisers will influence the financial advisory industry.

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...

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...

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...

Why you need to think like a technology company

May 21, 2015

It is not uncommon to hear established advisers discussing the use of technology to attract the next generation of clients and younger advisers to their firms. Some have also discovered that today's successful advisers have a great opportunity...

7 top apps for saving financial advisers time and money

February 9, 2015

The administrative tasks that once may have bogged down an adviser may not be as time-consuming as they once were. When it comes to managing emails, scheduling appointments and even booking reservations, apps geared toward time management are...

Fintech leaders address adoption and integration

May 23, 2018

Leading custodians, broker-dealers and RIAs continue to increase their investment in adviser technology, according to InvestmentNews research. That increase in spending brings an enhanced concern that field advisers and support staff are fully...

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