Results for "technology"

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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....

TD Ameritrade expands reach to customers via new Twitter service

February 8, 2018

TD Ameritrade Holding Corp. could be sliding into your DMs. The brokerage is allowing customers to buy and sell stocks and exchange-traded funds using direct messages on Twitter Inc.'s platform, months after creating a similar feature for Facebook...

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...

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...

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...

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...

More funding for robo-advisers doesn't quell skeptics

January 5, 2018

Wealthfront closed yet another round of funding Thursday. Along with news reports touting the firm's $75 million capital inflow to help it develop new products for its growing client base, it inspired yet another round of skepticism from the...

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...

Wall Street aims to protect 401(k)s from hacking nightmare

January 4, 2018

U.S. financial firms plan to expand a secretive project protecting bank accounts against crippling cyberattacks so that it will also guard trillions of dollars in investment funds. The industry-led project, called Sheltered Harbor, already is...

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...

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...

TIAA-owned robo MyVest automates middle-office tasks

December 13, 2017

MyVest, the business-to-business robo-adviser owned by TIAA, has a new technology suite to digitize common middle-office tasks. The update brings automated daily reconciliation to MyVest's enterprise wealth management platform, Strategic Portfolio...

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...

Get smart about the future of trading

November 27, 2017

If there was ever an industry in transition, it's the investment management industry. The pace of change is accelerating and transforming investing. This continuous march in industry transformation began in the mid-1970s with the de-regulation...

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...

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.

Quovo enables customers to add personal finance management tools

December 20, 2017

Data aggregation firm Quovo is adding new widgets to help large advisory firms at broker-dealers better utilize client account data. The widgets let firms add personal finance management tools like live balance sheets, budgeting, and progress...

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...

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