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Oranj launches 'free' financial platform as way to lower client costs

October 10, 2017

Software provider Oranj has introduced a wealth management tool that it says can help reduce product and technology fees paid by investors. Dubbed MAX — for manage, advise and experience — the software will be made available to advisers...

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...

Data breaches ratchet up risks for financial advisory firms

October 7, 2017

Financial advisory​ firms of all kinds have received fair warning that they must strengthen their data security and client identity protocols. The warning came in the form of the revelation of the huge Equifax cybersecurity breach, the Securities...

Redtail launches compliant texting platform

October 5, 2017

In response to the growing use of texting, Redtail Technology has introduced a compliance-approved platform that enables advisers to text with clients through their firm's customer relationship management tool. Called Redtail Speak, the application...

The trials of converting to new financial planning software

October 2, 2017

Probably the only thing evolving quicker than the financial planning industry is the technology that supports it. It's nearly impossible to peruse an industry publication without reading about a new fintech merger or an update on the fiercely...

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...

How do I? Your social media questions answered

September 29, 2017

One of the great things about a career in social media, and by extension having a social media column, is the ability to help people with their social media questions. They usually come in randomly over Twitter or sometimes via email, but I...

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...

SEC creates cyber unit to eye firms and task force for investor protection

September 26, 2017

The Securities and Exchange Commission has created a cyber unit to target cyber-related misconduct, as well as a retail strategy task force aimed at helping and protecting individual investors. The agency said its new cyber unit will focus the...

Envestnet to buy FolioDynamix

September 25, 2017

Envestnet Inc., a wealth management and technology platform used by financial advisers, said on Monday after the market closed it intended to acquire FolioDynamix, a technology and asset management firm, for $195 million in cash. At the end...

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...

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...

Hackers may have profited from SEC breach

September 21, 2017

The vulnerability of governments and businesses to cyberattacks was exposed again Wednesday when a top U.S. financial regulator said hackers had breached its electronic database of market-moving corporate announcements, and may have profited...

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...

Sallie Krawcheck wants Ellevest to change the way women save for retirement

September 18, 2017

Women's careers are different from men's, and their retirement planning should be, too, is Sallie Krawcheck's pitch. Now Krawcheck, one of the top women on Wall Street, has closed a hefty new round of funding for her startup robo-adviser, Ellevest....

Fidelity robo now available to platform users

September 13, 2017

Financial firms using Fidelity's Wealthscape adviser technology platform now have access to the robo adviser the company has developed with eMoney Advisor. Fidelity's clearing and custody arm has concluded the pilot of the Fidelity AMP (Automated...

7 ways for advisers to help shield clients from Equifax data hack

September 12, 2017

The Equifax security breach, made public last week, leaves 143 million consumers vulnerable to identify theft and credit fraud. But there are some ways advisers can help protect clients from the current and future threats.

Hackers were likely targeting credit card numbers in Equifax heist

September 8, 2017

The criminals who targeted Equifax Inc. and pulled off one of the biggest hacks in history probably had a less aggressive goal than accessing consumers' personal data: stealing their credit card numbers. According to a person familiar with the...

How technology can help advisers manage a new compliance landscape

September 7, 2017

In a post-fiduciary world, the difference between adequate and robust compliance processes will make or break your firm's ability to stay on top of new rules, including the Department of Labor's fiduciary rule and revised ADV disclosure requirements....

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