Results for "technology"

Displaying 2,731 results

Sort: Date | Relevance

Author:

Betterment links its tool for advisers with outside tech provider

September 19, 2018

Betterment for Advisors is deepening its relationship with financial planning technology vendor RightCapital. The two companies are already integrated, but the new partnership includes a joint go-to-market strategy with cross-selling components....

Bank of America to sell alternative operations with $20 billion to iCapital

September 19, 2018

Bank of America Corp. agreed to sell businesses that administer alternative investment feeder funds to iCapital Network, a financial technology firm led by a former Goldman Sachs Group Inc. banker. The operations for feeder funds, which pool...

EF Hutton banks on cryptocurrency to fuel latest revival

September 18, 2018

Editor's note: This blog has been updated to include comments from EF Hutton CEO Chris Daniels, who could not be reached prior to its original publication. "When EF Hutton talks, people listen ... and make coin." That is the catch phrase EF...

AI for everyone: ForwardLane wants to show some love for small, midsize advisers

September 18, 2018

The development of artificial intelligence technology for financial advisers so far has been dominated by the largest firms, but new startup ForwardLane is hoping to level the playing field for small and midsize advisers. ForwardLane has an...

Salesforce expects CRM to boost cross-channel referrals

September 17, 2018

Salesforce's latest update to Financial Services Cloud, the version of its client relationship management technology tailored to wealth managers, introduced new features, analytics and integrations that the company said will bridge the gaps...

New iPhone can end the days of carrying around two phones

September 13, 2018

Apple introduced the world to three new iPhones and a new Apple Watch on Wednesday, focusing on evolutionary upgrades — a faster processor, better camera, crisper screen and longer battery life. But more than revolutionary new features, one...

Betterment clients can now buy one-time access to human financial advisers

September 12, 2018

Betterment is making its team of human financial advisers more accessible to clients with smaller accounts. The digital advice platform now offers "advice packages" to investors looking for one-time guidance for a flat fee. Any investor can...

MoneyGuidePro releases fifth-generation financial planning tool

September 12, 2018

All eyes are turned toward Silicon Valley for the latest technology updates from Apple, but financial advisers might be more interested in news coming from Powhatan, Va. That's where PIEtech on Wednesday released MoneyGuidePro G5, the fifth...

Finra makes its first cryptocurrency bust

September 11, 2018

The Financial Industry Regulatory Authority Inc. has charged former broker Timothy Ayre with securities fraud and the unlawful distribution of HempCoin, an unregistered cryptocurrency security. The case marks Finra's first disciplinary action...

Warburg Pincus invests $33 million in new hybrid robo

September 10, 2018

This summer's consolidation of robo-advisers isn't stopping new money from flowing into hopeful startups. Warburg Pincus is leading a $33 million investment in Facet Wealth, a new company that believes its unique growth strategy will avoid the...

TD Ameritrade adds socially aware portfolios to retail robo adviser

September 7, 2018

TD Ameritrade is adding five new "socially aware" portfolios to Essential Portfolios, the company's retail robo-adviser. The portfolios will offer ETFs with environmental, social and governance (ESG) factors, as assessed by the Morgan Stanley...

How to adapt efficiently to industry trends

September 6, 2018

If there's one skill that an adviser needs today, it's the ability to manage change. Look at some of the many and varied high-level trends that have been grabbing headlines in our trade publications: • Fee compression and transparency •...

Oranj utilizes summer interns to build Redtail integration

September 6, 2018

Oranj is taking an innovative approach to finding next-generation engineering talent to work on its growing wealth management software. The company's team of summer interns successfully developed and launched a new integration with Redtail Technology's...

Apex will soon custody cryptocurrency assets

September 4, 2018

Brokers working with Apex Clearing will soon be to offer clients cryptocurrencies alongside traditional assets. Apex Crypto, which is launching in the fourth quarter, gives firms using Apex for custody and clearing the ability to open a client...

Are schools adequately preparing next-gen advisers?

September 1, 2018

Eric Schaefer's client was all ears when he laid out a new financial plan for him. Then the client's eagerness to implement the plan suddenly morphed into dejection. "I literally have no time to do any of this," the client said. Mr. Schaefer,...

Personal Capital takes aim at retirement income

August 31, 2018

Personal Capital's latest feature on its robo platform helps clients create a tax-efficient retirement income strategy. Retirement Paycheck leverages account level tax status, household tax filing status, and the latest state and federal tax...

Latest ranking of the robos still ruffling feathers

August 30, 2018

With the goal of becoming the go-to resource on digital advice platforms, Backend Benchmarking has a new report that ranks 10 of the largest robo advisers. The research firm is best known for its quarterly "Robo Report," which analyzes the allocation...

Schwab abandons plan to build multi-custodial portfolio management tool

August 30, 2018

Schwab Advisor Services is getting closer to finally releasing a next-generation portfolio management technology, but it will not be the multi-custodial tool it promised advisers years ago. The upcoming release of PortfolioConnect will now be...

Secrets Behind Success: Firms that strategically build capacity are elevating their growth trajectory

August 30, 2018

If you build it, they will come. This familiar phrase may have been adapted from a 30-year-old sports film (Field of Dreams), but it has become the fierce rallying cry for every forward-thinking business person who has dared to invest in staff...

Estimating the impact of early retirement on Social Security benefits

August 29, 2018

One of the most common questions I receive from financial advisers concerns the impact of early retirement on future Social Security benefits. They wonder if the estimated benefits statement that their clients receive accurately portrays future...

Next Page »

1 | 2 | 3 | 4 | 5 ... 137

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.