Fintech

Displaying 4795 results
Google's move into cybersecurity would be a win for advisers
FINTECH AUG 24, 2018
Google's move into cybersecurity would be a win for advisers

Chronicle, Google's latest "moon shot," wants to level the playing field between large and small security teams.

By Ryan W. Neal
To delete, or not to delete: That is the social media question
FINTECH AUG 23, 2018
To delete, or not to delete: That is the social media question

This isn't Hamlet, and you'll get a different answer depending on whom you ask.

By Scott Kleinberg
Advisers can use online info to learn more about prospects — but should they?
FINTECH AUG 22, 2018
Advisers can use online info to learn more about prospects — but should they?

At Broadridge's Get Connected conference, panelists discussed the opportunities and challenges of data tracking.

By Ryan W. Neal
What advisers think of JPMorgan's new mobile investing app
FINTECH AUG 22, 2018
What advisers think of JPMorgan's new mobile investing app

With its offer of free trades and plans for a robo-adviser, JPMorgan could be a direct competitor for millennial money.

By Ryan W. Neal
How a hacker led to Finra censuring and fining a broker-dealer
FINTECH AUG 20, 2018
How a hacker led to Finra censuring and fining a broker-dealer

Buttonwood Partners of Madison, Wis., fined $50,000 over unauthorized transfers.

By InvestmentNews
Betterment introduces investor solution for rising interest rates
FINTECH AUG 17, 2018
Betterment introduces investor solution for rising interest rates

Smart Saver intends to help investors use extra cash to take advantage of rising interest rates.

By Ryan W. Neal
When it comes to regulating AI in financial services, murky waters are ahead
FINTECH AUG 17, 2018
When it comes to regulating AI in financial services, murky waters are ahead

Laws are unclear on how the technology fits in with compliance.

By Ryan W. Neal
Cerulli to take over MMI's data platform
FINTECH AUG 16, 2018
Cerulli to take over MMI's data platform

New effort will combine historical, current data.

By Bloomberg
Ladenburg platform to help IBDs with succession planning, acquisitions
FINTECH AUG 16, 2018
Ladenburg platform to help IBDs with succession planning, acquisitions

It's the first in a comprehensive M&A toolkit the firm plans to release through next year.

By Ryan W. Neal
'Billions' star Maggie Siff touts Betterment in new ad campaign
FINTECH AUG 15, 2018
'Billions' star Maggie Siff touts Betterment in new ad campaign

The commercials tell investors the robo adviser can help them 'outsmart average.'

By Ryan W. Neal
Fintech goes international to find top tech talent
FINTECH AUG 14, 2018
Fintech goes international to find top tech talent

Facing stiff competition from U.S. tech giants, fintechs find greener pastures overseas.

By Ryan W. Neal
Allianz Life joins Envestnet digital annuities marketplace
FINTECH AUG 13, 2018
Allianz Life joins Envestnet digital annuities marketplace

Insurer hopes Envestnet's technology will help reintroduce annuities to fee-based advisers.

By Ryan W. Neal
Trading apps expose investors to cybercriminals, report finds
FINTECH AUG 10, 2018
Trading apps expose investors to cybercriminals, report finds

Some apps store subscribers' passwords or data on trading without encryption.

By Bloomberg
Trading apps expose investors to cybercriminals, report finds
FINTECH AUG 10, 2018
Trading apps expose investors to cybercriminals, report finds

Some apps store subscribers' passwords or data on trading without encryption.

By Bloomberg
Technology aiding firms in adopting financial planning offerings
FINTECH AUG 10, 2018
Technology aiding firms in adopting financial planning offerings

Market forces are making planning as important as investment management, and firms across the industry are rethinking their services.

By Ryan W. Neal
Find success with an organized social media strategy
FINTECH AUG 09, 2018
Find success with an organized social media strategy

Tools like Hootsuite, Hearsay Social and TweetDeck help adviser deliver a coordinated message across various platforms.

By Ryan W. Neal
Envestnet says advisers are opening fewer new accounts in 2018
RIA NEWS AUG 08, 2018
Envestnet says advisers are opening fewer new accounts in 2018

Envestnet prepares for slower growth in net flows for the rest of the year.

By Ryan W. Neal
Financial planning software lets advisers tackle student loan repayment
FINTECH AUG 08, 2018
Financial planning software lets advisers tackle student loan repayment

After a client uploads their loan, RightCapital provides an interactive flowchart with available repayment options based on loan timing, career choice and consolidation.

By Ryan W. Neal
Vanguard Personal Advisor Services leads robos in risk-adjusted returns
FINTECH AUG 07, 2018
Vanguard Personal Advisor Services leads robos in risk-adjusted returns

The hybrid robo's straightforward approach minimizes volatility without sacrificing performance, new report finds.

By Ryan W. Neal
FAANGs are really solo acts, not a supergroup
EQUITIES AUG 07, 2018
FAANGs are really solo acts, not a supergroup

The five stocks differ in many ways — they're not even all tech companies

By Nir Kaissar