Fintech

Displaying 4795 results
Social media helps gain clients, but changes relationships, study finds
FINTECH APR 03, 2018
Social media helps gain clients, but changes relationships, study finds

Putnam research reveals more frequent, but less personal, adviser communications.

By InvestmentNews
FINTECH APR 02, 2018
Beyond payroll: What makes broker-dealers successful

Adviser compensation management is about more than adviser compensation.

By Michael Brodeur
FINTECH MAR 30, 2018
Social media spring cleaning is a must — now more than ever

Those Facebook issues you keep hearing about are a top reason to pay more attention to your account settings.

By Scott Kleinberg
RIA NEWS MAR 28, 2018
Envestnet looking to support breakaway advisers

New Quick Start program promises to onboard new RIAs on the Tamarac platform within 30 days.

By Ryan W. Neal
FINTECH MAR 28, 2018
Betterment to let humans customize robo portfolios

New Flexible Portfolios lets advisers and retail investors adjust individual asset class weightings.

By Ryan W. Neal
FINTECH MAR 27, 2018
Vanguard wrestles with new service problems

Tech glitch sends out erroneous messages to retail customers

By John Waggoner
FINTECH MAR 24, 2018
Social media all-stars of the financial advice community

With thousands of followers, these industry leaders are using Twitter and other platforms to find new clients, colleagues and friends.

By Ryan W. Neal
FINTECH MAR 23, 2018
BlackRock turns to robos to drive latest push into active ETFs

New sector of funds created under the 'iShares Evolved' brand.

By Bloomberg
FINTECH MAR 23, 2018
Wealthfront valuation reportedly slashed by about a third in most-recent funding round

Those familiar point to rising competition and dented optimism as possible contributors.

By InvestmentNews
RIA NEWS MAR 22, 2018
Former TD exec Tom Bradley lands on fintech board

New role with innovative cash-management platform as sign of things to come for Bradley, while potentially placing him at odds with TD.

By Jeff Benjamin
FINTECH MAR 22, 2018
What to make of Morgan Stanley's new robo

The brokerage's focus on digital could be a way to retain younger clients or an effort to catch up with Merrill.

By Bruce Kelly
FINTECH MAR 22, 2018
What if you found out you were really a ghost?

If potential clients can't find you on social media, you might as well not exist.

By Megan Carpenter
FINTECH MAR 13, 2018
Emerging market funds are powered by tech stocks

Should clients be concerned about funds' big holdings of Chinese technology stocks?

By John Waggoner
FINTECH MAR 08, 2018
Fintech vendors can't afford to be one-trick ponies

FinMason expands its investment analytics service as tech firms look for ways to increase market share.

By Ryan W. Neal
FINTECH MAR 08, 2018
The latest in financial adviser #FinTech

This month's edition kicks off with the announcement of Fidelity's new "Consolidated Data" platform, that aims to become a central account aggregation hub of all the relevant information regarding an advisory firm's clients and its own business.

By Michael Kitces
FINTECH MAR 06, 2018
Why Amazon is moving into finance, and what it means for advisers

While the company is only exploring a banking venture for now, some experts believe it is inevitable that Amazon will eventually turn its attention to financial advice of some sort.

By Ryan W. Neal
FINTECH MAR 05, 2018
Orion aids advisers who want to add alternative investments

Fintech firm has high hopes for new portfolio accounting tool feature.

By Ryan W. Neal
FINTECH MAR 05, 2018
LPL delays full rollout of new tech platform

Firm will delay shutdown of its legacy system amid advisers' concerns about readiness of new system.

By Bruce Kelly
FINTECH MAR 05, 2018
Morgan Stanley names new head of wealth management tech

Sal Cucchiara replaces Christopher Randazzo, who moves to Rockefeller Capital.

By InvestmentNews
FINTECH MAR 02, 2018
Investment technology: Can Alexa handle multi-account portfolio management?

Managing clients' investments in a unified manner is here to stay, and advisers should keep that in mind when selecting technology.

By Bloomberg