Fintech

Displaying 5126 results
TD Ameritrade partners with popular Chinese app WeChat
FINTECH DEC 03, 2018
TD Ameritrade partners with popular Chinese app WeChat

The program will allow U.S. users of WeChat to access market data and accounts, though privacy concerns surround the app.

By Ryan W. Neal
LPL buys AdvisoryWorld for $28 million in cash
FINTECH DEC 03, 2018
LPL buys AdvisoryWorld for $28 million in cash

The purchase will boost LPL's plans to build a next-generation, integrated adviser technology platform.

By Ryan W. Neal
Drive growth today and be positioned to thrive in future markets
OPINION NOV 29, 2018
Drive growth today and be positioned to thrive in future markets

Recent market volatility serves as a reminder to prepare advisory firms for a changing environment.

By Shirl Penney
Survey finds financial planning most adopted technology, digital trading least
FINTECH NOV 29, 2018
Survey finds financial planning most adopted technology, digital trading least

A report from Redtail Technology found tech adoption to be equal across generations

By Ryan W. Neal
Is TCA by E*Trade's new account aggregation tool late to the party?
FINTECH NOV 29, 2018
Is TCA by E*Trade's new account aggregation tool late to the party?

Digital account aggregation has been around for decades, but may now be seeing increased adoption.

By Ryan W. Neal
The paradoxical solution to more-personal investment management
FINTECH NOV 28, 2018
The paradoxical solution to more-personal investment management

Technology sits at the nexus of clients' desire for personalization and their willingness to accept digital tools.

By Bloomberg
BlackRock takes equity stake in Envestnet
FINTECH NOV 27, 2018
BlackRock takes equity stake in Envestnet

To get its technology in front of more advisers, the asset manager is acquiring a 4.9% share of the fintech and TAMP giant.

By Ryan W. Neal
Nasdaq rout reflects rising concerns that tech stocks have peaked
EQUITIES NOV 20, 2018
Nasdaq rout reflects rising concerns that tech stocks have peaked

Growth at the biggest tech companies is slowing at the same time criticism of Silicon Valley's monopolistic tendencies is rising

By Bloomberg
Morgan Stanley launches new adviser technology dashboard
FINTECH NOV 20, 2018
Morgan Stanley launches new adviser technology dashboard

WealthDesk integrates Morgan Stanley's new suite of technology in a single location.

By Ryan W. Neal
Embrace innovation to attract next-gen investors
OPINION NOV 19, 2018
Embrace innovation to attract next-gen investors

Advisers need to change their relationship with technology to keep pace with the changing preferences of younger clients

By Dani Fava
Fintech one of few areas willing to give women a break
FINTECH NOV 17, 2018
Fintech one of few areas willing to give women a break

Historical barriers are less entrenched in financial technology, and women are taking full advantage of their chance to shine.

By Ryan W. Neal
Robo Acorns said to seek funding at $700 million valuation
FINTECH NOV 16, 2018
Robo Acorns said to seek funding at $700 million valuation

BlackRock and PayPal are among the company's existing investors

By Bloomberg
Social media automation is an automatic fail
FINTECH NOV 15, 2018
Social media automation is an automatic fail

Interacting with your community isn't something you can fake — why automating the process to save time will cost you dearly.

By Scott Kleinberg
Betterment revamping adviser-facing dashboard
FINTECH NOV 15, 2018
Betterment revamping adviser-facing dashboard

Robo adviser update includes more information to help advisers track client behavior.

By Ryan W. Neal
LPL providing credit monitoring, identity protection to investors exposed by data breach
FINTECH NOV 14, 2018
LPL providing credit monitoring, identity protection to investors exposed by data breach

The firm remains tight-lipped about how many investors were affected.

By Ryan W. Neal
RightCapital lands partnership with Commonwealth
FINTECH NOV 14, 2018
RightCapital lands partnership with Commonwealth

The financial planning startup hopes to provide tech to Commonwealth's network of 1,800 advisers.

By Ryan W. Neal
Apple stock plunge sends shudder through rest of U.S. economy
FINTECH NOV 13, 2018
Apple stock plunge sends shudder through rest of U.S. economy

Abysmal seven-day stretch for iPhone-maker further dragged by earnings speculation analysts say is too optimistic

By Bloomberg
Orion, Advicent give advisers more control over client reports
FINTECH NOV 13, 2018
Orion, Advicent give advisers more control over client reports

Latest updates make it easier for firms to customize reports to exact specifications.

By Ryan W. Neal
Advisor Group launching new paperless onboarding technology
FINTECH NOV 13, 2018
Advisor Group launching new paperless onboarding technology

Program hopes to give advisers a fully digital client experience on par with robos.

By Ryan W. Neal
Michael Kitces: The latest in financial adviser fintech — November 2018
FINTECH NOV 12, 2018
Michael Kitces: The latest in financial adviser fintech — November 2018

By Michael Kitces