Fintech

Displaying 4795 results
FINTECH OCT 19, 2017
Top 5 ways comprehensive technology boosts client engagement

Gain a better view of your clients' finances and more communication touch points with them.

By Stuart DePina
FINTECH OCT 18, 2017
EquBot launching first ever ETF to use artificial intelligence

The program will parse regulatory filings and more than a million news stories to establish a portfolio of 30 to 70 stocks.

By Bloomberg
FINTECH OCT 10, 2017
Oranj launches 'free' financial platform as way to lower client costs

MAX platform offers access to products from BlackRock, Morningstar, Direxion and others.

By InvestmentNews
FINTECH OCT 09, 2017
If a GPS app can fail, so can fintech

Indispensable advisers know how to overcome the three biggest pitfalls of technology.

By Joe Duran
FINTECH OCT 07, 2017
Data breaches ratchet up risks for financial advisory firms

Registered investment advisers and broker-dealers must continue to upgrade their cyberdefenses if they wish to avoid finding themselves in hot water with investors and regulators.

By crain-api
FINTECH OCT 05, 2017
Redtail launches compliant texting platform

New service will record and archive text messages in searchable format.

By InvestmentNews
FINTECH OCT 03, 2017
The latest in financial adviser #FinTech

This month's edition kicks off with the big news that Envestnet is acquiring FolioDynamix, a 'mega-deal' that will bring Envestnet's total assets to $2T.

By mkitces
FINTECH OCT 02, 2017
The trials of converting to new financial planning software

Generate excitement beforehand, track your team's progress, and communicate every step of the way.

By Matt Cosgriff
FINTECH OCT 02, 2017
SEC reveals further damage from Edgar hack

The agency said two people's personal data, including dates of birth and Social Security numbers, were stolen, as it continues to investigate the breach.

By Bloomberg
FINTECH SEP 29, 2017
How do I? Your social media questions answered

When do I post? What should I write? How do I know it's working? You have questions? I have answers.

By Scott Kleinberg
FINTECH SEP 26, 2017
Digitize your data to elevate your business strategy

Stop wasting time with paper and start boosting revenue with automation.

By Linda Ding
FINTECH SEP 26, 2017
Envestnet deal driven by commission-based IBD accounts

By Jeff Benjamin
FINTECH SEP 26, 2017
SEC creates cyber unit to eye firms and task force for investor protection

Initiatives aim to combat misconduct by financial firms online and fraud perpetrated against clients.

By InvestmentNews
FINTECH SEP 25, 2017
Envestnet to buy FolioDynamix

The deal, which is expected to close in the first quarter of 2018, will bring the total assets Envestnet works with to almost $2 trillion.

By Bruce Kelly
The next financial crisis is near
FINTECH SEP 24, 2017
The next financial crisis is near

Reforms have overlooked emerging risks coming from Silicon Valley.

By William Magnuson
FINTECH SEP 22, 2017
Edgar hack calls dramatic attention to dangers of tech and transparency

The breach adds to a growing list of concerns over the SEC's massive online system.

By Bloomberg
FINTECH SEP 21, 2017
Hackers may have profited from SEC breach

The hack of the agency's Edgar filing system occurred in 2016, but the regulator didn't conclude until last month that the cybercriminals may have used their bounty to make illicit trades.

By Bloomberg
FINTECH SEP 21, 2017
SEC hack a result of letting companies practice on Edgar filing system

It lets startups unfamiliar with filling out SEC forms get comfortable with the process. That's how it got hacked.

By Bloomberg
FINTECH SEP 20, 2017
Morningstar CEO Kunal Kapoor tells advisers to embrace technology

By Jeff Benjamin
Sallie Krawcheck wants Ellevest to change the way women save for retirement
FINTECH SEP 18, 2017
Sallie Krawcheck wants Ellevest to change the way women save for retirement

The former wealth management executive's startup robo-adviser tailors portfolios to women's distinct career paths.

By Bloomberg