Fintech

Displaying 4796 results
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
FINTECH SEP 13, 2017
Fidelity robo now available to platform users

The AMP digital offering integrates with eMoney tools.

By InvestmentNews
FINTECH SEP 08, 2017
Hackers were likely targeting credit card numbers in Equifax heist

Company keeps millions of active cards on file.

By Bloomberg
FINTECH SEP 07, 2017
Joel Bruckenstein discusses how technology will disrupt the status quo in financial advice

Advisers need to look at other industries that have adapted successfully, Mr. Bruckenstein, the president of Technology Tools for Today, said at the Insider's Forum conference.

By Jeff Benjamin
FINTECH SEP 07, 2017
5 things you must avoid doing on social media

There are things that are wrong, and there are things that are just plain bad. Steer clear of these social media mistakes.

By Scott Kleinberg
FINTECH SEP 07, 2017
How technology can help advisers manage a new compliance landscape

A technology audit can help ensure your firm is taking the necessary steps to meet new and changing compliance requirements.

By Bloomberg
FINTECH SEP 06, 2017
Industry veterans form tech integrator for advisers

Lori Hardwick and Michael Zebrowski introduce venture to improve advisers' fintech experience.

By Liz Skinner
FINTECH SEP 05, 2017
Should financial advisers invest in social media?

Looking at how different generations of advisers approach this marketing strategy can offer insights.

By Joni Youngwirth
FINTECH SEP 05, 2017
The latest in financial adviser #FinTech

This month's edition kicks off with the big news that Personal Capital has crossed $5B of AUM.

By mkitces
EQUITIES AUG 24, 2017
Tech bubble just talk — for now

But technology stocks could fall just as hard, or harder, than the S&P 500 in a broad market downturn.

By John Waggoner
FINTECH AUG 23, 2017
The 7 secrets of content marketing

A static, five-page online business card as your website won't cut it anymore.

By Megan Carpenter
The future looks very different
FINTECH AUG 19, 2017
The future looks very different

By Evan Cooper
FINTECH AUG 18, 2017
Will Jeffrey Gundlach's Trump-like approach on Twitter work in financial services?

The DoubleLine CEO's attacks on Wall Street Journal reporters is igniting a discussion on what's fair game on social media.

By Jeff Benjamin
RETIREMENT PLANNING AUG 18, 2017
The DOL fiduciary rule practically necessitates account aggregation

The more comprehensive the view of client finances, the more prudent the advice.

By Lowell Putnam
FINTECH AUG 18, 2017
Automation: An effective way to enhance marketing success

Five tips on how to successfully deliver content and promote your business.

By Pete Muckley
FINTECH AUG 16, 2017
Advisers turning to text messages to communicate with clients

With email inboxes getting more and more jammed, firms give text messaging a fresh look

By Liz Skinner
FINTECH AUG 16, 2017
Advisers turning to text messages to communicate with clients

With email inboxes getting more and more jammed, firms give text messaging a fresh look.

By Liz Skinner
FINTECH AUG 10, 2017
Deleting your social media is a bad idea

Despite what you may have heard or seen, there's a reason why the delete button is hidden — so don't use it.

By Scott Kleinberg
FINTECH AUG 09, 2017
The latest in financial adviser #FinTech (August 2017)

Welcome to the August issue – where we look at the big news, announcements and underlying trends.

By Michael Kitces
FINTECH AUG 08, 2017
SEC risk alert calls on advisory industry to do more to shore up cybersecurity

Advisory firms given more details on how examiners want systems protected from hackers.

By Liz Skinner