Fintech

Displaying 4797 results
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
FINTECH AUG 08, 2017
Robos, digital platforms and human financial advice: What investors really want

By InvestmentNews Research and Oranj
FINTECH AUG 07, 2017
PlanPlus and FinaMetrica merge

Combined provider of planning and risk-tolerance tools renamed PlanPlus Global.

By InvestmentNews
RIA NEWS AUG 07, 2017
Custodians are charting fintech's future

From workflow efficiencies to robo-advice and artificial intelligence, the big four are developing technology to entice advisers.

By Liz Skinner
FINTECH AUG 04, 2017
Four tech tools for communicating with clients

These tools will help advisers interact with clients in a faster and more engaging way.

By Joe DiMauro
FINTECH AUG 01, 2017
LPL preparing two tech additions for advisers and their clients

The firm is working on a robo-platform and a new mobile app for clients

By Bruce Kelly
FINTECH JUL 24, 2017
Betterment funding values firm at $800 million

Now with $10 billion in assets, robo receives $70 million in new funding.

By Bloomberg
FINTECH JUL 22, 2017
Understanding algorithms is key to gauging robo fiduciary status

Regulators must learn new techniques and skills to examine robo-advisers for their adherence to the fiduciary standard.

By crain-api
FINTECH JUL 21, 2017
Tech companies deploy behavioral finance tools for advisers

They seek to turn knowing more about clients into growing more revenue.

By Liz Skinner
FINTECH JUL 18, 2017
Get started with Lists: The best part of Twitter you're not using

Think you know everything there is to know about Twitter? Think again. And get ready to be wowed.

By Scott Kleinberg
FINTECH JUL 17, 2017
Rehabilitating a besmirched reputation online can cost time and money

Negative links can cause prospects to disappear and clients to ask questions.

By Liz Skinner
FINTECH JUL 10, 2017
How technology will amplify the humanity in financial advice

Powered by data and analytics, the human component of advice will become even stronger.

By Naureen Hassan
FINTECH JUL 10, 2017
How financial advisers can bridge the digital divide

By InvestmentNews Research and Oranj
FINTECH JUL 06, 2017
Advisers envision a disrupted advice industry if Amazon shows up

Amazon serves up great prices at an amazing speed. Could it make financial advice easy, too?

By Liz Skinner
FINTECH JUL 06, 2017
Dominated by women, tech-heavy fund is up 36% on the year

Seattle-based Zevenbergen Genea observes what products consumers are gravitating to when picking stocks.

By John Waggoner
FINTECH JUL 05, 2017
Changing the financial advice industry narrative: put the client first

It is incumbent upon us all to meet the quickly evolving needs and expectations of our customers.

By Steve Dunlap
FINTECH JUL 05, 2017
The big news and trends in adviser #FinTech

This month's edition kicks off with the big release of Riskalyze's new Autopilot platform.

By mkitces
FINTECH JUN 30, 2017
Are regulators equipped to monitor robo-advisers as fiduciaries?

Academics encourage agencies to boost their digital exam tools now, before automated platforms get even bigger.

By Liz Skinner
FINTECH JUN 29, 2017
Fintech sales take off after DOL fiduciary rule's partial implementation

Interest in fiduciary-related fintech previously cooled following the election of President Donald J. Trump.

By Liz Skinner
FINTECH JUN 28, 2017
Don't guess, grade your own social media performance with analytics

It makes no sense to post on social media and never measure its impact. Here's how to do it right every time.

By Scott Kleinberg