Fintech

Displaying 4797 results
RIA NEWS JUN 28, 2017
TD Ameritrade adds video performance reports for robo-advice clients

Custodian ramping up its digital-platform offerings in race to accumulate assets.

By Liz Skinner
FINTECH JUN 27, 2017
AssetMark offers advisers free tool to value their business

Assessment also evaluates growth and transferability potential.

By InvestmentNews
FINTECH JUN 25, 2017
How millennial advisers can foster the entrepreneur within

Like generations before us, millennials have an entrepreneurial spirit. What separates us is our ability to harness technology to be more productive; to achieve more in the same time given.

By Douglas A. Boneparth and Heather J. Boneparth
Edward Jones is winning the Google search war
FINTECH JUN 22, 2017
Edward Jones is winning the Google search war

Brokerage firm's digital marketing investment helps land it at the top of local and overall search engine results, report finds.

By Liz Skinner
FINTECH JUN 22, 2017
LPL losing tech guru Victor Fetter

He will be replaced by Scott Seese, most recently at American Express, and known for being a 'digital disruptor.'

By Bruce Kelly
FINTECH JUN 21, 2017
FTJ FundChoice introduces a robo alternative

TAMP's Portfolio Target gives advisers an interactive portfolio tool for clients.

By InvestmentNews
FINTECH JUN 20, 2017
Vanguard rides robo-advice wave to $65B in assets

Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch.

By Jeff Benjamin
FINTECH JUN 20, 2017
Most advisers could be doing a lot more with tech

Those who integrate technology throughout their firm are earning almost a quarter more than peers, Fidelity survey finds.

By Liz Skinner
FINTECH JUN 17, 2017
Assessing the future of the financial advice industry

Financial advice will learn a lot from a world based on efficiency.

By crain-api
FINTECH JUN 16, 2017
Advisers need to get on board with the digital revolution

Both young and old clients expect to be able to have digital interactions with their advisory firm.

By Jeff Benjamin
FINTECH JUN 15, 2017
Orion adds bond-rating updates to portfolio system

Advisers to gain better risk analysis to help meet DOL fiduciary rule requirements.

By Liz Skinner
FINTECH JUN 15, 2017
The latest in financial adviser #FinTech

The big news, announcements and underlying trends and developments in technology for financial advisers and wealth management.

By mkitces
FINTECH JUN 13, 2017
Advisers give more service without getting more fees: Schwab survey

Nearly half of advisers are doing more and charging the same, according to the survey of 912 independent advisers.

By Liz Skinner
FINTECH JUN 13, 2017
Morgan Stanley to let financial advisers text clients

The move is part of an enhanced digital approach the firm plans to roll out in stages over the next several months.

By Jeff Benjamin
FINTECH JUN 09, 2017
4 ways RIAs can protect themselves from cyberthieves

Making smart technology decisions can serve as a pre-emptive strike against the potential fallout from future cyberattacks.

By Wes Stillman
FINTECH JUN 07, 2017
Cetera adding facial recognition software to help gauge clients' emotions

The tool is part of a series of upgrades that the Los Angeles-based firm is making to its technology platform for advisers.

By Liz Skinner
FINTECH JUN 06, 2017
TIAA launches robo-adviser with access to SRI funds

Digital tool to include environmental, social and governance screens.

By Liz Skinner
5 robo-advisers with the most client assets
FINTECH JUN 06, 2017
5 robo-advisers with the most client assets

Robo-platforms are projected to have about $385 billion in client assets by the end of 2021, according to Cerulli Associates.

By Liz Skinner
FINTECH MAY 31, 2017
Morgan Stanley to arm its financial advisers with algorithms to take over routine tasks

The firm will pilot the program with 500 advisers in July and expects to roll it out to all of them by year-end.

By Bloomberg
FINTECH MAY 31, 2017
How to achieve social media success in 15 minutes or less

Many people shy away from social media because they're convinced they don't have enough time or resources to devote to it. Ninety-nine percent of the time that's wrong. Here's how to make sure you have the tools you need to get it done.

By Scott Kleinberg