Fintech

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FINTECH MAY 30, 2017
What financial advisers need to consider before a website redesign

Your website must differentiate you from your competitors. What makes you special?

By David Langton
FINTECH MAY 30, 2017
Vanguard to seize wealth management industry with its digital platform

Vanguard Personal Advisor Services has quietly amassed over $65 billion in assets under management in two short years.

By Joe Duran
FINTECH MAY 26, 2017
Brokerage firms hunt for fintech in early-stage development

Edward Jones and Wells Fargo invest in tech start-ups to find technology before competitors.

By Liz Skinner
FINTECH MAY 25, 2017
Robo-adviser takes a stake in Plancorp

Traditional advisory firm to become the human element of hybrid-robo offering.

By Liz Skinner
FINTECH MAY 25, 2017
Managed accounts a solution for many investors

Investors want help with investments, but sometimes they look beyond financial advisers.

By InvestmentNews
FINTECH MAY 25, 2017
Communication is key to robo-advisers' plans to keep their clients on track in a downturn

Digital firms warn investors so a correction down the road doesn't hit them as a shock.

By Liz Skinner
FINTECH MAY 24, 2017
Betterment targets more affluent investors

Robo-adviser's overhaul of its brand comes as traditional players start to employ more technology when providing investment advice.

By Bloomberg
FINTECH MAY 22, 2017
Meeting clients' high-tech expectations

Financial advisers focus on ease and mobility for customers

By Liz Skinner
FINTECH MAY 22, 2017
Cybersecurity looms as adviser business threat

Firms should be ready to invest more on technologies that thwart cybercriminals

By Liz Skinner
Ransomware attack underscores importance of cybersecurity
FINTECH MAY 21, 2017
Ransomware attack underscores importance of cybersecurity

More than 200,000 computers in 150 countries were sidelined.

By George Moriarty
FINTECH MAY 17, 2017
SEC alerts advisers on WannaCry ransomware cyberattacks

Regulator stresses vulnerability testing and timely system upgrades.

By Liz Skinner
ALTERNATIVES MAY 17, 2017
Addepar acquires AltX to expand in alternatives

Addition of machine-learning technology is intended to enhance value to advisers and clients.

By InvestmentNews
FINTECH MAY 16, 2017
SoFi to add human advisers to its digital wealth management platform

By Bloomberg
FINTECH MAY 15, 2017
Cyberattack should prompt advisers to ask their IT professionals hard questions

Last week's ransomware attack reveals system vulnerabilities.

By Liz Skinner
FINTECH MAY 15, 2017
Online security ETFs surge in face of cyberattacks

After a wave of global online attacks over the weekend, speculation mounted that the exposed weaknesses may trigger a surge in security spending

By Bloomberg
FINTECH MAY 12, 2017
Power Financial invests $37 million in Wealthsimple as robo seeks bigger U.S. market share

Power, the Canadian parent of Putnam Investments and Great-West Financial, has now invested a total of $74 million in the robo-adviser

By InvestmentNews
FINTECH MAY 11, 2017
Cetera to integrate robo for advisers

Firm begins rolling out broad technology upgrades for advisers.

By Liz Skinner
FINTECH MAY 11, 2017
What advisers actually want from robos

These are some of the key features advisers consistently rank as imperative.

By Rick Frisbie
FINTECH MAY 11, 2017
Most estate plans aren't dealing with digital assets properly

Advisers need to help ensure that their clients' digital assets are properly managed and dispersed upon incompetency or death.

By Jamie Hopkins
FINTECH MAY 10, 2017
MLB managers can coach advisers through the robo-revolution

The most successful MLB managers gladly give up tedious tasks to technology to spend more time fostering relationships and building trust with players.

By Michael Conway and Zachary Conway