Fintech

Displaying 4797 results
FINTECH MAY 09, 2017
Envestnet's Jud Bergman on helping advisers across the digital divide

Technology will actually enhance an adviser's human abilities.

By Liz Skinner
FINTECH MAY 09, 2017
Be a LinkedIn pro with these 9 tips

Anyone can use LinkedIn, but not everyone knows how to use it correctly. Follow these tips to stand out from the crowd.

By Scott Kleinberg
FINTECH MAY 05, 2017
Millennials design the financial service that would get them to invest

Hypothetical "Zenvestr" would work mostly through an app.

By Liz Skinner
FINTECH MAY 04, 2017
Envestnet Tamarac launching new apps for advisers' clients, one with AI

Chatbot would engage clients to take financial actions and encourage adviser meetings.

By Liz Skinner
FINTECH MAY 02, 2017
These investments could do well under Trump tax plan

Master limited partnerships, tech funds and financial firms could be winners under the president's proposal.

By John Waggoner
FINTECH MAY 02, 2017
Passwords to become passé as more firms back biometrics

Transamerica introduces first voice recognition technology to authenticate customers.

By Liz Skinner
FINTECH MAY 01, 2017
Integration—The Holy Grail of Financial Technology

By Darren Tedesco
FINTECH MAY 01, 2017
5 tips for using social media to grow your practice

By Gillian Albert
FINTECH APR 25, 2017
XY Planning Network holds fintech competition

Next-generation financial planning community sponsors effort to find new tools for younger clients, advisers.

By InvestmentNews
FINTECH APR 25, 2017
How to use technology for business development

Tools to help find appealing prospects and automate marketing can be more effective at growing your book than adding staff.

By Liz Skinner
FINTECH APR 24, 2017
8 tips for keeping your passwords safe on social media, the web and in apps

First you log into your favorite social media platforms, then you give careful thought to what you want to share. But how much thought do you give when you are logging in, specifically, when you're typing in your passwords?

By Scott Kleinberg
FINTECH APR 22, 2017
Setting a new price for financial adviser services

With more and more technology options being made available to clients, it's time for advisers to rethink what they charge for their services

By crain-api
FINTECH APR 20, 2017
Colorado proposes new cybersecurity rules for advisers

Other states also likely to issue requirements for protecting client financial data.

By Liz Skinner
FINTECH APR 20, 2017
Asset Vantage acquires Financial Navigator

Both firms serve family offices with accounting, reporting tools.

By InvestmentNews
FINTECH APR 20, 2017
Robo offers white-label version for advisers

InvestmentPOD says it provides dynamic strategies at robo prices

By InvestmentNews
FINTECH APR 20, 2017
How technology will alter the role of human advisers in wealth management

Our jobs will be to optimize financial lives by applying our human perspective, our hearts and our intuition.

By Joe Duran
FINTECH APR 19, 2017
Robo adviser Wealthfront now offering loans, not just advice

Clients with at least $100,000 can take out loans of as much as 30% of their account value.

By Bloomberg
FINTECH APR 18, 2017
Oranj buys majority share in rebalancing software firm Trade Warrior

Deal will allow Oranj to provide advisers a single system that offers a robo experience integrated with a back-end tool for portfolio management.

By Liz Skinner
FINTECH APR 18, 2017
7 social media mistakes financial advisers should never make

It takes years to build a successful business and a great reputation, but one careless social media post could destroy it all.

By Shawn Sparks
FINTECH APR 18, 2017
How to make the most of human and robo-advice

Advisers must understand how and when to message and use new tools for the benefit of their clients.

By Michael Gear