Fintech

Displaying 4797 results
FINTECH NOV 30, 2016
Older investors use both financial advisers and online advice

Clients want help beyond classic investment services.

By Mary Beth Franklin
FINTECH NOV 29, 2016
Technology at the core of reinvention

Advisory firm hunts down a cloud-based system to make compliance more automated.

By Bloomberg
FINTECH NOV 29, 2016
Advisers plan to spend more for compliance and tech in 2017

Many adviser marketing budgets also set to increase, with social media the focus.

By Liz Skinner
FINTECH NOV 27, 2016
Independent broker-dealers boost tech spending

By IN Research and Ellie Zhu
FINTECH NOV 23, 2016
Technology that improves client service with fewer people

Adviser shares path to lower costs through integration.

By Bloomberg
OPINION NOV 22, 2016
How advisers can use technology to calm clients' post-election jitters

Technology can enable a more efficient human connection during times of financial uncertainty.

By Sheryl Rowling
RETIREMENT PLANNING NOV 21, 2016
New robo-adviser geared to retirees

True Link joins crowded digital-advice market dominated by big financial names..

By Liz Skinner
Hybrid RIA managing $2.2 billion in client assets joins Securities America from LPL Financial
RETIREMENT PLANNING NOV 21, 2016
Hybrid RIA managing $2.2 billion in client assets joins Securities America from LPL Financial

WealthPLAN Partners was with LPL for 27 years.

By Grete Suarez
FINTECH NOV 18, 2016
WisdomTree invests $20 million in robo-adviser Vanare, now AdvisorEngine

Asset manager takes 36% stake and its ETF models will be made available through the digital platform, which has changed its name.

By Liz Skinner
FINTECH NOV 16, 2016
New fintech tools for DOL fiduciary rule launched despite questions of a Trump delay

The advisory world is moving toward a fiduciary standard with or without the DOL rule, financial technology firms contend.

By Liz Skinner
FINTECH NOV 15, 2016
Wells Fargo teams with SigFig to offer robo-adviser

The wirehouse, whose platform will be available next year, joins other big firms jumping into digital advice. <b><i>(More: <a href="//www.investmentnews.com/article/20160524/FREE/160529970/sigfig-raises-40-million-in-funding-led-by-eaton-vance-asserting&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">SigFig raises $40 million in funding led by Eaton Vance</a>)</b></i>

By Liz Skinner
FINTECH NOV 14, 2016
Robo-advisers sound off to SEC about rule changes for automated advice

Digital-advice firms tell the Securities and Exchange Commission they put clients' interests first and that some regulatory updates are needed as digitization of the industry grows.

By Liz Skinner
FINTECH NOV 07, 2016
Technology guide for firms that turn to next gen clients

Adviser offers firm's experience building a business within the business for younger investors

By Matt Cosgriff
ALTERNATIVES NOV 03, 2016
FolioDynamix acquires Summit Advisor Services for $6 million in wake of Aequitas collapse

Summit Advisor Services, a turnkey asset management program, was partially owned by an Aequitas venture. That company had been charged by the SEC with running a Ponzi scheme.

By Liz Skinner
We've reached the saturation point for robo-advisers
FINTECH NOV 03, 2016
We've reached the saturation point for robo-advisers

News of an executive reshuffling at Wealthfront comes at an interesting juncture for the automated-advice space.

By Cullen Roche
FINTECH NOV 02, 2016
Seven technology trends shaping investments

By Bloomberg
ALTERNATIVES NOV 01, 2016
When it comes to hedge fund management, computers also fail

Plus: Forecasting a Trump victory, the reality of retirement healthcare costs, and getting your emails opened

By Jeff Benjamin
FINTECH NOV 01, 2016
Morningstar launches ETF analyst ratings for 250 funds

By John Waggoner
FINTECH NOV 01, 2016
What's really behind the leadership change at Wealthfront

Robo-adviser's assets under management trailing key competitors could have been a factor in Adam Nash's replacement as CEO, fintech experts say.

By Liz Skinner
FINTECH NOV 01, 2016
Riskalyze draws $20 million in capital for robo platform and other adviser products

FTV Capital takes small stake and board seat in risk software provider.

By Liz Skinner