Fintech

Displaying 4798 results
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
FINTECH NOV 01, 2016
TD Ameritrade and its largest stakeholder, Toronto-Dominion, buy Scottrade for $4 billion

Deal combines two of the largest online brokerages and expands US operations of Canada's second-largest lender.

By Bloomberg
FINTECH NOV 01, 2016
Betterment rolls out algorithmic service to minimize tax drag

The robo-adviser claims the new service could boost a portfolio's return by 0.48% a year, or 15% over 30 years.

By Bloomberg
FINTECH NOV 01, 2016
Financial advisers should embrace robo-advice, not fear the expanding technology: experts

Experts at Insider's Forum in San Diego also questioned the generally sluggish pace of robo adoption across the advice industry.

By Jeff Benjamin
FINTECH NOV 01, 2016
Wealthiest clients will use robos — but want human advisers as well: LinkedIn survey

While open to using robos for basic investing, they want traditional wealth managers for complex needs.

By Grete Suarez
FINTECH OCT 28, 2016
Technology can help advisers ensure they are giving 'best' advice to meet DOL fiduciary rule

Data aggregation — and knowing what's on both sides of a client's balance sheet — is key to meeting new requirements.

By Ed Gjertsen II
FINTECH OCT 27, 2016
Technology can offer support to advisers with aging clients

Software could help with recognizing and planning around clients' loss of cognitive function.

By Liz Skinner
Advisers uncertain about future but Schwab exec urges them to embrace change
RIA NEWS OCT 25, 2016
Advisers uncertain about future but Schwab exec urges them to embrace change

Markets and upcoming elections weigh heavily on their outlook.

By Grete Suarez
RIA NEWS OCT 24, 2016
TD Ameritrade introduces new retail robo-adviser platform

Custodian offers five portfolios with investment selected by Morningstar professionals.

By Grete Suarez
FINTECH OCT 24, 2016
SS&C acquires CRM firm used by large wealth managers

Salentica client relationship management software to become part of Black Diamond platform.

By Liz Skinner
RIA NEWS OCT 24, 2016
Even low-tech tools can trip up advisers going independent

An adviser shares his experience starting his own firm, and the challenges of not being able to depend on a home office anymore for phones, faxes, malware and more.

By Christopher Rand
RIA NEWS OCT 21, 2016
FOLIOfn acquires First Affirmative to expand its SRI footprint

The technology company seeks to expand its responsible investing footprint with the RIA.

By Grete Suarez
FINTECH OCT 21, 2016
How fintech aims to make DOL fiduciary rule manageable

Wealth of tools popping up to help with compliance, but will require proper adviser due diligence.

By Liz Skinner
FINTECH OCT 19, 2016
Advisory firms growing with tech, but not without troubles and false starts

Advisers know technology can improve efficiencies and foster strong client relationships, but some are finding the latest tools don't always deliver as planned.

By Liz Skinner
Why Pershing is cherry-picking the robo-advisers it offers its clients
RIA NEWS OCT 19, 2016
Why Pershing is cherry-picking the robo-advisers it offers its clients

The custodian and clearing firm is quietly building an offering of digital advice integrations it offers its clients.

By Alessandra Malito
FINTECH OCT 18, 2016
Fidelity's robo for financial advisers will give clients eMoney tools

Planning centric digital advice solution part of new Fidelity platform for advisers.

By Liz Skinner
FINTECH OCT 17, 2016
Broker-dealers deploying advanced cybersecurity measures

Tech experts are showing, not just telling, advisers that they are vulnerable to online threats

By Liz Skinner
Advisers finding more social media success
FINTECH OCT 14, 2016
Advisers finding more social media success

Planners are tweeting and posting to the web more — and many are gaining new clients from the effort.

By Liz Skinner
ALTERNATIVES OCT 13, 2016
LendingClub introduces peer-lending robo for advisers

LendingRobot allows planners to create client accounts with unique risk and investment profiles.

By Liz Skinner
FINTECH OCT 12, 2016
Adviser shares two technology must-haves to help land prospects

Alex Murguia, financial planner and tech expert, says having client portals and a mobile-friendly website are elemental for building a successful practice.

By Liz Skinner