Fintech

Displaying 4799 results
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
FINTECH OCT 11, 2016
Banks' collaborations with technology firms will benefit financial advisers

Why banks are finally coming around to working with fintech companies.

By Lowell Putnam
FINTECH OCT 10, 2016
Envestnet buys analytics firm with eye toward DOL fiduciary rule compliance

Firm purchases Wheelhouse Analytics as tool to glean more insight into client portfolios and benchmark accounts against peers.

By Liz Skinner
FINTECH OCT 07, 2016
How I tackled tech when starting a new advisory firm

Picking tools that perform well individually and enhance the client experience are critical; the next step throughout the industry will need to be better integration.

By Ryan Linenger
FINTECH OCT 07, 2016
Steps advisers must take to avoid email cyberattacks

The bottom line is that every email should be viewed with suspicion.

By Sheryl Rowling
FINTECH OCT 07, 2016
Financial advisers severely underestimating cyberthreats: experts

The biggest threat to the financial advisory industry might be underestimating the risks posed by a hacker or computer virus, technology security experts say.

By Jeff Benjamin
Encrypting emails, files for clients is crucial, but not always followed
FINTECH OCT 07, 2016
Encrypting emails, files for clients is crucial, but not always followed

Encryption is one of the best bets for securing clients' sensitive information

By Alessandra Malito
FINTECH OCT 05, 2016
Merrill Lynch enters the robo-advisory business

Fees are higher than some competitors, but firm already has brand awareness to make inroads into the market.

By Bloomberg
LPL placing heavy focus on technology improvements
FINTECH OCT 04, 2016
LPL placing heavy focus on technology improvements

ClientWorks, the company's adviser dashboard, is now available to more than 11,000 advisers, up from 500 this time last year.

By Alessandra Malito
FINTECH OCT 02, 2016
The journey from financial advisers to tech entrepreneurs

Financial advisers have developed some of the most popular software in the industry, and they have the scars to show for it.

By Liz Skinner
Fidelity's eMoney introducing DOL fiduciary compliance functions for advisers
FINTECH SEP 28, 2016
Fidelity's eMoney introducing DOL fiduciary compliance functions for advisers

Software firm is boosting compliance functions of its financial planning platform. <b><i>(More: <a href=&quot;http://www.investmentnews.com/section/fiduciary-focus &quot; target=&quot;_blank&quot;>The most up-to-date information on the DOL fiduciary rule</a>)</i></b>

By Liz Skinner
FINTECH SEP 27, 2016
Tech-tardy advisers, prepare for a late-adopter penalty

Firms that don't invest in tools to improve the client experience, such as those that allow for frequent interactions with the adviser, will lose out.

By Liz Skinner
FINTECH SEP 21, 2016
What top advisory firms do right when it comes to technology

Seventy-four percent of Elite RIAs said technology is strengthening their effectiveness as advisers, allowing them to better customize services to their clients.

By Sheryl Rowling
FINTECH SEP 16, 2016
Advisers reveal cyber insecurities at FPA conference

Most don't expect they could pass a hacking-preparedness test if the SEC came knocking, or even know all the compliance factors they are responsible for, according to a new Financial Planning Association study.

By Liz Skinner
RIA NEWS SEP 15, 2016
Sallie Krawcheck's Ellevest raises $9 million from group including Venus Williams

The fintech start-up is creating an investment platform that uses a proprietary algorithm that considers women's earlier salary peaks and longer life spans.

By Christine Idzelis
FINTECH SEP 14, 2016
Fintech to make financial advisers better behavioral coaches

In addition to innovations making planners more productive and freeing up their time, in the future, tools will provide better data-driven intelligence about clients.

By Liz Skinner
FINTECH SEP 14, 2016
Betterment rebrands in bid to attract advisers

Robo-adviser launches new name and boosts investment choices to lure advisers to its digital platform.

By Liz Skinner
FINTECH SEP 12, 2016
BlackRock urges regulators to increase scrutiny of robo-advisers

By Bloomberg
FINTECH SEP 11, 2016
Social media in SEC's crosshairs

Advisers should develop a social media strategy, bearing in mind the SEC's guidance.

By Ellie Zhu
Take 5: Kunal Kapoor, Morningstar's next CEO, says advisers must demonstrate their value through technology
FINTECH SEP 07, 2016
Take 5: Kunal Kapoor, Morningstar's next CEO, says advisers must demonstrate their value through technology

Five candid reponses on how he will lead the firm, the virtues of robo-advice, and rooting for both the Cubs and White Sox.

By John Waggoner