Fintech

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Vanguard CEO Bill McNabb tells advisers to embrace robos or fall behind
FINTECH JUL 20, 2016
Vanguard CEO Bill McNabb tells advisers to embrace robos or fall behind

Forget desktops. The future is about mobile and phones.

By Jeff Benjamin
FINTECH JUL 20, 2016
The mobile edge: Moving your business across the digital divide

Your client's cell phone could be the biggest boost to your business.

By Joe Duran
FINTECH JUL 19, 2016
These cases can save your phone from the brink of disaster

Now you no longer have to worry about dropping your phone or running out of power.

By Sheryl Rowling
Why financial advisers should focus on readiness before growth
OPINION JUL 19, 2016
Why financial advisers should focus on readiness before growth

Adding significant growth can put a strain on a firm's infrastructure without proper preparedness.

By Sheryl Rowling
FINTECH JUL 18, 2016
T3 tech conference partners locked in legal fight over profits

Lawsuit claims Joel Bruckenstein never paid Bill Winterberg half of the profits from a 2015 event.

By Alessandra Malito
FINTECH JUL 15, 2016
A financial adviser's guide to risk management software

Risk management software is getting a lot of attention following the new requirements introduced by the DOL fiduciary rule.

By Alessandra Malito
FINTECH JUL 15, 2016
Pershing adds three new robo-advisers in latest push into digital advice

The firm is building out digital ecosystem of its own with partnerships with Jemstep, SigFig and Vanare.

By Alessandra Malito
FINTECH JUL 14, 2016
Firms, technology vendors mobilize on security standards

Cybersecurity is a major concern for vendors, firms and advisers.

By Alessandra Malito
FINTECH JUL 14, 2016
What technology lessons advisers can learn from Delta Air Lines' system breakdown

Facing a crisis without a plan can be detrimental to an adviser's brand; advisers need more than one back-up plan to avoid potential disasters.

By Alessandra Malito
Legg Mason acquires 82% stake in robo-adviser Financial Guard
FINTECH JUL 12, 2016
Legg Mason acquires 82% stake in robo-adviser Financial Guard

By Alessandra Malito
Personal Capital available to 200 community banks through Alliance Partners
FINTECH JUL 07, 2016
Personal Capital available to 200 community banks through Alliance Partners

Many community banks don't offer wealth-management or financial-advisory services.

By Alessandra Malito
TIAA acquires business-to-business robo-adviser MyVest
FINTECH JUL 07, 2016
TIAA acquires business-to-business robo-adviser MyVest

The deal follows a collaboration the two companies established in 2009 to provide clients with investment and tax management services.

By Alessandra Malito
myMoneyGuide comes back from three-month hiatus with upgrades
FINTECH JUL 05, 2016
myMoneyGuide comes back from three-month hiatus with upgrades

By Alessandra Malito
Betterment's move to halt trading following Brexit vote sparks controversy
FINTECH JUL 05, 2016
Betterment's move to halt trading following Brexit vote sparks controversy

By Alessandra Malito
The Department of Labor, 401(k)s and technology
FINTECH JUN 30, 2016
The Department of Labor, 401(k)s and technology

While the new fiduciary rule could be interpreted as an unnecessary compliance burden, it may also present an opportunity with regard to 401(k) accounts.

By Sheryl Rowling
Biopharmaceutical Fortress Biotech to buy an independent broker-dealer
FINTECH JUN 29, 2016
Biopharmaceutical Fortress Biotech to buy an independent broker-dealer

National Holdings Corp. said it reached an agreement to be acquired by Fortress, a biopharmaceutical company.

By Bruce Kelly
FINTECH JUN 28, 2016
How long can advisers get away with not reporting cyber breaches?

Many advisory firms are playing with fire by failing to report to regulators cybersecurity breaches, both big and small, experts say.

By Alessandra Malito
Beating robo-advisers at their own game
FINTECH JUN 22, 2016
Beating robo-advisers at their own game

Complacency over adopting new technology will only lead to a declining business, technology expert Joel Bruckenstein said at the Morningstar Investment Conference this week.

By Sheryl Rowling
FINTECH JUN 19, 2016
Women-focused robo-adviser SheCapital shuts down

Not enough investors signed up for the niche platform that started about a year ago.

By Alessandra Malito
Betterment, Wealthfront among fintech leaders at White House tech summit
FINTECH JUN 16, 2016
Betterment, Wealthfront among fintech leaders at White House tech summit

Policymakers and regulators eye financial technology and how it is expanding accessibility to more consumers.

By Alessandra Malito