Fintech

Displaying 4799 results
Financial Engines' acquisition of The Mutual Fund Store a turning point in robo debate
FINTECH NOV 17, 2015
Financial Engines' acquisition of The Mutual Fund Store a turning point in robo debate

Deal is proof positive that online advice platforms will need human advisers to offer a full menu of financial planning services.

By Alessandra Malito
FINTECH NOV 15, 2015
Deploying technology for financial firms

Alexey Sokolin sees possible applications for cryptocurrencies, image recognition in adviser space

By Alessandra Malito
Look out for these robos in 2016
FINTECH NOV 13, 2015
Look out for these robos in 2016

Big firms target next year to join robo ranks, look to differentiate as market becomes crowded.

By Alessandra Malito
Time to overcome your fear of video
FINTECH NOV 10, 2015
Time to overcome your fear of video

When in-office meetings are not practical, the need for personalized communication is heightened, and face-to-face communication can make the difference between keeping or losing a client.

By Sheryl Rowling
Advisers using the wrong words on websites to attract new clients
FINTECH NOV 10, 2015
Advisers using the wrong words on websites to attract new clients

Unique and authentic messages are necessary to stand out in crowded market.

By Liz Skinner
Tech firms aim to be one-stop shop for advisers
FINTECH NOV 10, 2015
Tech firms aim to be one-stop shop for advisers

Some vendors load all services onto one dashboard, others are partnering to offer a broader range of services.

By Alessandra Malito
Edward Jones, Blueleaf bet on texting via new pilot programs
FINTECH NOV 09, 2015
Edward Jones, Blueleaf bet on texting via new pilot programs

Texting is the next wave of popular communication for advisers and clients, and companies are waving off compliance fears. Next month, Edward Jones will launch a program to encourage advisers to text their clients.

By Alessandra Malito
RETIREMENT PLANNING NOV 09, 2015
BlackRock launches retirement income calculator

Platform, using the money manager's index and risk analytics, seeks to help advisers push clients to save more.

By Alessandra Malito
FINTECH NOV 06, 2015
WiseBanyan, the free retail robo-adviser, adds first paid service

WiseBanyan, which markets itself as the first free robo-adviser, has announced it will begin charging clients a fee for a new service.

By Alessandra Malito
Schwab plans to expand its robo-adviser beyond just ETFs
FINTECH NOV 06, 2015
Schwab plans to expand its robo-adviser beyond just ETFs

CEO Bettinger says firm may add mutual funds and individual securities to its Intelligent Portfolios platform.

By Liz Skinner
Financial Engines acquires The Mutual Fund Store for $560 million
FINTECH NOV 06, 2015
Financial Engines acquires The Mutual Fund Store for $560 million

The original robo will leverage the RIA to offer 401(k) clients human advisers, according to Financial Engines president and CEO Lawrence Raffone.

By Alessandra Malito
FINTECH NOV 06, 2015
Technology can help advisers manage mutual fund capital gains taxes

Hit this year could be big as many client portfolios are down and funds project steep distributions.

By Sheryl Rowling
FINTECH NOV 06, 2015
Financial data wars heat up as Envestnet sets lofty goals for Yodlee post-acquisition

The firm explains its aggressive M&A strategy and shares its objectives for its newest subsidiary.

By Alessandra Malito
2,500% asset growth projected for robo-advice platforms
FINTECH NOV 05, 2015
2,500% asset growth projected for robo-advice platforms

Led by major firms, assets under management forecast to reach $489B by 2020, Cerulli says.

By Alessandra Malito
FINTECH NOV 05, 2015
Study calls out State Street and Invesco to join the robo-game

The ETF “heavyweights” are the ones to watch for a possible platform, according to Silver Lane Advisors.

By Alessandra Malito
FINTECH NOV 05, 2015
Robo says investors want a human touch in retirement accounts

When it comes to 401(k) plans, people want to talk to people.

By Alessandra Malito
MoneyGuidePro, eMoney bring data entry directly to clients
FINTECH NOV 04, 2015
MoneyGuidePro, eMoney bring data entry directly to clients

Two financial planning software firms plan to give advisers option to offload nitty-gritty to clients.

By Alessandra Malito
Google's automatic email reply: Time saver or out-of-office replicator?
FINTECH NOV 04, 2015
Google's automatic email reply: Time saver or out-of-office replicator?

In ultimate Big Brother fashion, Google will analyze your emails — both inbound and outbound.

By Sheryl Rowling
Riskalyze seeks to leverage DOL fiduciary rule with wealth management platform
FINTECH NOV 04, 2015
Riskalyze seeks to leverage DOL fiduciary rule with wealth management platform

Robo-adviser, risk assessment and compliance meet on one dashboard.

By Alessandra Malito
Advisers who up the ante with tech have bigger books of business
FINTECH NOV 04, 2015
Advisers who up the ante with tech have bigger books of business

Those who embrace change and use online tools engage more with clients.

By Alessandra Malito