Fintech

Displaying 4799 results
Youtube is hot spot for educational videos
FINTECH NOV 03, 2015
Youtube is hot spot for educational videos

Advisers should consider posting to the popular web site.

By Alessandra Malito
Tips for how advisers can stay on top of social media
FINTECH OCT 29, 2015
Tips for how advisers can stay on top of social media

Social media has transformed the way we do business, and the way clients and prospects find and engage with their advisers.

By lkonish
Periscope the next frontier in social media for advisers?
FINTECH OCT 27, 2015
Periscope the next frontier in social media for advisers?

The real-time video platform gives clients another way to get acquainted.

By Alessandra Malito
Indie B-Ds late to the robo game
FINTECH OCT 27, 2015
Indie B-Ds late to the robo game

IBDs haven't considered digital advice services as important enough to offer their advisers but that may change next year, with at least a couple ramping up to offer a robo in 2016.

By Alessandra Malito
FINTECH OCT 26, 2015
Investors are grading advisers on investment skill — and advisers might not know it

A new service lets investors grade advisers based on investment performance, which advisers say may put too much emphasis on investing advice — and maybe even weaken job security.

By Greg Iacurci
FINTECH OCT 21, 2015
LPL lays out timetable for robo-platform

Firm hopes to roll out full version to advisers before next annual conference in July.

By Alessandra Malito
Does technology eliminate job opportunities?
FINTECH OCT 21, 2015
Does technology eliminate job opportunities?

Computers can take the place of people for some tasks, but that can free up employees to strengthen client relationships.

By Sheryl Rowling
FINTECH OCT 20, 2015
eMoney and MoneyGuidePro take a second stab at an integration

The two powerhouses of financial planning software providers, MoneyGuidePro and eMoney, announced they are integrating with one another after pulling similar plans earlier this year.

By Alessandra Malito
Schwab Intelligent Portfolios up 37% in third quarter
FINTECH OCT 20, 2015
Schwab Intelligent Portfolios up 37% in third quarter

Growth likely reflects existing clients shifting to automatic platform.

By Alessandra Malito
From Total Rebalance Expert's CEO: Why Morningstar, why now
FINTECH OCT 20, 2015
From Total Rebalance Expert's CEO: Why Morningstar, why now

Sheryl Rowling says that after a few months working together, the two companies realized a closer relationship made sense.

By Sheryl Rowling
FINTECH OCT 19, 2015
Personal Capital slashes account minimum to $25,000 from $100,000

As the robo market heats up, Personal Capital cuts minimum account requirements in a move to attract younger clients.

By Alessandra Malito
FINTECH OCT 18, 2015
Building traffic to BrokerCheck

The question for Finra: How deep is their resolve to make BrokerCheck as popular as services like Yelp, TripAdvisor or Angie's List?

By MFXFeeder
Raymond James won't launch robo-adviser to compete with independents
FINTECH OCT 15, 2015
Raymond James won't launch robo-adviser to compete with independents

As the financial services industry jockeys for position in the fast-evolving world of robo-advice, Raymond James has put a stake in the ground, saying that it will not launch a robo-platform that competes with its affiliated financial advisers.

By Jeff Benjamin
Market volatility fails to dent investors' attraction to robo-advisers
FINTECH OCT 15, 2015
Market volatility fails to dent investors' attraction to robo-advisers

The summertime spike in market volatility failed to dent investors' willingness to invest — or invest more of — their assets with robo-advisers.

By Alessandra Malito
Comparing CRM systems: Breaking down the details
FINTECH OCT 14, 2015
Comparing CRM systems: Breaking down the details

A simple collation of the tools and features of adviser-facing CRMs.

By Alessandra Malito
Sallie Krawcheck announces funding for launch of women-focused robo-adviser
FINTECH OCT 14, 2015
Sallie Krawcheck announces funding for launch of women-focused robo-adviser

Concept of gender-specific automated investment service takes off with the second of its kind just a month after the first launched.

By Alessandra Malito
How independent broker-dealers are utilizing technology today
FINTECH OCT 14, 2015
How independent broker-dealers are utilizing technology today

A snapshot of the technological spending and usage in the IBD channel

By Ellie Zhu
Managing the convergence of compliance and technology
OPINION OCT 12, 2015
Managing the convergence of compliance and technology

A common thread across technology-driven breaches is the failure of firms to establish and enforce policies and procedures.

By Carlos Guillen
Robo-advisers not the end-all in financial technology
FINTECH OCT 12, 2015
Robo-advisers not the end-all in financial technology

Other digital platforms that advisers should also have on their radar screens handle functions other than investing.

By Alessandra Malito
Now is the time to evolve your firm's technology
FINTECH OCT 12, 2015
Now is the time to evolve your firm's technology

To remain competitive in the years ahead, advisers shouldn't be playing catch-up to disruptors.

By Deborah Fox