Fintech

Displaying 4797 results
FINTECH SEP 23, 2015
Robo-advisers make it easier for human advisers to show their true value

Let algorithms do what they're good at, and focus on helping clients deal with the mess of being human

By crichards
NextCapital takes on competing retirement robos with 401(k) account aggregation
RETIREMENT PLANNING SEP 23, 2015
NextCapital takes on competing retirement robos with 401(k) account aggregation

With such automated functionality, advisers can pull data from various sources to create a comprehensive financial plan.

By Alessandra Malito
Michael Kitces' weekend reading for financial advisers
FINTECH SEP 23, 2015
Michael Kitces' weekend reading for financial advisers

FutureAdvisor deal ups fee pressure on fellow robos, understanding ETF flash crashes, and the rest of this week's must-reads

By mkitces
If you build your own robo, will clients come?
FINTECH SEP 23, 2015
If you build your own robo, will clients come?

Advisers can try the do-it-yourself model to compete with automated investment services.

By Alessandra Malito
It takes an ecosystem to ward off cyberattacks and protect client information
FINTECH SEP 23, 2015
It takes an ecosystem to ward off cyberattacks and protect client information

The vigilance of the network of advisers, broker-dealers, clearing firms, product makers and others is needed to keep criminals at bay.

By Dale Brown
Betterment to become first major robo-adviser to offer 401(k) plans to employers
RETIREMENT PLANNING SEP 22, 2015
Betterment to become first major robo-adviser to offer 401(k) plans to employers

Breaking new ground in retirement planning, the automated investment service will begin offering 401(k) plans to employers, competing against giants such as TIAA-CREF, Vanguard, Prudential, Charles Schwab and Fidelity.

By Alessandra Malito
Why a big market decline won't kill the robo
FINTECH SEP 22, 2015
Why a big market decline won't kill the robo

Just as the 2000 tech bubble collapse did not end the expansion of online travel sites, a bear market will not kill the digital-adviser revolution.

By Joe Duran
FINTECH SEP 22, 2015
Hackers have a backdoor way into your system

Advisers should safeguard their practices as they share sensitive information across multiple third-party platforms and service providers.

By Alessandra Malito
FINTECH SEP 21, 2015
Docupace makes move to buy back stake from RCS Capital

Document management technology company is battling to become independent, amidst its majority stakeholder's recent announcement that it is going bankrupt.

By Alessandra Malito
Advisers: Quit talking to and about each other on social media
FINTECH SEP 21, 2015
Advisers: Quit talking to and about each other on social media

Use it to offer information and build relationships with consumers who might become clients.

By Alessandra Malito
Morgan Stanley data breach focus shifts to hackers from adviser
FINTECH SEP 21, 2015
Morgan Stanley data breach focus shifts to hackers from adviser

U.S. authorities examining whether fired adviser Marsh was targeted by hackers after he took data from the wirehouse.

By Bloomberg
Envestnet completes first stage of Finance Logix integration
FINTECH SEP 17, 2015
Envestnet completes first stage of Finance Logix integration

The recently acquired financial planning software is being incorporated into the advisory technology firm's platform.

By Alessandra Malito
FINTECH SEP 16, 2015
Winklevoss twins call on advisers to get on bitcoin bandwagon but they're not budging

Lack of understanding, performance history and steep headline risk are all reasons keeping investors on the sidelines.

By Alessandra Malito
FINTECH SEP 15, 2015
Newest robo-adviser targets female investors

The just-launched automated investment platform was created for women skeptical of the financial services industry.

By Alessandra Malito
Why financial advisers shouldn't ignore millennials
OPINION SEP 14, 2015
Why financial advisers shouldn't ignore millennials

They're young, they're sharp and they present a huge opportunity for advisers.

By Kristin Andree
FINTECH SEP 11, 2015
Stubborn software vendors buck integration trend, for now

Some technology providers see potential integration partners as competition, while others respond to adviser demands by partnering with rivals.

By Alessandra Malito
New financial planning software tries to win market share in a crowded field
FINTECH SEP 11, 2015
New financial planning software tries to win market share in a crowded field

Newly launched service provider RightCapital thinks it has created a better mousetrap and is undaunted by the hypercompetitive market.

By Alessandra Malito
Financial planning software startup closes its doors
FINTECH SEP 11, 2015
Financial planning software startup closes its doors

Plumvo offered its online-brokerage, wealth-management and personal-finance software to investors and advisers for free, but ultimately was unable to make its business model work.

By Alessandra Malito
Many advisers are moving on from Apple to adopt another tablet brand
FINTECH SEP 10, 2015
Many advisers are moving on from Apple to adopt another tablet brand

Survey shows that Microsoft's Windows tablets are gaining popularity among wealth-management professionals as iPads begin to lose their dominance.

By Alessandra Malito
FINTECH SEP 09, 2015
Big-name advisers jump into data aggregation arena to back Quovo

Ron Carson, Steve Lockshin and Marty Bicknell among those investing as the personal financial information market heats up.

By Alessandra Malito