Investment management firm Invesco has acquired Jemstep, one of the first online automated investment platforms in the financial services industry, in the latest bid to offer more robo-technology to traditional advisers.
We are always telling clients not to throw good money after bad. That advice applies to us as well.
The rule is likely to unleash a wave of software upgrades and business relationships that will result in greater efficiencies for advisory firms.
Numbers need to be in a visual format that conveys how clients are reaching their goals and making money.
Goldman Sachs has agreed to acquire Honest Dollar, a mobile retirement savings platform that works with those who do not have access to an employer-sponsored plan.
The company is tackling two trends in financial technology: better dashboards for clients and pulling in held-away assets.
The firm plans to zone in on finance tracking to help clients really understand the 'big picture.'
A guide to understanding the spectrum of digitization at financial firms
We can communicate with clients through newsletters, emails and blogs or even videos and webinars, but it's more important to interact.
Now advisers can easily view client information and investment data anywhere any time.
Advisers should weigh wealth management technology as an answer to their small-account woes.
Uniformity, pressured large institutions are just two of the possible outcomes for automated investing services.
When it comes to technology, we all want it all. But we all can't agree on size
Answering questions for free has long lasting impact, helps marketing efforts.
Robo-advisers might have more reasons to be worried about the next bear market than investors do.
Pairing technology with humans goes beyond asset management, by getting to know the client — and maybe even their future.
More and more, banks are picking up digital wealth management tools for its customers.
Three robo-advisers are pulling in new information on all types of client accounts in the past month alone to improve service.
