Fintech

Displaying 4797 results
Advisers drop the ball, don't prepare for 'Mobilegeddon'
FINTECH MAY 15, 2015
Advisers drop the ball, don't prepare for 'Mobilegeddon'

Google is switching its algorithm to favor mobile-friendly websites for mobile searches, and that's going to leave many advisers hidden far down in search results.

By Alessandra Malito
FINTECH MAY 14, 2015
Backing up data in the cloud essential to advisers' disaster-recovery planning

Web-based programs are designed to ensure data security and remote access when emergencies happen.

By Alessandra Malito
Prepare your practice for the post-robo world
FINTECH MAY 14, 2015
Prepare your practice for the post-robo world

As robo-based services become more acceptable to clients of all ages, advisers will have to work differently.

By Joni Youngwirth
Don't miss opportunities by thinking of tech as expense vs. investment
FINTECH MAY 13, 2015
Don't miss opportunities by thinking of tech as expense vs. investment

When considering a new technology purchase, advisers tend to look at costs rather than benefits. That's risky.

By Sheryl Rowling
FINTECH MAY 11, 2015
Vanguard plans to offer digital marketing tool for advisers

Largest mutual fund manager hopes that the tool will enhance relationships for and with advisers.

By Trevor Hunnicutt
Client expectations: More tech, lower fees
FINTECH MAY 11, 2015
Client expectations: More tech, lower fees

Salesforce research shows advisers may need to restructure their businesses — or watch clients turn away.

By Alessandra Malito
On cybersecurity, industry and regulators are in it together
FINTECH MAY 11, 2015
On cybersecurity, industry and regulators are in it together

No financial adviser can afford the reputational damage or loss of client confidence that can result from a serious cybersecurity failure. And no investor deserves to have his or her private data compromised.

By Dale Brown
Vanguard officially launches its robo adviser, drops minimum investment to $50,000
FINTECH MAY 11, 2015
Vanguard officially launches its robo adviser, drops minimum investment to $50,000

After more than two years in pilot and gathering $17B in assets, Personal Advisor Services is ready to take on the expanding field of online advice platforms.

By Alessandra Malito
A 3-phase approach to making social media work for you
FINTECH MAY 11, 2015
A 3-phase approach to making social media work for you

Diving into social media without the right strategy could do you more harm than good.

By Lincoln Ross
Creating new position, LPL hires a chief technology officer
FINTECH MAY 10, 2015
Creating new position, LPL hires a chief technology officer

McGraw-Hill's David Wright named to the new role

By Alessandra Malito
Schwab considers expanding RIA custody model outside U.S.
FINTECH MAY 06, 2015
Schwab considers expanding RIA custody model outside U.S.

CEO Bettinger also defends robo-advisers, although he acknowledges they haven't been tested by a bear market

By Trevor Hunnicutt
FINTECH MAY 06, 2015
Envestnet acquires Finance Logix

The cash and stock deal, valued at more than $30 million, for the financial planning software provider marks yet another indicator of the industry's turn toward goals-based planning.

By Alessandra Malito
Betterment gets a finger-hold in retirement advice market
RETIREMENT PLANNING MAY 06, 2015
Betterment gets a finger-hold in retirement advice market

It will be tough, however, to compete with 401(k) behemoth Financial Engines.

By Alessandra Malito
Look past the battles breaking out between robos
OPINION MAY 05, 2015
Look past the battles breaking out between robos

Humans should not try to mimic machines that compete on price

By John Michel
The problem with software
FINTECH MAY 01, 2015
The problem with software

Replacing old or buying new software will cause you to question a lot of your assumptions, but it can also help you improve your business.

By Bloomberg
FINTECH APR 30, 2015
What's at stake for advisers if Salesforce is bought out?

Speculation about a takeover of Salesforce has some advisers reconsidering their customer relationship management system options.

By Alessandra Malito
Password managers are a powerful tool in the fight to fend off cyber crooks
RIA NEWS APR 30, 2015
Password managers are a powerful tool in the fight to fend off cyber crooks

Breaking down how password managers actually work, plus details on three good options for advisers to consider

By Blane Warrene
FINTECH APR 29, 2015
Finra CARDS data breach risk is real

Potential security risk concerns over Finra's highly-debated data collection proposal are not unfounded, experts say. <i>(See also: <a href=&quot;http://www.investmentnews.com/article/20150504/BLOG07/150509984/finras-longtime-critics-become-its-supporters-and-vice-versa&quot; target=&quot;_blank&quot;>Finra's backers are now its critics</a>)</i>

By Alessandra Malito
The biggest cyberthreat to a firm: Employees
FINTECH APR 29, 2015
The biggest cyberthreat to a firm: Employees

Internal hacking is an emerging danger for advisers.

By Alessandra Malito
FINTECH APR 27, 2015
Wealthy millennials decline financial advisers' services: survey

Just 47% of multimillionaires ages 18 to 34 use an adviser, a new study finds. That means wealth managers may be missing opportunities to discuss health, family and financial values with those and other potential clients.

By Trevor Hunnicutt