Fintech

Displaying 4797 results
Advisers slow to take up robo opportunity
FINTECH APR 27, 2015
Advisers slow to take up robo opportunity

Many advisers are trying to decide whether to offer a digital advice platform and how to incorporate and price the service. <b><i>(Don't miss: <a href=&quot;http://www.investmentnews.com/gallery/20150310/FREE/310009998/PH/10-top-robo-advisers-to-watch&quot; target=&quot;_blank&quot;>10 top robo-advisers to watch</a>)</i></b>

By Mason Braswell
ALTERNATIVES APR 27, 2015
Morningstar founder Joe Mansueto still dreams big

Morningstar wants to become 'ubiquitous' with investors, according to founder Joe Mansueto. Will their new initiatives turn around the firm's declining share prices and profits?

By Trevor Hunnicutt
FINTECH APR 22, 2015
The challenge of becoming paperless

A tale of finding a solution to the yellow pad.

By Sheryl Rowling
Going paperless: Advice industry takes on challenge
FINTECH APR 22, 2015
Going paperless: Advice industry takes on challenge

In an industry notorious for documents and signatures, firms welcome chance to automate

By Joyce Hanson
FINTECH APR 20, 2015
Question for advisers: Why did Verizon buy dial-up dinosaur AOL?

Because the company has its sights on mobile, and so should you.

By Alessandra Malito
FINTECH APR 20, 2015
Where are people searching for financial advisers, planners and brokers?

By Ellie Zhu
FINTECH APR 20, 2015
Optimizing your site can give you a leg up

Take the time to get your site mobile-ready, and make sure the content on it is easily readable and navigable

By MFXFeeder
Sheryl Garrett, Wealthminder launch robo offering
FINTECH APR 17, 2015
Sheryl Garrett, Wealthminder launch robo offering

For $10 a month per client, advisers can access software to generate financial plans.

By Alessandra Malito
Don't let your business go down in flames like Kodak
OPINION APR 17, 2015
Don't let your business go down in flames like Kodak

Insights from Peter Diamandis, the renowned pioneer in innovation, who is CEO of the X PRIZE Foundation.

By Steve Sanduski
FINTECH APR 14, 2015
20 financial advisers to follow on Twitter

From deep analysis to humor, these advisers bring a personal touch to financial planning.

By Alessandra Malito
FINTECH APR 14, 2015
Advisers who embrace big data will have a leg up on competitors

Technology experts predict data analysis will lead to improvements in financial planning for clients, plus better business practices that can boost adviser profitability. </br><b><i>(More: <a href="//www.investmentnews.com/section/specialreport/20150125/TECHREPORT2015&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">Don't miss our full technology special report</a>)</b></i>

By Liz Skinner
RIA NEWS APR 10, 2015
Top-performing firms invest big in technology — a critical driver of success

Major emphasis on tech spending and utilization helps leading advisory firms stay ahead of the curve.

By Matt Sirinides
Don't be left behind by robo revolution
FINTECH APR 08, 2015
Don't be left behind by robo revolution

Entrance of big players like Schwab will accelerate changes in the way financial advice is delivered to consumers

By Joe Duran
Vanguard digital advice platform gives investors choice on active vs. passive
RETIREMENT PLANNING APR 07, 2015
Vanguard digital advice platform gives investors choice on active vs. passive

Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.

By Trevor Hunnicutt
FINTECH APR 06, 2015
Robo rumpus gets vicious

The battle between robo-advisers and Charles Schwab &amp; Co. is heating up. Online investing companies like Betterment and Hedgeable have jumped in to rally against Schwab Intelligent Portfolios, the discount broker-dealer's new retail robo-adviser. The arguments have spanned across the web on blog posts, tweets and comments.

By Alessandra Malito
FINTECH APR 05, 2015
You've got mail ... and more mail ... and more ...

Tips about uncluttering your inbox (bet Hillary Clinton wishes she had).

By Alessandra Malito
Top apps to boost your social media efforts
FINTECH APR 01, 2015
Top apps to boost your social media efforts

These mobile tools can help busy advisers who are on the go stay current with their clients.

By Kristin Andree
FINTECH APR 01, 2015
Tips on managing your online presence to improve results in Internet searches

Being proactive, thinking ahead and boasting about yourself can help. And if you get named in a lawsuit, consider settling.

By Alessandra Malito
FINTECH MAR 31, 2015
Wealthfront CEO accuses Schwab of deceiving investors with 'free' new robo

Adam Nash says Schwab is straying from its original values to profit from hidden costs.

By Alessandra Malito
FINTECH MAR 30, 2015
Where did all the active investment robos go?

By Alessandra Malito