Fintech

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RIA NEWS MAR 29, 2015
5 steps to incorporating a robo into your firm

Time for advisers to develop an online approach — here's how.

By Liz Skinner
Apps to help advisers manage their emails
FINTECH MAR 27, 2015
Apps to help advisers manage their emails

By Alessandra Malito
Google's new algorithm to hinder many advisers' web presence
FINTECH MAR 26, 2015
Google's new algorithm to hinder many advisers' web presence

Many advisory firms have failed to keep pace with the times and are operating websites that are better suited for desktops than smartphones, tablets and other mobile devices.

By Alessandra Malito
Northwestern Mutual purchases LearnVest
FINTECH MAR 26, 2015
Northwestern Mutual purchases LearnVest

The insurer will acquire LearnVest for an undisclosed amount, with LearnVest saying its platform will maintain its brand identity and business relationships.

By Darla Mercado
FINTECH MAR 25, 2015
Why advisers should care that Nasdaq plans to tap into Bitcoin and its technology

As the cryptocurrency attempts to overcome hurdles to achieve wider acceptance, it should be on advisers' radar screens.

By Alessandra Malito
FINTECH MAR 25, 2015
The war of words among robos

It's time to call a truce in the war of words among robo-rivals and get back to business.

By MFXFeeder
Will the LearnVest-Northwestern Mutual deal lead to a culture clash?
FINTECH MAR 25, 2015
Will the LearnVest-Northwestern Mutual deal lead to a culture clash?

Learnvest-Northwestern deal bodes well for fin tech firms, robos, but it's uncertain whether the financial planning service can maintain its indie culture.

By Darla Mercado
Schwab keeps forced cash allocation for newly announced advisers' robo
FINTECH MAR 25, 2015
Schwab keeps forced cash allocation for newly announced advisers' robo

The custodian will require institutional users of its robo-platform to hold a certain amount of assets in cash. <i>(See also: <a href=&quot;http://www.investmentnews.com/gallery/20150310/FREE/310009998/PH&quot; target=&quot;_blank&quot;>10 top robo-advisers to watch</a>)</i>

By Alessandra Malito
Using LinkedIn to generate leads
OPINION MAR 25, 2015
Using LinkedIn to generate leads

Create a system for using the social media site to gain introductions to your target prospects.

By Kristin Andree
FINTECH MAR 23, 2015
Robo-advisers transform from threat to tool

Forward-thinking advisers and robo-advice platforms are finding middle ground that could be a boost for all involved.

By Jeff Benjamin
FINTECH MAR 22, 2015
Know the cyberrisks to thwart them

There's more to cybercrime than stealing client data, such as reputational risks to your brand

By Jennifer Openshaw
FINTECH MAR 18, 2015
Is free too expensive?

When a custodian offers you free technology, that's a good thing, right? Maybe not.

By Sheryl Rowling
FINTECH MAR 18, 2015
Why lease when you can own your website?

Template-based web design systems might make things easy, but most of them have major drawbacks.

By Christopher Norton
FINTECH MAR 16, 2015
Robo-advisers can't handle complex decisions

Critical thinking that requires human reasoning spells an opportunity for human advisers

By Bloomberg
TA Associates acquires Orion Advisor Services in NorthStar deal
RIA NEWS MAR 16, 2015
TA Associates acquires Orion Advisor Services in NorthStar deal

Boston-based private equity firm <a href=&#8221;http://www.ta.com/&#8221;>TA Associates</a> announced on Monday that it is acquiring majority interest in NorthStar Financial Services and its nine subsidiary providers.

By Alessandra Malito
FINTECH MAR 12, 2015
The commoditization of the robo adviser

As online advice firms continue to mimic each other, they will come under pressure to differentiate themselves through new services and lower costs.

By Alessandra Malito
Schwab to launch adviser robo in Q2; consumer version unveiled today
FINTECH MAR 12, 2015
Schwab to launch adviser robo in Q2; consumer version unveiled today

Charles Schwab &amp; Co. will unveil its white label online platform for advisers in the second quarter.

By Alessandra Malito
FINTECH MAR 11, 2015
Investor trust. We can rebuild it.

Social media will be essential, and instead of going full automation, pair investing technology with a professional.

By Victor Gaxiola
Vanguard may expand fast-growing virtual investing service to advisers
RIA NEWS MAR 11, 2015
Vanguard may expand fast-growing virtual investing service to advisers

Pilot raised more than $9 billion last year along with hopes for more direct-to-consumer fund sales.

By Trevor Hunnicutt
Apps to help advisers manage their emails
FINTECH MAR 10, 2015
Apps to help advisers manage their emails

A full inbox of emails is daunting for any adviser, but these apps can help.

By Alessandra Malito