Fintech

Displaying 4795 results
Schwab 'robo-adviser' bets big on cash and 'smart' beta
FINTECH MAR 09, 2015
Schwab 'robo-adviser' bets big on cash and 'smart' beta

Brokerage platform will use asset-allocation strategies of disputed merit with retail clients.

By Trevor Hunnicutt
Wealthfront, Edelman clash on robo-advisers
RIA NEWS MAR 09, 2015
Wealthfront, Edelman clash on robo-advisers

The old guard of wealth management clashed with the new as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with Adam Nash, the top executive at Wealthfront.

By Trevor Hunnicutt
FINTECH MAR 08, 2015
Why advisers should make both face-to-face and online networking priorities

Solid and active networking strategy ensures advisers stay well-connected to clients and provides an opportunity to remain highly visible in a crowded market.

By Meridith Elliott Powell
The smoke and mirrors of stock repurchase plans
EQUITIES MAR 06, 2015
The smoke and mirrors of stock repurchase plans

<i>Breakfast with Benjamin</i>: These plans are all the rage, but whether they provide any benefits to shareholders is a whole different issue.

By Jeff Benjamin
As Apple Watch details emerge, what's in it for advisers?
FINTECH MAR 06, 2015
As Apple Watch details emerge, what's in it for advisers?

As Apple gets ready to take the wraps of its much-anticipated smart watch, financial advisers &amp;mdash; and some of the companies that work with them &amp;mdash; see a bigger role for wearable technology in the years ahead.

By Alessandra Malito
Morgan Stanley's 'Hunger Games' parody whips financial Twitter into a frenzy
FINTECH MAR 06, 2015
Morgan Stanley's 'Hunger Games' parody whips financial Twitter into a frenzy

Twitter reacts to Morgan Stanley's 'Margin Games' Hunger Games parody.

By Andrew Leigh
Independent broker-dealers take aim at the next generation of clients
FINTECH MAR 06, 2015
Independent broker-dealers take aim at the next generation of clients

Millennials, robo-advice and female clients top the IBD agenda.

By Sarah O'Brien
OPINION MAR 06, 2015
Get the conversation started on LinkedIn

Social media site offers many ways to get a real dialogue going with members of your network.

By Kristin Andree
Blogging tools to maximize an adviser's online voice
FINTECH MAR 05, 2015
Blogging tools to maximize an adviser's online voice

An increasing number of financial advisers are <a href=&quot;http://www.investmentnews.com/article/20131013/REG/310139963/the-why-and-how-of-blogging&quot; target=&quot;_blank&quot;>blogging to connect with new and existing clients.</a>

By Alessandra Malito
Having integrated technology can improve RIAs' businesses
RIA NEWS MAR 03, 2015
Having integrated technology can improve RIAs' businesses

Examples of how RIAs can make workflows more efficient by making sure their technology communicates

By Stuart DePina
FINTECH MAR 01, 2015
Broker-dealer expands crowdfunding reach with new partnership

Broker-dealer North Capital Private Securities adds crowdfunding site OneVest to its platform that syndicates private offerings for investors.

By Alessandra Malito
Brokers do a better job at cybersecurity than investment advisers: SEC
RIA NEWS FEB 26, 2015
Brokers do a better job at cybersecurity than investment advisers: SEC

Brokers do a better job at cybersecurity than investments adviser, according to the SEC.

By Mark Schoeff Jr.
FINTECH FEB 25, 2015
Are you making a mountain out of joining social media?

Why some financial advisers still reject a proven marketing tool.

By Craig Faulkner
FINTECH FEB 24, 2015
This week on social media with advisers

The White House and Department of Labor announced a push for fiduciary standards, the president gave adviser Sheryl Garrett a shout out and advisers responded to Morgan Stanley's leaked take on the Hunger Games.

By Alessandra Malito
ALTERNATIVES FEB 24, 2015
Due diligence in the age of flash crashes

The dominance of algorithms in trading means advisers need to re-evaluate their processes

By Blaine F. Aikin
Fidelity's acquisition of eMoney Advisor could be a watershed moment for the advice industry
RIA NEWS FEB 24, 2015
Fidelity's acquisition of eMoney Advisor could be a watershed moment for the advice industry

Independent advisers might look at this deal as a 'canary in the coal mine moment'.

By Joe Duran
FINTECH FEB 24, 2015
Vanguard quintuples assets in robo-adviser, leapfrogging competitors

Still in pilot, online program rolls past VC-backed startups

By Trevor Hunnicutt
Labor Department rankles advisers with quick video on fiduciary
FINTECH FEB 23, 2015
Labor Department rankles advisers with quick video on fiduciary

Some agree with concept but argue that short treatment lumps everyone together and lacks nuance.

By Alessandra Malito
OPINION FEB 22, 2015
Robo-adviser frenzy: Apocalypse or rerun?

What tax professionals' experience says about the future for financial advisers

By Roger Ochs
To improve portfolio diversification, look to technology
EQUITIES FEB 22, 2015
To improve portfolio diversification, look to technology

Traditional, institutional, buy-and-hold asset allocation model isn't the best fit for all clients.

By Jerry Murphey