Fintech

Displaying 4795 results
FINTECH FEB 20, 2015
Wealth Access integrates with MoneyGuidePro

A personal financial management platform is streamlining its process with the financial planning software MoneyGuidePro.

By Alessandra Malito
Envestnet acquires tech company Upside
RIA NEWS FEB 20, 2015
Envestnet acquires tech company Upside

Outsourced investing platform will use Upside's portal for financial planning and investment management in effort to keep advisers ahead of robo trend.

By Alessandra Malito
Transcription app Mobile Assistant gets upgrade, partners with Salesforce
FINTECH FEB 20, 2015
Transcription app Mobile Assistant gets upgrade, partners with Salesforce

Risk of missing new notes diminishes, search function improved.

By Alessandra Malito
Why well-designed technology is more powerful than investor education
FINTECH FEB 20, 2015
Why well-designed technology is more powerful than investor education

Instead of trying to teach investors why or why not, well-researched and well-designed technology can give investors only the best options to choose from

By Dan Egan
FINTECH FEB 20, 2015
Conquer the difficulties of web writing to draw prospects

You're an adviser, not a writer, right? Still, you can build trust with potential clients through solid written descriptions of your expertise and services on your website and through a blog. Here are some tips to get you over writer's block.

By Craig Faulkner
FINTECH FEB 20, 2015
Sterne Agee confirms CEO was fired after investigation report

But company says board was already discussing replacing Holbrook, son.

By Bruce Kelly
New defenses necessary for protecting client data
FINTECH FEB 19, 2015
New defenses necessary for protecting client data

From the president down, experts say data security is the responsibility of all who hold sensitive information.

By Liz Skinner
Some advisers still not following social media movement
FINTECH FEB 19, 2015
Some advisers still not following social media movement

As many in the industry endorse the merits of online networks, some are bucking the trend by eschewing LinkedIn and Twitter altogether.

By Alessandra Malito
4 big reasons financial advisers are better than robo-advisers
FINTECH FEB 19, 2015
4 big reasons financial advisers are better than robo-advisers

It's true that robos are competitors but human advisers are still better, it's just a mater of communicating value.

By Sheryl Rowling
Ritholtz Wealth Management launches robo platform
FINTECH FEB 19, 2015
Ritholtz Wealth Management launches robo platform

Digital startup Upside powers Barry Ritholtz and Josh Brown's new platform for emerging investors

By Joyce Hanson
Sallie Krawcheck: Don't underestimate robo-advisers
RIA NEWS FEB 18, 2015
Sallie Krawcheck: Don't underestimate robo-advisers

Sallie Krawcheck says online advice industry is filling a gap in the marketplace.

By Trevor Hunnicutt
Insurance not the cybersecurity answer
FINTECH FEB 17, 2015
Insurance not the cybersecurity answer

Education, technology and policies are key to online fraud prevention, experts say

By Liz Skinner
FINTECH FEB 17, 2015
Have protocols in place to secure access to client data

When it comes to the client data for which you're responsible, protecting clients' privacy and finances must come first.

By MFXFeeder
FINTECH FEB 15, 2015
Adviser technology is about more than dollars

By Andrew Leigh
This ain't no Fantasyland: Tales from T3
FINTECH FEB 11, 2015
This ain't no Fantasyland: Tales from T3

Amid red-eyed financial geeks, our intrepid reporter spots a theme: The robo-adviser threat.

By Joyce Hanson
FINTECH FEB 10, 2015
Envestnet

By InvestmentNews
FINTECH FEB 10, 2015
Orion Advisor Solutions

By InvestmentNews
Hedge fund managers testing the social media waters
ALTERNATIVES FEB 10, 2015
Hedge fund managers testing the social media waters

Lifted advertising ban and pressure from liquid alts drive secretive managers into the open.

By Jeff Benjamin
ALTERNATIVES FEB 10, 2015
UBS renews push to increase advisers' hedge fund use

The wirehouse plans tools to explain the risks and benefits of hedge fund strategies to advisers whose allocations have been low.

By Trevor Hunnicutt
FINTECH FEB 09, 2015
Look beyond adviser-focused technology to improve productivity

A whole world of options lie outside industry-specific apps, including these three tools.

By Alessandra Malito