Fintech

Displaying 4794 results
FINTECH SEP 19, 2013
An analytics tool better than Google for advisers?

When it comes to discovering whether your site rocks or just another rock in the bottom of the ocean, maybe its time to get to know Alexa.

By tjenkin
FINTECH SEP 18, 2013
The Buzz: Lessons from Finovate

By Matt Ackermann
FINTECH SEP 16, 2013
Turning 'friends' into clients

Real-life stories of advisers and their social-media strategies

By Davis Janowski
FINTECH SEP 13, 2013
Tech firms strike partnership with universities to bolster financial planning

FAStech formalizes ad hoc network of platforms to give students entree into tech world.

By Michael Shagrin
EQUITIES SEP 13, 2013
Nasdaq to pay $10 million to settle SEC Facebook case

IPO debacle of social media darling led to losses of almost $500 million.

By Gregory Crawford
EQUITIES SEP 13, 2013
Citigroup fined over alleged Facebook leak

Massachusetts' regulator claims junior analyst sent info to friend about much-anticipated IPO.

By AOSTERLAND
FINTECH SEP 12, 2013
Why training is critical for successful tech upgrades

It sounds like a no-brainer, but when advisers invest in technology, training often gets overlooked or minimized.

By gfriedman
FINTECH SEP 11, 2013
Advisers' websites not mobile-friendly

Clients leading advisers in technology use.

By Michael Shagrin
FINTECH SEP 11, 2013
Quantopian launches trading platform pilot program

By Janowski Davis
FINTECH SEP 10, 2013
Advisers: Time to adopt 'no-brainer' technology

Too many advisers are still mailing quarterly reports. Why?

By twelsh
FINTECH SEP 10, 2013
TechTalk: IN's new blog for advisers

Exclusive panel of advisers, experts to share insight on adviser technology.

By FGabriel
FINTECH SEP 10, 2013
Technology helping advisers cater to the masses — profitably

Software can create target asset allocations, re-balance portfolios every two to four months.

By Liz Skinner
FINTECH SEP 10, 2013
Fidelity launches first investing app for Google Glass

Fidelity launches the first investing app designed for Google Glass, which provides users stock quotes and could help attract more young investors.

By Michael Shagrin
RETIREMENT PLANNING SEP 10, 2013
Simple tool answers ultimate retirement question: Can I afford to retire?

goalgamiPro software designed with independent RIAs in mind.

By Mary Beth Franklin
FINTECH SEP 10, 2013
Schwab tech starts to gain momentum

By Janowski Davis
FINTECH SEP 10, 2013
Advisers plan to use tech to kick client experiences up a notch

E&Y study also finds greater focus on mobile technology; compliance still a big challenge.

By Janowski Davis
Road warriors: How to stay connected, productive and sane while traveling
FINTECH SEP 08, 2013
Road warriors: How to stay connected, productive and sane while traveling

As someone who will speak at nearly 60 adviser conferences this year and fly nearly 120,000 miles, while simultaneously supporting several businesses, I've been forced over the years to figure out how to maintain productivity as a road warrior.

By Michael Kitces
FINTECH SEP 06, 2013
Integration of HiddenLevers app with Envestnet completed

Investment stress-test against various risks now part of the unified wealth management platform.

By Michael Shagrin
The tech survey says ...
FINTECH SEP 06, 2013
The tech survey says ...

Advisers are embracing industry-specific software, but satisfaction levels remain a bit low.

By Janowski Davis
FINTECH SEP 06, 2013
Integration is paying off

By Janowski Davis