The latest update to Schwab Advisor Services' digital onboarding technology lets independent financial advisers open and fund up to 10 new client accounts in a single workflow.
But opponents, including SEC Commissioner Hester Peirce, want the agency to scrap the whole project.
Morgan Stanley revealed its fully armed and operational adviser fintech ecosystem at a recent media event in New York City.
Adviser fintech promised to make firms more efficient and build deeper client relationships. Those claims may soon be tested.
The adviser world returned from the July 4 holiday ready to spend some money on technology.
The acquisition brings more than 700 RIAs using Redi2's billing and invoicing software, BillFin, into the Envestnet ecosystem.
Ongoing discontent, worsened by the pandemic and tech shortfalls, has resulted in 15% of wirehouse advisers and 7% of independent advisers being 'at risk' of exiting their firms in the next two years.
Another asset management firm is buying its way into the increasingly crowded market for direct indexing.
Technology can remove the human bias in investing, while also offering investors exposure to securities, but with reduced drawdown, minimized volatility and lower beta.
A Goldman Sachs study details how life events can impede retirement savings and can have a significant impact on how much an individual saves for retirement.
For your three-day weekend reading, here's a recap of some of the adviser fintech news you may have missed.
Eliminating paper processes can reduce error rates, driving efficiencies for the firm and improving the customer experience.
Fintech company Pontera is continuing its partnership spree in hopes of giving more financial advisers the ability to manage client assets in held-away retirement accounts.
Style often trumps substance for personal finance commentators on social media platforms, though some are blending the best of digital and traditional advice
The 'external system breach' put the Social Security numbers of 2,188 of the firm's clients at risk, according to the Maine Attorney General's office.
Here are the rest of the week’s fintech stories.
SEC Chair Gary Gensler has raised concerns with how features closely associated with the mobile phone apps offered by brokers can impact trading.
More than half of advisers say the lack of integration between their core applications is the biggest pain point with technology.
Fintech companies are responding to the first bear market many have experienced. Here are the rest of the week's fintech stories.
BNY Mellon Pershing revealed the next generation of its wealth management technology at its annual INSITE conference this week in Grapevine, Texas.
