Fintech

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Betterment launches Co-Pilot tool for advisers
FINTECH MAY 20, 2021
Betterment launches Co-Pilot tool for advisers

The latest launch by Betterment kicks off the fintech’s mission to rapidly grow its adviser-focused business line throughout the year.

By Nicole Casperson
Wealthtech funding hits record $5.6 billion in Q1
FINTECH MAY 19, 2021
Wealthtech funding hits record $5.6 billion in Q1

In the first quarter, a total of 86 deals took place, and the wealthtech sector already has outpaced 2020’s year-end total funding of $5.2 billion.

By Nicole Casperson
How RIAs can avoid getting burnt out by new tech
FINTECH MAY 18, 2021
How RIAs can avoid getting burnt out by new tech

Advisers now have a wide array of options from financial planning software, risk management and analytics platforms, digital marketing and CRM tools. What point does it become too much?

By Sean Allocca
Move over, Robinhood — Fidelity democratizes investing for teens
FINTECH MAY 18, 2021
Move over, Robinhood — Fidelity democratizes investing for teens

Teens will be able to trade U.S.-listed stocks, Fidelity mutual funds and most exchange-traded funds, with no account fees or commissions.

By Nicole Casperson
Goldman Sachs taps MSCI for risk data and analytics
FINTECH MAY 17, 2021
Goldman Sachs taps MSCI for risk data and analytics

Institutional investors now have access to data and analytics across both Goldman Sachs Marquee and MSCI RiskManager.

By Nicole Casperson
The war for risk analysis gets ugly
OPINION MAY 17, 2021
The war for risk analysis gets ugly

Market leader Riskalyze lashed out at competitors over differences in methodologies, but the allegations opened up interesting questions about the technologies under the hood at risk analysis providers.

By Sean Allocca
Pandemic fuels rapid growth for robo-advisers: Report
FINTECH MAY 17, 2021
Pandemic fuels rapid growth for robo-advisers: Report

Robo-advisers are expanding services and growing assets at a rapid pace, further cementing their place in the financial advice industry.

By Nicole Casperson
Updating regulation for today’s technology
OPINION MAY 17, 2021
Updating regulation for today’s technology

The key issue, as Gensler put it, is how the SEC continues to ensure that markets work for everyday investors when new technologies change the face of finance.

By InvestmentNews
Where will wealthtech take us next?
FINTECH MAY 17, 2021
Where will wealthtech take us next?

It’s the idea that someone is out there today, hacking a creative solution that will become the next new tech, that makes this an exciting time to be in financial advice.

By George Moriarty
How advisers can turn heads with digital marketing
OPINION MAY 14, 2021
How advisers can turn heads with digital marketing

You have to be more patient with an online lead, nurturing it and cultivating it before it will become a revenue-generating client.

By Robert Sofia
Riskalyze tears into Orion’s HiddenLevers over predictive modeling
FINTECH MAY 11, 2021
Riskalyze tears into Orion’s HiddenLevers over predictive modeling

The risk management software provider lashed out at competitors HiddenLevers and RiXtrema for using predictive models that are 'wildly inaccurate.'

By Nicole Casperson
Envestnet details $30 million plan for tech ecosystem
FINTECH MAY 10, 2021
Envestnet details $30 million plan for tech ecosystem

Envestnet CEO Bill Crager outlined how the firm is using additional operating expenses toward the financial wellness ecosystem’s development.

By Nicole Casperson
3 trends reshaping wealth management
OPINION MAY 10, 2021
3 trends reshaping wealth management

As new generations of investors enter the scene, demand for advisory services will rise, as will expectations about what advisers can deliver. Understanding these shifts will be key to adviser growth in the decade ahead.

By Richard Keltner
Catching a fish with AI? Find the right guide
OPINION MAY 10, 2021
Catching a fish with AI? Find the right guide

The complex nature of the wealth management sector calls for a different approach to artificial intelligence. Take advantage of the rules and regulations that complicate the industry’s operations.

By Sindhu Joseph
UBS explores offering crypto investments to rich clients
FINTECH MAY 10, 2021
UBS explores offering crypto investments to rich clients

The Swiss firm is exploring several alternatives for offering the asset class, people familiar with the plan said. Any investment offering would be a very small portion of the clients’ total wealth because of the volatility.

By Bloomberg
Wealthtechs merge to build ‘ecosystems’ for advisers
FINTECH MAY 07, 2021
Wealthtechs merge to build ‘ecosystems’ for advisers

Wealthtech has exploded with innovation over the past decade. Today, more firms are merging to create coordinated technology ecosystems.

By Nicole Casperson
InvestCloud to acquire Advicent and NaviPlan planning software
FINTECH MAY 05, 2021
InvestCloud to acquire Advicent and NaviPlan planning software

The acquisition follows the firm’s merger with Tegra118 that drove it to a $1 billion valuation. Market volatility has accelerated a focus on financial planning.

By Nicole Casperson
Data security concerns force the DC industry to cooperate
RETIREMENT PLANNING MAY 05, 2021
Data security concerns force the DC industry to cooperate

The recent Government Accountability Office report and even more recent Department of Labor guidance on cybersecurity hammer home the reality that protecting plan and especially participant data has become a fiduciary responsibility.

By Fred Barstein
Joe Duran's plan for Goldman Sachs advisers: Q&A
RIA NEWS MAY 05, 2021
Joe Duran's plan for Goldman Sachs advisers: Q&A

After its acquisition in July 2019, United Capital became Goldman Sachs Personal Financial Management division, combining the then-RIA’s emphasis on getting personal with the Wall Street bank's 150-year legacy. The Personal Financial Management unit is growing via acquisitions and Joe Duran outlines how advisers can benefit.

By Nicole Casperson
Robos roll out crypto offerings ahead of potential Bitcoin ETF
RIA NEWS MAY 04, 2021
Robos roll out crypto offerings ahead of potential Bitcoin ETF

Robo-advisers could be entryways for new market participants to gain access to crypto investing, while advocates wait for regulators to make a decision on a Bitcoin exchange-traded fund.

By Nicole Casperson