Fintech

Displaying 4794 results
Morgan Stanley's Gorman 'thrilled' with ETrade purchase
FINTECH JUN 09, 2020
Morgan Stanley's Gorman 'thrilled' with ETrade purchase

The CEO is particularly pleased with ETrade's technology and brand

By Bruce Kelly
Partnership gives family offices greater access to private markets
FINTECH JUN 09, 2020
Partnership gives family offices greater access to private markets

ShareNett, an investment platform for family offices, announced a partnership with digital trading platform ClearList

By Bloomberg
Merrill Lynch rolls out tech-driven adviser workstation
FINTECH JUN 08, 2020
Merrill Lynch rolls out tech-driven adviser workstation

With the tool, advisers can personalize the work experience from connecting with clients to customizing data figures

By Nicole Casperson
Wealthfront takes final step toward automated advice — direct deposits
FINTECH JUN 04, 2020
Wealthfront takes final step toward automated advice — direct deposits

In an email to customers on Wednesday, the independent robo-adviser announced new cash accounts that come with routing numbers and debit cards

By Sean Allocca
Reporting technology for RIAs
OPINION JUN 04, 2020
Reporting technology for RIAs

As breakaways build their tech stack, the reporting provider serves as a 'hub' through which data flows to the firm's back-office infrastructure

By Matt Sonnen
Goldman Sachs delays robo-adviser launch until 2021
FINTECH MAY 28, 2020
Goldman Sachs delays robo-adviser launch until 2021

The investment bank originally announced a digital wealth offering last year, which it hoped would attract mass-affluent investors

By Sean Allocca
The lockdown has been good for automated advice
FINTECH MAY 28, 2020
The lockdown has been good for automated advice

Technology has played a vital role during the pandemic and will become instrumental for the advice industry moving forward

By Sean Allocca
BlackRock to mix target-dates and annuities
RETIREMENT PLANNING MAY 27, 2020
BlackRock to mix target-dates and annuities

The product is designed to be fully liquid and includes contracts from two insurers

By Emile Hallez
UBS launches venture capital fund to digitize bank
FINTECH MAY 26, 2020
UBS launches venture capital fund to digitize bank

It plans to invest in dozens of startups that are upending traditional banking

By Bloomberg
AI is smart but so are customers
OPINION MAY 26, 2020
AI is smart but so are customers

Artificial intelligence should be deployed to deliver a human client experience in these extraordinary times

By Chris Andrew
Small firms face greater cyber risks amid pandemic
FINTECH MAY 24, 2020
Small firms face greater cyber risks amid pandemic

As experts warn of an uptick in attacks, smaller firms enter a riskier environment with fewer preparations

By Devin McGinley
The race to embrace fintech
FINTECH MAY 23, 2020
The race to embrace fintech

Independent advisory firms that have long embraced the advantages and advancements in technology are realizing a smoother transition to various forms of virtual communication

By Jeff Benjamin
Tech spending on digital marketing is just the first step
FINTECH MAY 23, 2020
Tech spending on digital marketing is just the first step

Firms that find the most success are those that have engaged and nurtured a community for years

By InvestmentNews
Open your mind to tech success
FINTECH MAY 23, 2020
Open your mind to tech success

The link between top performers and adaptation cannot be ignored, according to the InvestmentNews Research Tech survey

By George Moriarty
Smarsh acquires maker of cybersecurity tools
FINTECH MAY 21, 2020
Smarsh acquires maker of cybersecurity tools

The acquisition of Entreda will round out the firm’s compliance offering

By InvestmentNews
Tuning in to tele-advice
OPINION MAY 21, 2020
Tuning in to tele-advice

The trend toward remote communication gives savvy advisers the opportunity to improve their service and effectiveness -- and their scale

By Steve Gresham and Kevin J. Ruth
Schwab's Portfolio Connect tops 1,000 users, still trails competitors
RIA NEWS MAY 21, 2020
Schwab's Portfolio Connect tops 1,000 users, still trails competitors

The technology only works with Schwab accounts, but it is deeply integrated with its custodian platform

By Sean Allocca
Remote work opens new possibilities for our industry
OPINION MAY 20, 2020
Remote work opens new possibilities for our industry

Moving away from working in offices could allow firms to draw on a wider pool of talent

By Eric Clarke
Robinhood, ETrade have resolved tech issues
FINTECH MAY 18, 2020
Robinhood, ETrade have resolved tech issues

Both online trading platforms had experienced problems Monday morning

By Bloomberg
The latest in financial adviser fintech — May 2020
FINTECH MAY 18, 2020
The latest in financial adviser fintech — May 2020

We look at the big news, announcements and underlying trends and developments in the world of technology solutions for financial advisers and wealth management!

By Michael Kitces