The chief executive officer is working with regulators to help build a federal rule to govern data usage
The new platform ties together eMoney financial planning and investment management that could position the custodian to rival TAMP offerings
The tools provided by big players like Fidelity and Schwab are a plus for investors just starting out, but what do they mean for smaller advisory firms?
The president of Fidelity Institutional shares his views on the changing terrain for financial advisory firms and a key trend that advisers should keep an eye on
Advisers have the advantage when it comes to creating plans, but several digital apps launched by major financial institutions are thriving
Aim is to help planners create a cybersecurity program and aid in compliance
The former Cision CIO wil succeeds company veteran Scott Grinis, who will retire in 2021
A majority of advisers surveyed say firms that have been digitally innovative during the pandemic are more attractive destinations
Brokerages like Schwab, ETrade, TD Ameritrade, Robinhood and Fidelity were hit with technical difficulties as trading spiked amid news of a COVID-19 vaccine
Firms who build strong digital relationships with advisers are reaping the benefits, according to the study
By increasing access to financial plans, companies may be creating a natural avenue to digital advice
Giant firms are looking for an avenue to serve younger clients
Trends and technology poised to give female advisers a competitive advantage, presented at the InvestmentNews Women Adviser Summit
The firm's chief digital officer addressed key trends including financial wellness and demographic shifts at the Schwab Impact conference
Third-party vendors that are not a part of Schwab will likely be added to avoid a negative experience during the transition, according to the firm
Robinhood-related emails up for sale on the dark web reportedly outnumber those for other brokerages by about 5-to-1
The Ellevest CEO is using her tech to help women who have been disproportionately impacted by the pandemic
The $100,000 fine the SEC imposed on a wealth management firm related to its employees’ text messages shows the need for caution in this area
The technology will help LPL advisers to run a model portfolio-based practice, according to Chief Investment Officer Burt White
We look at the big news, announcements and underlying trends and developments that are emerging in the world of technology solutions for financial advisers!
