Fintech

Displaying 4794 results
Schwab is developing robo-adviser for retirees
RETIREMENT PLANNING DEC 19, 2019
Schwab is developing robo-adviser for retirees

Intelligent Income will help manage withdrawals across an investor's retirement accounts.

By Ryan W. Neal
Hearsay helping advisers be proactive about texting compliance
FINTECH DEC 17, 2019
Hearsay helping advisers be proactive about texting compliance

Tech vendor's texting app can now automatically detect keywords that run afoul of compliance and block messages from being sent.

By Ryan W. Neal
The latest in financial adviser fintech — December 2019
FINTECH DEC 17, 2019
The latest in financial adviser fintech — December 2019

This month's edition kicks off with the blockbuster news that Charles Schwab will be acquiring TD Ameritrade in 2020.

By Michael Kitces
YieldStreet aims to bring alternatives to IRAs with WealthFlex acquisition
FINTECH DEC 16, 2019
YieldStreet aims to bring alternatives to IRAs with WealthFlex acquisition

The robo combo will make it easier for wealthy investors to own alternative investments in qualified accounts.

By Jeff Benjamin
Robinhood finally launches cash management service
FINTECH DEC 12, 2019
Robinhood finally launches cash management service

Startup has spent the past 12 months retooling the product after a botched launch.

By Bloomberg
Financial advisers are drowning in fintech choices
OPINION DEC 10, 2019
Financial advisers are drowning in fintech choices

Having too many tech options ends up hurting their businesses.

By Anders Jones
BofA puts final nail in the coffin of commissions on Merrill Edge platform
FINTECH DEC 09, 2019
BofA puts final nail in the coffin of commissions on Merrill Edge platform

The $225 billion digital platform dumps trading costs to stay competitive

By Jeff Benjamin
Millennial advisers see technology as key to winning clients
FINTECH DEC 02, 2019
Millennial advisers see technology as key to winning clients

They are more than twice as likely as baby boomer advisers to beef up web sites, mobile technology, cybersecurity.

By InvestmentNews
Thriving in a bifurcated economy: Services versus stuff
FINTECH DEC 02, 2019
Thriving in a bifurcated economy: Services versus stuff

Most financial products are commoditized; what differentiates advisory firms is the way they deliver those products

By Joe Duran
Compliance teams not keeping pace with new collaboration tools
FINTECH NOV 26, 2019
Compliance teams not keeping pace with new collaboration tools

Firms are using apps like Microsoft Teams and Slack to chat, share documents and schedule meetings without having policies or archiving tools in place.

By Ryan W. Neal
To move advisers into the future, adoption is the new innovation
FINTECH NOV 22, 2019
To move advisers into the future, adoption is the new innovation

Industry leaders discuss how to help advisers embrace new technology and service models

By Ryan W. Neal
Silicon Valley firm helps keep track of $1.7 trillion of assets
ALTERNATIVES NOV 20, 2019
Silicon Valley firm helps keep track of $1.7 trillion of assets

Addepar says assets linked to its technology are growing at an average of $10 billion a week.

By Bloomberg
Digital moneyball
OPINION NOV 12, 2019
Digital moneyball

7 habits of a successful digital executive

By Steve Gresham
Technology systems challenged to be all things to all advice firms
FINTECH NOV 07, 2019
Technology systems challenged to be all things to all advice firms

Chief technology officers at the T3 Enterprise conference discuss industry's difficulties and solutions

By Ryan W. Neal
The latest in financial adviser fintech — November 2019
FINTECH NOV 06, 2019
The latest in financial adviser fintech — November 2019

This month's edition kicks off with the news that Schwab will allow fractional share trading in its retail accounts.

By Michael Kitces
4 ways to help clients control their digital afterlife
OPINION OCT 22, 2019
4 ways to help clients control their digital afterlife

A new law helps people determine what happens to their digital assets after they die, but the law's provisions only apply if they take specific action

By Amy Florian
Does the world need another custodian?
FINTECH OCT 22, 2019
Does the world need another custodian?

Velox is just one of several new, digital-first custodians to hit the scene recently.

By Ryan W. Neal
The latest in financial adviser fintech — October 2019
FINTECH OCT 15, 2019
The latest in financial adviser fintech — October 2019

This month's edition kicks off with the news that Wealthfront is acquiring financial planning monthly subscription startup Grove.

By Michael Kitces
The latest in financial adviser fintech — October 2019
FINTECH OCT 15, 2019
The latest in financial adviser fintech — October 2019

This month's edition kicks off with the news that Wealthfront is acquiring financial planning monthly subscription startup Grove.

By Michael Kitces
FINTECH OCT 08, 2019
Robinhood gives banking another shot

Its new product will sweep uninvested funds out of customers' accounts into existing banks.

By Bloomberg