Fintech

Displaying 4794 results
Trizic rebrand shows difficult route for robo-advisers
FINTECH SEP 05, 2019
Trizic rebrand shows difficult route for robo-advisers

Harvest to focus on banks and credit unions instead of independent advisers.

By Ryan W. Neal
Your client portal is not your client experience
FINTECH SEP 05, 2019
Your client portal is not your client experience

Advisers need to use portals in parallel with the way they communicate, educate clients and market their business.

By Kyle Hiatt
Hey, Google, check my TD Ameritrade portfolio
FINTECH SEP 04, 2019
Hey, Google, check my TD Ameritrade portfolio

Investors can now monitor their TD brokerage account hands-free from any device with Google Assistant.

By Ryan W. Neal
VanEck, SolidX offer ETF-like Bitcoin product
ALTERNATIVES SEP 04, 2019
VanEck, SolidX offer ETF-like Bitcoin product

Shares in the fund will be available only to institutional buyers.

By Bloomberg
'Shark Tank' for RIA fintech looking for new investments
RIA NEWS SEP 04, 2019
'Shark Tank' for RIA fintech looking for new investments

Six RIA CEOs hosting third competition to root out the best fintech for advisers.

By Ryan W. Neal
Six startups to compete in XY Planning Network fintech battle
FINTECH SEP 03, 2019
Six startups to compete in XY Planning Network fintech battle

Only one firm will win this fourth annual competition — and the promo that comes with it.

By Ryan W. Neal
Competition among TAMPs heats up
FINTECH AUG 31, 2019
Competition among TAMPs heats up

Financial advisers' growing interest in outsourcing is luring new entrants to the turnkey asset management platform space.

By Ryan W. Neal
Small TAMP players go niche
FINTECH AUG 31, 2019
Small TAMP players go niche

With the TAMP market consolidating, advisers are looking for anything that can give them an edge.

By Ryan W. Neal
4 things advisers miss when it comes to CRM
OPINION AUG 30, 2019
4 things advisers miss when it comes to CRM

At many firms, the customer relationship management system is nothing more than a gloried Rolodex that's used only sporadically

By Robert DeFrancis
Fintechs provide software to financial planning programs to grow future business
FINTECH AUG 29, 2019
Fintechs provide software to financial planning programs to grow future business

Having next-gen advisers advocating the tech to established firms could help providers gain market share.

By Ryan W. Neal
The future of advice is still human
OPINION AUG 29, 2019
The future of advice is still human

The growing popularity of the hybrid model shows consumers want both a digital and a human wealth management experience.

By Bill Capuzzi
Peter Mallouk heads an RIA with $42 billion in assets — and has made only one acquisition
RIA NEWS AUG 28, 2019
Peter Mallouk heads an RIA with $42 billion in assets — and has made only one acquisition

Creative Planning's president has grown the firm organically, but M&A will play a role going forward.

By Greg Iacurci
Hybrid robo looking to offer financial wellness to retirement plan sponsors
RETIREMENT PLANNING AUG 28, 2019
Hybrid robo looking to offer financial wellness to retirement plan sponsors

BrightPlan Coach fashions a financial plan for each employee and provides guidance on spending, financial goals, investing, debt management, estate planning and insurance.

By Ryan W. Neal
Debate on crypto oversight intensifies as SEC clashes with Facebook over Libra
FINTECH AUG 27, 2019
Debate on crypto oversight intensifies as SEC clashes with Facebook over Libra

The agency has taken a more pro-regulatory tone than many expected

By Bloomberg
Forget millennials, fintechs have eyes for Gen Z
FINTECH AUG 27, 2019
Forget millennials, fintechs have eyes for Gen Z

The next big thing is moving beyond client portals and onto voice search

By Ryan W. Neal
It's time for leadership, not just innovation
FINTECH AUG 27, 2019
It's time for leadership, not just innovation

Tech innovation is the easy part — the real challenge is driving adoption

By Steve Gresham
Robo-advisers are dead. Long live digital advisers
RETIREMENT PLANNING AUG 27, 2019
Robo-advisers are dead. Long live digital advisers

Worksites provide huge opportunity for 401(k) advisers to integrate fintech solutions.

By Fred Barstein
Disruptive look at the confluence of digital and human advice
OPINION AUG 26, 2019
Disruptive look at the confluence of digital and human advice

Technology is transforming the advice business, and managing the full household portfolio in a comprehensive way is the new standard.

By Jack Sharry
Software developer Invent.us creates consulting group to serve users
FINTECH AUG 26, 2019
Software developer Invent.us creates consulting group to serve users

Suzanne Siracuse, Tim Welsh part of team to help advisory firms maximize new tools.

By InvestmentNews
AI, blockchain should be high priority for record keepers
RETIREMENT PLANNING AUG 26, 2019
AI, blockchain should be high priority for record keepers

What would the 401(k) industry look like if firms could start with a blank slate instead of a legacy platform?

By Ryan W. Neal