Buckingham Wealth Partners' head of planning strategy talks about whether technology is supporting advisers amid the new normal of COVID-19
The asset manager will use the software giant’s Azure cloud platform
The acquisition will help the online lender build up its technology for brokerage and investment services
The online lending marketplace claims it was selling ‘covered’ securities
The former president had been serving as interim leader since October
TD Ameritrade, Wealthfront and Betterment have seen the number of account openings soar since stocks declined
Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management.
Attorneys for users suing the company asked a judge to order Robinhood to stop sending 'misleading communications'
The CEO of FiComm Partners talks about how advisers can best work video into their mix of client communications
Self-directed investors are looking for more of a human touch, according to J.D. Power's annual study
In addition to retirement accounts, Vanguard plans to give advice on emergency funds, debt and managing extra cash
Many investors who have lost money during the pandemic are seeking out financial advice for the first time
Shirl Penney of Dynasty recommends advice firms develop a technology investment road map that matches up to their specific goals
Funds for expansion come from new, existing investors
How far did digital currencies fall in March? Why do advisers need to keep an eye on non-traded BDCs in client portfolios? InvestmentNews Chief Content Officer George Moriarty examines each of these.
The robo-adviser says it will automatically pay bills and invest the rest in the most appropriate accounts
The Financial Planning Association has launched a directory of CFPs who are volunteering their services
As advisers look for answers after the sell-off, Oranj will expand its model marketplace with active asset management products from AllianzGI
Even the rapidly moving tech world is having to slow down for the pandemic
Samantha Russell of Twenty Over Ten suggests three ways advisory firms can drive more traffic to their websites
