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Controversial cash allocations in Schwab’s robo protected clients in 2022
Allocations to cash helped Schwab's robo post the second-best one-year trailing performance, according to a new report from Condor Capital.
Wells Fargo latest to face probe of use of messaging apps
The SEC and the CFTC are looking at the bank's retention of employee communications related to the use of unapproved messaging apps, it disclosed in a filing.
Bad apps + Bad actors = Bad news for advisors
Two types of worrisome trends emerge in the app landscape that financial advisors must watch out for.
Schwab’s game plan for a TD touchdown
Perfection is impossible for a data migration of this magnitude, but Schwab’s leadership is ready to tackle any technical hiccups on the field.
Fintech Bytes: Crypto winter continues
Survey suggests Americans would embrace AI investing; plus news on Facet and Interactive Brokers.
Vestwell selected to administer California ABLE program
The digital record keeper is now administering ABLE programs for 20 states.
The latest in financial #AdvisorTech — February 2023
The month's highlights include Elements adding $5 million more in funding, TradingFront shutting down and Zoe Financial launching a TAMP for advisers in its lead generation network.
Betterment lays off 28 as fintechs continue to feel the pinch
The robo-advisor is also reportedly closing its Philadelphia office and subleasing a floor of its New York City office.
Examining gamification’s power and influence in the markets
A recent survey by CFA Institute found 20% of retail investors say their primary reason for using trading accounts is entertainment or speculation.
Merrill launches new tool allowing advisors to record, share custom videos
The wirehouse's Video Pro guides advisors through creating compliance-approved content for clients and prospects.
State Street using AI as a ‘forward-looking approach’ to portfolio construction
AI can give you a deeper breadth of opportunities and broaden your scope of companies that may be considered innovative, according to State Street’s Matt Bartolini.
Fintech Bytes: InvestCloud, 55ip and Broadridge
Plus a couple of fintech fundraising announcements and another alternatives platform hits the market.
Fintech Bytes: TD Ameritrade updates trading software, Vanguard enhances robo
Plus Pontera integrates with Envestnet, Tifin announces Morningstar collaboration, and Hearsay adds features to Sites.
How Elon Musk’s latest change could make Twitter more expensive for advisors
The social media company is cutting off free access to its API, which will impact archiving tools used by financial advisors.
10 largest TAMPs by assets in 2023
Despite last year’s down markets, turnkey asset management providers continued to grow assets on their platforms.
SECURE 2.0 gives fintechs opportunity to help advisors navigate tax season
eMoney Advisor and FP Alpha have tools to help advisors with Roth conversions.
Advisors must evolve to survive in the AI era
While advisors are in no immediate danger of displacement, simply repeating the 'people will always need a human advisor' mantra won’t stop the inevitable march of progress.
The consolidation contradiction
Smaller firms can still flourish amid the rampant M&A activity, but they need to employ targeted client development and strategic outsourcing.
How leading firms are utilizing technology
It's safe to say that the more adept you are at selecting, implementing and utilizing the available technologies, the better off your practice and your clients will be.
Fintech Bytes: Cetera partners with Asset-Map, MSCI goes with Google
Plus Morningstar adds investment planning to Advisor Workstation, Element secures $5 million and Kwanti announces an asset screening feature.
