Fintech

Displaying 4752 results
YOUR PRACTICE FINTECH NOV 13, 2017
Three former TD execs have big plans for small TAMP

After recapitalizing Fusion Capital Management, they are ready to invest in marketing and technology to accelerate growth.

By Ryan W. Neal
YOUR PRACTICE FINTECH NOV 09, 2017
The latest in financial adviser #FinTech

This month's edition kicks off with the big debut of CleverDome, a next-generation cybersecurity solution.

By mkitces
YOUR PRACTICE RETIREMENT PLANNING NOV 09, 2017
Smart data can improve behavior, outcomes for retirement savers

The defined contribution industry, record keepers and advisers alike, must catch up fast.

By Fred Barstein
YOUR PRACTICE FINTECH NOV 09, 2017
Advisers still wary of bitcoin as interest grows

Debate rages over whether digital asset is a new currency or risky fad.

By John Waggoner
YOUR PRACTICE FINTECH NOV 08, 2017
Capitect using technology to deliver 'mass personalization' to portfolios

Software could disrupt model marketplaces and increase value of investment management

By Bloomberg
YOUR PRACTICE FINTECH NOV 07, 2017
Salesforce partners with IBM Watson for AI use in CRM

New software kit promises to simplify process of creating artificial-intelligence-powered tools for advisers.

By Ryan Neal
YOUR PRACTICE FINTECH NOV 06, 2017
Wells Fargo launches hybrid robo-adviser

Intuitive Investor platform requires at least $10,000 in assets and has a 50-basis-point fee.

By Ryan Neal
YOUR PRACTICE FINTECH NOV 04, 2017
Do financial advisers need mandatory technology adoption?

Fintech can't work if it's not used, but not everyone agrees whether to use carrots or sticks.

By ecooper
YOUR PRACTICE FINTECH NOV 04, 2017
What's the next emerging technology for advisers?

Fintech firms to embrace Alexa, holograms and more to help advisers deliver financial help to clients.

By ecooper
YOUR PRACTICE FINTECH NOV 04, 2017
Technology issues test RIAs and custodians

Figuring out robo-advisers and fiduciary are among top concerns for financial planners?

By ecooper
YOUR PRACTICE FINTECH NOV 04, 2017
Broker-dealers debate big data and other technology promises

Will fintech ever generate the business analytics advisers want?

By ecooper
YOUR PRACTICE FINTECH NOV 04, 2017
America's digital financial habits disappoint

Financial firms target technology to help clients save and invest more intelligently

By Ellie Zhu
YOUR PRACTICE FINTECH NOV 01, 2017
Sharing on social media: How to do it right every time

5 tips to avoid being that Twitter follower or LinkedIn contact who regularly spreads misinformation.

By Scott Kleinberg
YOUR PRACTICE FINTECH OCT 31, 2017
Fintech firms to use dark web to improve cybersecurity for advisers

United Planners, Redtail and others collaborate to launch a safer cyberspace for data.

By Jeff Benjamin
YOUR PRACTICE FINTECH OCT 30, 2017
George Papadopoulos, financial planner, confused with key figure in Trump probe on social media

'For the nth time, I am NOT Trump's foreign policy adviser!' Mr. Papadopoulos pleads on Twitter.

By Mark Schoeff Jr.
YOUR PRACTICE FINTECH OCT 23, 2017
Hearsay acquires Mast Mobile

By InvestmentNews
YOUR PRACTICE FINTECH OCT 19, 2017
5 things you should be doing on social media

Whether you tweet, Facebook or LinkedIn, here are 5 tips to succeed

By Scott Kleinberg
YOUR PRACTICE FINTECH OCT 19, 2017
Top 5 ways comprehensive technology boosts client engagement

Gain a better view of your clients' finances and more communication touch points with them.

By Stuart DePina
YOUR PRACTICE FINTECH OCT 18, 2017
EquBot launching first ever ETF to use artificial intelligence

The program will parse regulatory filings and more than a million news stories to establish a portfolio of 30 to 70 stocks.

By Bloomberg
YOUR PRACTICE FINTECH OCT 10, 2017
Oranj launches 'free' financial platform as way to lower client costs

MAX platform offers access to products from BlackRock, Morningstar, Direxion and others.

By InvestmentNews