Get ready for a price war, and asset managers targeting consumers directly.
Startup uses Folio Institutional as custodian and supports investments from Dimensional Fund Advisors.
Fears of Amazon's Alexa as adviser push Fidelity and others to compete in an increasingly automated world.
Daily reconciliation tool is added to platform for trading, performance, reporting and billing.
Brokerage trade group aims to establish working principles on data that involve access and permissions.
Technology is expected to improve speed, accuracy while lowering costs—and advisers might benefit, too.
SEC chairman urges investors to use common sense, market pros to mind securities laws.
Retirement plan advisers and firms can use software filters to see how their fees compare to industry peers.
Your clients see the cryptocurrency absorbing criticism and generating global interest.
This month's edition kicks off with the big news that Lincoln Financial has decided to build its AdviceNext adviser workstation on Fidelity's Wealthscape.
Vulnerabilities include access-management systems and people processes, according to report on exam findings.
Market forces like fee compression and new regulations are driving the shift, but resistance to tech remains strong.
Business improves when advisers upgrade technology for client acquisitions, account servicing and asset growth.
Faster, safer and cheaper financial transactions will reduce the need for middle men.
Wirehouse also plans to give the digital-advice platform, Access Investing, to its team of human financial advisers as a tool to connect with younger investors.
Patch systems promptly, train employees regularly and prepare for the worst.
Technology is making it easier, and cheaper, for advisers to trade many shares without holding funds.
16,000 advisers will be able to leverage tech platform to coordinate holdings for each household
Advisers on RightCapital's financial and tax planning software can pull client data directly from Envestnet's tool.
Lincoln Financial Network has moved all of its clearing business to Fidelity, and will partner with the firm on fintech developments.
