Fintech

Displaying 4752 results
YOUR PRACTICE FINTECH AUG 01, 2017
LPL preparing two tech additions for advisers and their clients

The firm is working on a robo-platform and a new mobile app for clients

By Bruce Kelly
YOUR PRACTICE FINTECH JUL 24, 2017
Betterment funding values firm at $800 million

Now with $10 billion in assets, robo receives $70 million in new funding.

By Bloomberg
YOUR PRACTICE FINTECH JUL 22, 2017
Understanding algorithms is key to gauging robo fiduciary status

Regulators must learn new techniques and skills to examine robo-advisers for their adherence to the fiduciary standard.

By crain-api
YOUR PRACTICE FINTECH JUL 21, 2017
Tech companies deploy behavioral finance tools for advisers

They seek to turn knowing more about clients into growing more revenue.

By Liz Skinner
YOUR PRACTICE FINTECH JUL 18, 2017
Get started with Lists: The best part of Twitter you're not using

Think you know everything there is to know about Twitter? Think again. And get ready to be wowed.

By Scott Kleinberg
YOUR PRACTICE FINTECH JUL 17, 2017
Rehabilitating a besmirched reputation online can cost time and money

Negative links can cause prospects to disappear and clients to ask questions.

By Liz Skinner
YOUR PRACTICE FINTECH JUL 10, 2017
How technology will amplify the humanity in financial advice

Powered by data and analytics, the human component of advice will become even stronger.

By Naureen Hassan
YOUR PRACTICE FINTECH JUL 10, 2017
How financial advisers can bridge the digital divide

By InvestmentNews Research and Oranj
YOUR PRACTICE FINTECH JUL 06, 2017
Advisers envision a disrupted advice industry if Amazon shows up

Amazon serves up great prices at an amazing speed. Could it make financial advice easy, too?

By Liz Skinner
YOUR PRACTICE FINTECH JUL 06, 2017
Dominated by women, tech-heavy fund is up 36% on the year

Seattle-based Zevenbergen Genea observes what products consumers are gravitating to when picking stocks.

By John Waggoner
YOUR PRACTICE FINTECH JUL 05, 2017
Changing the financial advice industry narrative: put the client first

It is incumbent upon us all to meet the quickly evolving needs and expectations of our customers.

By Steve Dunlap
YOUR PRACTICE FINTECH JUL 05, 2017
The big news and trends in adviser #FinTech

This month's edition kicks off with the big release of Riskalyze's new Autopilot platform.

By mkitces
YOUR PRACTICE FINTECH JUN 30, 2017
Are regulators equipped to monitor robo-advisers as fiduciaries?

Academics encourage agencies to boost their digital exam tools now, before automated platforms get even bigger.

By Liz Skinner
YOUR PRACTICE FINTECH JUN 29, 2017
Fintech sales take off after DOL fiduciary rule's partial implementation

Interest in fiduciary-related fintech previously cooled following the election of President Donald J. Trump.

By Liz Skinner
YOUR PRACTICE FINTECH JUN 28, 2017
Don't guess, grade your own social media performance with analytics

It makes no sense to post on social media and never measure its impact. Here's how to do it right every time.

By Scott Kleinberg
YOUR PRACTICE RIAS JUN 28, 2017
TD Ameritrade adds video performance reports for robo-advice clients

Custodian ramping up its digital-platform offerings in race to accumulate assets.

By Liz Skinner
YOUR PRACTICE FINTECH JUN 27, 2017
AssetMark offers advisers free tool to value their business

Assessment also evaluates growth and transferability potential.

By InvestmentNews
YOUR PRACTICE FINTECH JUN 25, 2017
How millennial advisers can foster the entrepreneur within

Like generations before us, millennials have an entrepreneurial spirit. What separates us is our ability to harness technology to be more productive; to achieve more in the same time given.

By Douglas A. Boneparth and Heather J. Boneparth
Edward Jones is winning the Google search war
YOUR PRACTICE FINTECH JUN 22, 2017
Edward Jones is winning the Google search war

Brokerage firm's digital marketing investment helps land it at the top of local and overall search engine results, report finds.

By Liz Skinner
YOUR PRACTICE FINTECH JUN 22, 2017
LPL losing tech guru Victor Fetter

He will be replaced by Scott Seese, most recently at American Express, and known for being a 'digital disruptor.'

By Bruce Kelly