Fintech

Displaying 4787 results
EQUITIES AUG 24, 2017
Tech bubble just talk — for now

But technology stocks could fall just as hard, or harder, than the S&P 500 in a broad market downturn.

By John Waggoner
FINTECH AUG 23, 2017
The 7 secrets of content marketing

A static, five-page online business card as your website won't cut it anymore.

By Megan Carpenter
The future looks very different
FINTECH AUG 19, 2017
The future looks very different

By Evan Cooper
FINTECH AUG 18, 2017
Will Jeffrey Gundlach's Trump-like approach on Twitter work in financial services?

The DoubleLine CEO's attacks on Wall Street Journal reporters is igniting a discussion on what's fair game on social media.

By Jeff Benjamin
RETIREMENT PLANNING AUG 18, 2017
The DOL fiduciary rule practically necessitates account aggregation

The more comprehensive the view of client finances, the more prudent the advice.

By Lowell Putnam
FINTECH AUG 18, 2017
Automation: An effective way to enhance marketing success

Five tips on how to successfully deliver content and promote your business.

By Pete Muckley
FINTECH AUG 16, 2017
Advisers turning to text messages to communicate with clients

With email inboxes getting more and more jammed, firms give text messaging a fresh look

By Liz Skinner
FINTECH AUG 16, 2017
Advisers turning to text messages to communicate with clients

With email inboxes getting more and more jammed, firms give text messaging a fresh look.

By Liz Skinner
FINTECH AUG 10, 2017
Deleting your social media is a bad idea

Despite what you may have heard or seen, there's a reason why the delete button is hidden — so don't use it.

By Scott Kleinberg
FINTECH AUG 09, 2017
The latest in financial adviser #FinTech (August 2017)

Welcome to the August issue – where we look at the big news, announcements and underlying trends.

By Michael Kitces
FINTECH AUG 08, 2017
SEC risk alert calls on advisory industry to do more to shore up cybersecurity

Advisory firms given more details on how examiners want systems protected from hackers.

By Liz Skinner
FINTECH AUG 08, 2017
Robos, digital platforms and human financial advice: What investors really want

By InvestmentNews Research and Oranj
FINTECH AUG 07, 2017
PlanPlus and FinaMetrica merge

Combined provider of planning and risk-tolerance tools renamed PlanPlus Global.

By InvestmentNews
RIA NEWS AUG 07, 2017
Custodians are charting fintech's future

From workflow efficiencies to robo-advice and artificial intelligence, the big four are developing technology to entice advisers.

By Liz Skinner
FINTECH AUG 04, 2017
Four tech tools for communicating with clients

These tools will help advisers interact with clients in a faster and more engaging way.

By Joe DiMauro
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
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
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
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
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