How to apply personal financial information technology, including client account aggregation, to your practice in real time.
As robo M&A heats up, it's not necessarily about the specifics of the technology offering, but rather the speed to xmarket for the acquirer — and the right price tag.
Advisory firms use technology for just about everything, and whether or not to automate what's left could generate debate.
As data aggregation moves into spotlight, not all the players might get along.
Software used by more than 500 advisers will be integrated with Chicago firm's other functions, broadening appeal.
Firm pays $75,000 to settle charges after approximately 100,000 data records compromised as a result of hack.
Having to check the folder regularly becomes inconvenient and potentially dangerous.
Envestnet says it wants to be advisers' one-stop shop for investment services and technology. So far, it has been willing to put its money where its mouth is.
Let algorithms do what they're good at, and focus on helping clients deal with the mess of being human
With such automated functionality, advisers can pull data from various sources to create a comprehensive financial plan.
FutureAdvisor deal ups fee pressure on fellow robos, understanding ETF flash crashes, and the rest of this week's must-reads
Advisers can try the do-it-yourself model to compete with automated investment services.
The vigilance of the network of advisers, broker-dealers, clearing firms, product makers and others is needed to keep criminals at bay.
Breaking new ground in retirement planning, the automated investment service will begin offering 401(k) plans to employers, competing against giants such as TIAA-CREF, Vanguard, Prudential, Charles Schwab and Fidelity.
Just as the 2000 tech bubble collapse did not end the expansion of online travel sites, a bear market will not kill the digital-adviser revolution.
Advisers should safeguard their practices as they share sensitive information across multiple third-party platforms and service providers.
Document management technology company is battling to become independent, amidst its majority stakeholder's recent announcement that it is going bankrupt.
Use it to offer information and build relationships with consumers who might become clients.
U.S. authorities examining whether fired adviser Marsh was targeted by hackers after he took data from the wirehouse.
The recently acquired financial planning software is being incorporated into the advisory technology firm's platform.
