The firm's chief digital officer addressed key trends including financial wellness and demographic shifts at the Schwab Impact conference
Third-party vendors that are not a part of Schwab will likely be added to avoid a negative experience during the transition, according to the firm
Robinhood-related emails up for sale on the dark web reportedly outnumber those for other brokerages by about 5-to-1
The Ellevest CEO is using her tech to help women who have been disproportionately impacted by the pandemic
The $100,000 fine the SEC imposed on a wealth management firm related to its employees’ text messages shows the need for caution in this area
The technology will help LPL advisers to run a model portfolio-based practice, according to Chief Investment Officer Burt White
We look at the big news, announcements and underlying trends and developments that are emerging in the world of technology solutions for financial advisers!
As part of the acquisition, iCapital will establish an office in Lisbon, Portugal as its global hub for technology development and operations
The partnership builds on the $3.5 billion the wirehouse spends annually on technology investments
Prominent digital providers have added zero-commission brokerage features in recent months — and billions in new assets
The robo-adviser is just the latest money manager to address the accelerating investor appetite for a more sustainable approach to investing
The Toronto-based robo-adviser manages approximately $6.4 billion in assets and has more than 1.5 million users
Formerly Project Avocado, the mobile app has been redesigned to focus on a client's financial health
The technology that will make the cut largely depends on adviser engagement, according to a Schwab executive
Robinhood, with more than 13 million accounts, is considering whether to add a customer service phone number
The tool expands access to financial planning to nearly 40 million active digital banking users and may eventually funnel clients into Merrill Lynch
The real keys to putting together your firm's tech stack are integration and ease of use
Investment led by TCV would value the Canadian online investment firm at more than $1 billion
In a crowded marketplace, turnkey asset management platforms are forging new tactics to jockey for additional market share
With technology allowing advisers to serve clients from almost anywhere, what’s stopping them from relocating their whole operation to greener pastures?
