Human Interest is hiring staff and getting rid of certain fees
Electronic delivery should be the default communication method for investors, according to a letter sent to the agency this month
Independent advisers can help clients set up cash accounts to meet budgeting goals within the Tamarac platform
Millennials are the demographic using robo-advisers the most, and 50% of those millennials have $500,000 or more in assets
How half a year of quarantine has affected the financial services industry
Wholesale tech adoption comes with pitfalls
With no end in sight to remote work, advisers turn to technology to plot new growth strategies virtually from their living rooms
The fintech's leader talks retirement savings software in the age of COVID-19 and what the industry lacks in gender equality
What the trend means for retirement plan advisers
Andina Anderson talks about the company's focus on multigenerational tech adoption and reflects on her career as a female fintech leader
This week’s podcast includes a discussion of the proliferation of free robo-platforms at large financial institutions and a look at the odd evolution of semitransparent ETFs
Since the onset of COVID-19, investors have become increasingly comfortable receiving advice through videoconference or phone calls
Designed to enhance new employee engagement, users created their own avatars and participated in scavenger hunts to socialize with fellow trainees
The digital platform, which matches clients with advisers based on personality, was designed to mimic popular dating apps
Its acquisitions of Baldwin & Associates and GreenCourse Financial Advisors will close in the fourth quarter, chair Justin Ferri said
MoneyGuide users are now able to model various annuity strategies to identify and act on income gaps their clients may face
The complaint claims Yodlee’s distribution of client data caused thousands of dollars in economic losses to each individual involved
Schwab, Robinhood and Vanguard all say clients may be having problems using their websites
It’s not just about the potential for losing prospective business, but how political viewpoints can impact the adviser-client relationship
More companies are pursuing small businesses for 401(k) plans, with technology enabling an abundance of new services
