Fintech

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Morningstar expands footprint with deal for Canadian financial planning technology
FINTECH MAR 03, 2020
Morningstar expands footprint with deal for Canadian financial planning technology

The purchase comes just months after Morningstar acquired an Australian tech company

By Ryan W. Neal
Robinhood brokerage is up and running, sort of, after outage
FINTECH MAR 03, 2020
Robinhood brokerage is up and running, sort of, after outage

Customers blasted the closely held company on social media during the outage and several said they would close their accounts

By Bloomberg
Robinhood suffers online outage as market advances
FINTECH MAR 02, 2020
Robinhood suffers online outage as market advances

As U.S. stocks headed for their first gain in eight sessions, the online brokerage had technical issues

By Bloomberg
Vanguard, TD Ameritrade latest digital services to struggle with market downturn
FINTECH FEB 28, 2020
Vanguard, TD Ameritrade latest digital services to struggle with market downturn

With more people than usual logging in to check their accounts or make trades, some platforms are slowing down

By Ryan W. Neal
New Vestwell infrastructure removes traditional record keepers from retirement plan administration
RETIREMENT PLANNING FEB 27, 2020
New Vestwell infrastructure removes traditional record keepers from retirement plan administration

Vestwell now brings all non-custody services in-house

By Ryan W. Neal
The latest in financial adviser fintech — February 2019
OPINION FEB 26, 2020
The latest in financial adviser fintech — February 2019

This month's edition kicks off with the big announcement that Visa is acquiring Plaid for a whopping $5.3B

By Michael Kitces
Empower, ETrade to let 401(k) clients view accounts alongside stock plans
RETIREMENT PLANNING FEB 25, 2020
Empower, ETrade to let 401(k) clients view accounts alongside stock plans

The retirement plan provider says the side-by-side view isn't a signal that the different accounts should be treated similarly

By Emile Hallez
Fidelity, Schwab customers saw online delays
FINTECH FEB 24, 2020
Fidelity, Schwab customers saw online delays

The website problems came as markets tumbled Monday morning

By Bloomberg
Wealth management in the 2020s
RIA NEWS FEB 24, 2020
Wealth management in the 2020s

Last year highlighted many of the major trends of the past decade, which will continue to shape the industry in the decade to come

By Joe Duran
T3 attendees at odds over actual adviser count at conference
FINTECH FEB 20, 2020
T3 attendees at odds over actual adviser count at conference

Conference founder Joel Bruckenstein denied suggestions that attendance has decreased or competition has increased

By Ryan W. Neal
After Fiserv sale, Cheryl Nash's team rebrands as Tegra118
FINTECH FEB 19, 2020
After Fiserv sale, Cheryl Nash's team rebrands as Tegra118

The sale of Fiserv's investment services business to Motive Partners closed Tuesday

By Ryan W. Neal
Saving time, tech integration are themes at T3
FINTECH FEB 19, 2020
Saving time, tech integration are themes at T3

LPL, Fidelity and Orion were among the companies announcing new integrations at the conference

By Ryan W. Neal
Ric Edelman makes the case for Bitcoin at T3
ALTERNATIVES FEB 18, 2020
Ric Edelman makes the case for Bitcoin at T3

Despite Edelman's enthusiasm, his firm does not recommend digital assets to its clients

By Ryan W. Neal
Fidelity redesigning Wealthscape platform and mobile apps
FINTECH FEB 16, 2020
Fidelity redesigning Wealthscape platform and mobile apps

Fidelity Institutional's Lisa Burns describes the tech changes on the horizon for its clients.

By InvestmentNews
Joel Bruckenstein says advisers get better tech products more quickly today
FINTECH FEB 14, 2020
Joel Bruckenstein says advisers get better tech products more quickly today

Exciting new firms launched at his annual T3 conference for advisers, including FP Alpha and Summit Wealth.

By InvestmentNews
Robot analysts best humans on investment picks: Study
FINTECH FEB 11, 2020
Robot analysts best humans on investment picks: Study

Automated services are more likely to produce sell ratings on stocks, and their buy recommendations outperform those from humans

By Bloomberg
Cybersecurity rules can create compliance challenges
OPINION FEB 10, 2020
Cybersecurity rules can create compliance challenges

National standards would be preferable to a patchwork of state-by-state rules when it comes to dealing with rapidly evolving cyberthreats

By Dale Brown
MSCI launches climate risk assessment tool
FINTECH FEB 05, 2020
MSCI launches climate risk assessment tool

Product measures potential impact of climate change on company valuations

By InvestmentNews
As clients and advisers get younger, firms feel pressure to up their tech game
FINTECH FEB 04, 2020
As clients and advisers get younger, firms feel pressure to up their tech game

There is no upside to falling behind the technology innovation curve

By Jeff Benjamin
DTCC launching API marketplace to improve access to processing services
FINTECH FEB 04, 2020
DTCC launching API marketplace to improve access to processing services

The hope is that easy access to application programming interfaces will improve innovation and collaboration with member firms

By Ryan W. Neal