On Technology

Deputy Managing Editor Sean Allocca breaks down the latest fintech products, trends and opines on the biggest stories hitting the adviser technology world.

Displaying 31 results

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Give investors what they want — a Bitcoin ETF

Ever since Bitcoin rallied to all-time highs this month, the big question advisers are asking themselves is when will it be suitable to use the cryptocurrency in client portfolios.

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Why a new Betterment chief could usher in an IPO

Founder Jon Stein wasn’t able to achieve his ultimate goal of an initial public offering, but he transformed the little-known New York-based fintech into a digital behemoth

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Are financial planning apps the next fintech target?

Advisers have the advantage when it comes to creating plans, but several digital apps launched by major financial institutions are thriving

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Are free trades next for digital advice?

Prominent digital providers have added zero-commission brokerage features in recent months — and billions in new assets

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Wells Fargo’s Envestnet data-sharing deal raises murky questions

The agreement opens up access to important tools for consumers, but the FTC is asking for more information about such practices

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The digital shift is here — and it’s uncomfortable

Wholesale tech adoption comes with pitfalls

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Advisers, please stop calling everything AI

The hype sometimes overshadows the actual returns on investment the technology is creating for financial advisers

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Regulators should take a harder look at Robinhood

After the tragic death of a customer, the investment platform made significant changes. More may need to be done

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The robo-adviser that shorted the market and won

Digital advice players have long heralded low-cost investing, but firms are offering differentiated strategies

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The lockdown has been good for automated advice

Technology has played a vital role during the pandemic and will become instrumental for the advice industry moving forward