Results for "On Technology"

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Riskalyze growing into much more than a risk assessment tool

October 7, 2019

Eight years ago, Riskalyze was created to provide a digital, mathematical approach to client risk assessment. In 2019, the technology startup is so much more than that. At its annual Fearless Investing Summit last week in Boston, Riskalyze introduced...

What 'householding' means for advisers, and why it's the holy grail for technology

September 30, 2019

Spend enough time around technology vendors and industry executives talking about the future of the advice industry and you'll inevitably come across the term "householding." Helping advisers effectively manage all a family's financial accounts,...

'Get Paid to Trade' app launches at FinovateFall

September 24, 2019

Dozens of financial technology startups and over a thousand other financial services executives, venture capitalists, regulators and industry analysts gathered this week at the Marriot Marquis hotel in New York City's Times Square for FinovateFall,...

Social media savvy advisers meet in real life at new conference

September 11, 2019

Scottsdale, Ariz., a seasonal town that is ideal for baseball and golf three-quarters of the year, but unsuitable for human life in the summer, was home this week to Wealth/Stack, a new financial adviser conference that promises to "bridge the...

Trizic rebrand shows difficult route for robo-advisers

September 5, 2019

Trizic is officially pivoting away from providing a white-label digital advice platform for independent advisers in favor of providing "integrated savings and wealth solutions for banks and credit unions." The company is rebranding as Harvest...

Forget millennials, fintechs have eyes for Gen Z

August 27, 2019

Want to feel old? The oldest members of Gen Z, the name marketers cooked up for a consumer demographic younger than millennials, have graduated college, are entering the workforce and are ready to invest. Or they would be if they weren't buried...

Could Google get into fund management?

August 7, 2019

Silicon Valley has not been coy about its plans for Wall Street. Uber is planning a New York City office to develop financial technology products, Amazon and Apple are getting into the credit business, and Microsoft is partnering with BlackRock...

IRS takes on cryptocurrencies

August 1, 2019

The Internal Revenue Service is going after more than 10,000 cryptocurrency holders who failed to report income and pay taxes, and not a single person should be surprised. Skirting the law isn't a bug in bitcoin, ethereum, litecoin or any of...

Technology can help turn client conversations toward planning in next bear market

June 24, 2019

Unless you've been living under a trading desk since the early 2000s, you've heard all about the shift in wealth management away from investments toward comprehensive financial planning.​ Investment management is commoditized. Advisers today...

As Uber sets sights on fintech, it could bring retirement saving and advice to the gig economy

June 12, 2019

Still not worried about mainstream technology companies moving into the financial services world? Well, a new challenger has entered the arena. Uber is reportedly planning a new outpost in New York to tap into the city's financial talent pool...

What does a Goldman-owned United Capital mean for advisers?

May 14, 2019

Joe Duran's long-rumored search for additional investment in United Capital Financial Partners seems to be concluding with a sale to Goldman Sachs Group. There are still a lot of questions surrounding the deal's specifics and what it means for...

What could Envestnet buy next?

May 8, 2019

Envestnet has a clear and defined roadmap for creating what CEO Jud Bergman calls a financial wellness platform — a cloud-based technology ecosystem advisers can use for financial planning, budgeting, savings, protecting capital, legacy planning...

How can advisers continue to differentiate in an increasingly digital world?

April 9, 2019

One of the best things about financial technology is how it has helped level the playing field for advisers. With so many vendors offering technologies for every possible use and price point, registered reps at a big Wall Street firm can no...

Apple wades deeper into financial services territory

March 26, 2019

Apple is slowly wading deeper into financial services. After dipping a toe in with Apple Pay in 2014, the company's latest product — a proprietary credit card offered in partnership with Goldman Sachs — takes a full step into the waters....

Say goodbye to technologies that don't spark joy

March 19, 2019

One of the biggest cultural touchstones so far in 2019 has been the Netflix reality show "Tidying Up with Marie Kondo." It stars Japanese organizing consultant Marie Kondo as she helps families clean up their homes using her KonMari method....

Envestnet MoneyGuide deal will have a massive impact on the advice industry

March 15, 2019

Do you remember in 1998, when we got not one, but two movies about asteroids colliding with Earth? Both "Armageddon" and "Deep Impact" featured computer-generated scenes of space rocks hitting the planet, causing varying degrees of destruction....

Two IBDs look at technology differently

February 26, 2019

The catchphrase "We can no longer just be a [whatever] company, we have to be a technology company," is so much of a cliché, it sounds like a punch line from HBO's "Silicon Valley." It's in the same vein as "We're making the world a better...

What millennials really want out of fintech

February 13, 2019

The push to attract millennial investors, and the trillions in assets supposedly being transferred to us, has been a key driver behind recent industry trends, especially technology, which is often sold as a sort of magic bullet for bringing...

Stop trash-talking robos; they're here to stay

January 30, 2019

For every article about automated investment technology, there's an adviser who gets the urge to let everyone know exactly what he thinks about these newfangled robo-advisers (a term created by the brokerage industry to draw a derogatory connection...

Bold predictions for 2019

January 14, 2019

With world events as chaotic and random as they are today, making predictions is a fool's game. Anyone claiming to know for certain what the future holds probably has a bridge to sell you. That said, I have some predictions to make about the...

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