Results for "On Technology"

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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...

Five fintech buzzwords that need to die

April 22, 2019

When it comes to confusing jargon and empty buzzwords, few fields are as guilty as the financial services or tech industry. When the two come together, it's a Venn diagram of awful terminology. The problem with jargon is it makes the industry...

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...

Advisers: Meet our new tech columnist

January 3, 2019

Is the financial advice industry aware that the services we pay for are rarely pleasant experiences? Everything from finding an adviser and opening an account to moving money and getting questions answered are, more often than not, awful encounters....


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