Results for "On Technology"

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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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