Results for "On Technology"
Displaying 12 results
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...
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...
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...
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...
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....
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....
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....
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...
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...
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...
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...
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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