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Envestnet founder and CEO Jud Bergman killed in automobile crash

October 4, 2019

Envestnet CEO Judson Bergman, 62, and his wife, Mary Miller, were killed early Thursday morning in an automobile accident in San Francisco. Mr. Bergman founded Envestnet in 1999 to create a software desktop for independent financial advisers....

'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,...

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...

Small advisers struggle with cybersecurity demands of regulators

October 7, 2019

Cybersecurity remains a top concern of registered investment advisers, but smaller firms are struggling to keep up. State securities regulators are concerned about a growing number of deficiencies related to cybersecurity at state-registered...

Oranj and TradeWarrior battle moves beyond the courtroom

June 4, 2019

The executives behind Oranj and TradeWarrior are looking to move on from a litigious breakup following Oranj's majority-share acquisition of the rebalancing software in April 2017.​ One year after the deal, TradeWarrior founder and former...

Most popular adviser software by category

October 27, 2017

Here are the top software choices that advisory firms are buying when it comes to account aggregation, compliance, CRMs, financial planning, portfolio management, rebalancing and risk management. Source: InvestmentNews 2017 Adviser Technology Study.

eMoney by Fidelity to gain new competitor from its original founder

January 30, 2019

eMoney Advisor founder Edmond Walters is teaming with Envestnet and PieTech's MoneyGuide to introduce financial planning software for advisers that will compete head on with his initial brainchild, which he sold to Fidelity four years ago. Multiple...

Using technology to build the best portfolio

January 8, 2014

I am one of the many advisers who apply modern portfolio theory in our investment strategy and use carefully crafted portfolio allocation models. For each risk level, a model will be constructed of specific percentages of asset classes based...

Why don't more advisers adopt "no brainer" technologies?

September 25, 2013

Why are many advisers still mailing quarterly reports? With the rise of purpose-built choices for advisers from a thriving technology community that has grown with them and their success, it is baffling to see a lack of adoption of some of the...

New apps help improve adviser efficiency

August 20, 2013

On this week's broadcast, Fidelity shows what Google Glass might do to change wealth management, a startup looks to tame the onslaught of digital statements, controversy over GMail's privacy policy, and more. Fidelity Market Monitor for Glass...

Wedbush Securities latest to choose FolioDynamix's platform

August 9, 2013

Wedbush Securities Inc. will deploy FolioDynamix's full-service wealth management platform for its advisers, the companies announced. “We started looking 16 months ago, considering whether to acquire each piece separately or to find an end-to-end...

Veo logo coming soon to an application near you

July 23, 2013

While many of us, in our consumer lives, anyway, find ourselves pretty logo-saturated, the same cannot be said for the typical adviser's professional life. But advisers, get ready. TD Ameritrade Institutional announced today what I suspect will...

Redtail and goalgamiPro make a data connection

May 24, 2013

It really is a good time, from a technology perspective, to be getting into the financial advice business. There have never been so many tools available to advisers and the pace of integrations between third-party providers continues to chug...

NetDocuments launches an Apps Marketplace

May 16, 2013

Cloud-computing content management provider NetDocuments has had a busy year so far. After two major releases they recently announced availability of a NetDocuments' Apps Marketplace. For those unfamiliar, NetDocuments is a big cloud-based provider...

Attention rocket scientists: Quantopian launches trading pilot program

May 14, 2013

Just a quick post to pass along news from Quantopian, the open algorithmic trading development platform, trading platform and social hub for quants I first wrote about back at launch in January. Today, the firm introduced the notion of paper...

Android dominating much of the mobile world

May 10, 2013

First-quarter worldwide shipments of smart mobile devices: 308.7 million units. That according to market research firm Canalys' latest estimates. The firm includes notebook computers, tablets and smart phones in that count. Advisers continue...

Comply or die: NRS upgrades 'manual' to the 21st century

April 17, 2013

National Regulatory Services announced availability Tuesday of their new Policy Architect Module. Sounds like one sexy beast does it not? That was just to keep the eyes from glazing over among any fair-weather readers of this blog. So perk up....

Mint.com finally expanding into the banking channel

April 5, 2013

It has taken four years but Intuit is now going to be selling white-labeled versions of Mint.com to the banking channel. I took a good bit of heat from advisers with a blog post I wrote a couple weeks ago on Wealthfront getting another round...

Wealthfront and the rise of the machines

March 22, 2013

My colleague Andrew Osterland missed a little bit of the forest for the trees yesterday. His piece "Still wary of advisers, investors using direct retail channel" focused on the results of a Cerulli Associates Inc. report based on investor data...

Android operating system catching up

February 8, 2013

In January, the Galaxy S III from Samsung took over the top spot as the most prevalent Android-based device in the world. I thought I would simply share that because so many advisers keep asking me these days about using both Android phones...

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