Results for "technology"

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Private banks offer inside tours of Silicon Valley to curry favor with uber-rich offspring

January 18, 2019

It's karaoke Thursday in Silicon Valley, and the song that ought to be playing is Travie McCoy's "Billionaire." After all, the young people gathered at Fred's Place, a dive bar not far from the Googleplex in Mountain View, California, were fabulously...

Fintech isn't just for kids

January 17, 2019

Financial advice firms need to embrace digital technology to reach next-gen investors and attract young advisers, but that doesn't mean fintech is just for kids. Existing technology vendors and startups are recognizing an opportunity to innovate...

John Bogle remembered: He 'ignited a revolution'

January 17, 2019

John Bogle remembered: He 'ignited a revolution'

Now you can use Apple Pay to transfer money into TD Ameritrade brokerage accounts

January 16, 2019

Retail investors can now fund TD Ameritrade brokerage accounts using Apple Pay, a first among U.S.-based financial services firms. With a simple text message on an iPhone or iPad, investors can deposit up to $10,000 per day from a debit card...

MoneyGuide launches two new financial planning products

January 15, 2019

PIEtech is launching two new versions of its popular MoneyGuide financial planning software in an effort to expand its user base of advisers. In addition to its core MoneyGuidePro product, PIEtech will now offer a simplified, less-expensive...

6 ways advisers can make 2019 their 'prove it' year

January 15, 2019

Looking back, I feel as though 2018 was the advisory industry's first real year of momentous consolidation. We saw the beginnings of billion-dollar mergers (think Edelman and Financial Engines), broker-dealer acquisitions,​ IPOs, fintech buyouts...

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...

Crackdown showdown: Serious cybersecurity enforcement is coming in 2019, but are advisers ready?

January 12, 2019

After spending most of a decade offering guidance and stern warnings, regulators are ready to put enforcement muscle behind cybersecurity rules. A flurry of activity in 2018 at federal and state levels has many legal and security experts expecting...

Advisers no longer fear automation taking their jobs

January 11, 2019

Financial advisers in 2019 are far less fearful about technology replacing them than they were just a few years ago. In a new report, the Certified Financial Planner Board of Standards' Digital Advice Working Group — a group of a group of...

Boomers still loom large in the future — but don't count millennials out

January 11, 2019

To hear some people talk, the Great Millennial Wealth Transfer has already happened, and woe betide any firm or tech provider that hasn't committed to a full-court press to attract staff and clients in their 20s and 30s. It's true that we should...

Are securities rules limiting the evolution of fintech?

January 10, 2019

As financial technology companies grow beyond the startup phase, they are pressing up against the rules and regulations governing traditional financial institutions. The friction highlights a debate over new companies looking to disrupt the...

Envestnet Yodlee executive Anil Arora steps down

January 10, 2019

Anil Arora is stepping down from his role as chief executive of Envestnet Yodlee. Mr. Arora joined Yodlee in 2000, guiding the company from a startup to arguably the biggest name in financial account aggregation. Under Mr. Arora, Yodlee filed...

Alexa von Tobel seeks $200 million for new venture capital fund

January 9, 2019

Alexa von Tobel is seeking $200 million to launch a new venture capital fund called Inspired Capital Partners, according to a Form D filed Wednesday with the Securities and Exchange Commission. The filing comes just a few days after Ms. von...

Marstone integrates robo-advice with Interactive Brokers' custody and clearing platform

January 9, 2019

Marstone, a white-label digital advice provider, is now fully integrated with Interactive Brokers Group's custody and clearing platform to provide advisers with a "turnkey wealth management solution." Financial institutions working with Interactive...

Plaid buys data aggregation rival Quovo for $200 million

January 8, 2019

Quovo, one of the biggest names in data aggregation for the wealth management and brokerage industries, will be acquired for $200 million by rival startup Plaid, according to Bloomberg. Like Quovo, Plaid facilitates data connections between...

It's about to get easier to do a 1035 exchange with annuities

January 8, 2019

Insurance companies aren't exactly known as pioneering when it comes to digital technology. Most are entrenched in paper-dominated transactions with consumers and their financial advisers. Annuity providers, however, are making a synchronized...

2019 is the year of the algorithm for the SEC

January 7, 2019

As 2018 wound down, the Securities and Exchange Commission for the first time charged two robo-advisers for violations of federal securities laws. These cases represent a trend that has been a long time in the making and will culminate in more...

Alexa von Tobel, creator of LearnVest, leaving Northwestern Mutual

January 7, 2019

Alexa von Tobel is leaving Northwestern Mutual less than four years after the firm purchased her digital advice startup, LearnVest. Ms. von Tobel is leaving her position as Northwestern Mutual's chief innovation officer to launch a new company,...

How to create a better brand and client experience

January 3, 2019

The following is an excerpt from a new white paper, “What financial advisors can learn from Amazon: six steps for creating a better brand and client experience” co-developed by InvestmentNews and Cadaret, Grant. The white paper points to...

Robinhood's halted foray into banking prompts lawmaker scrutiny

December 21, 2018

A bipartisan group of U.S. senators wants financial regulators to examine whether Robinhood Financial misled its customers by offering what seemed to be checking and savings accounts but were really investment accounts. Senate Banking Committee...

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