Results for "technology"

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Fintech one of few areas willing to give women a break

November 17, 2018

Financial services has long been an industry dominated by men, but Wall Street is hardly alone when it comes to gender inequality. Silicon Valley is also overwhelmingly male. Though programmers were predominantly women when computers were first...

Robo Acorns said to seek funding at $700 million valuation

November 16, 2018

Acorns Grow Inc. is in talks with investors for a new funding round that would give it a valuation north of $700 million, according to people familiar with the matter. Acorns, which is one of a growing number of startups offering digital wealth...

Social media automation is an automatic fail

November 15, 2018

I read something the other day that bugged me enough to write a column about it. Automation. I'm paraphrasing here, because I refuse to link to it, but basically the person said there's no reason in 2018 to be doing social media manually when...

Betterment revamping adviser-facing dashboard

November 15, 2018

Betterment for Advisors has a new version of its adviser-facing dashboard that revamps the look and feel of the platform and gives advisers information to engage with clients. The new dashboard went live on Thursday for registered investment...

RightCapital lands partnership with Commonwealth

November 14, 2018

Commonwealth Financial Network is bringing next-generation financial planning technology to its network of advisers through a new partnership with RightCapital. RightCapital is integrating its technology with Commonwealth's Client360 system...

LPL providing credit monitoring, identity protection to investors exposed by data breach

November 14, 2018

LPL Financial is taking steps to safeguard financial advisers and their clients whose names, addresses, account numbers and Social Security numbers were exposed in a recent data breach. According to LPL spokesman Jeff Mochal, the broker-dealer...

Apple stock plunge sends shudder through rest of U.S. economy

November 13, 2018

Even in the best of times, Apple Inc. is a formidable bellwether. So when its stock plunges on concerns that reach beyond tech and into every corner of the U.S. economy, investors everywhere gasp. The iPhone maker just capped its worst seven-day...

Orion, Advicent give advisers more control over client reports

November 13, 2018

Technology vendors are trying to give advisers more control over client reporting. Orion Advisor Services announced Tuesday a new version of its Report Builder app. Founder and CEO Eric Clarke called it a full redesign bringing interactive,...

Advisor Group launching new paperless onboarding technology

November 13, 2018

Advisor Group has new technology to equip the independent firms in its network — FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial — with digital client onboarding and account management. The...

Can financial advisers really achieve a paperless back office?

November 12, 2018

In 1975, Businessweek described the workplace of the future, predicting "the paperless office" in which nearly all day-to-day activities were executed and managed by technology. Today, due in large part to the advent of electronic communication,...

JPMorgan, Carlyle are latest Wall Street firms to back iCapital

November 8, 2018

iCapital Network is adding two more firms to its stable of Wall Street backers. JPMorgan Chase & Co. and Carlyle Group have invested in the financial technology company, just a week after Blackstone Group also announced a stake, iCapital said....

How Tamarac grew from fintech startup to $1.2 trillion behemoth

November 5, 2018

Envestnet Tamarac is one of the largest and most successful companies in the adviser technology market. The Seattle-based fintech provides registered investment advisers with portfolio management, reporting, trading, client portal and client...

Robo SigFig building digital platform for Citizens Bank advisers

October 30, 2018

SigFig is expanding its roster of products for financial institutions with CoPilot, a digital wealth management platform for financial advisers. The San Francisco technology firm is best known for building retail-facing digital advice platforms...

SEI partners with Advizr to ease financial planning for advisers

October 25, 2018

SEI Advisor Network is making it easier for the 7,500 advisers it serves to offer financial planning through a new partnership with fintech firm Advizr. SEI plans to integrate Advizr's interactive, client-directed financial planning tool into...

UBS CEO promises to boost wealth management profits

October 25, 2018

As UBS Group reported strong third-quarter results, CEO Sergio Ermotti pledged to drive wealth management profit higher and cut costs as he seeks to revive the bank's shares. The bank's net income for the third-quarter period beat the highest...

MoneyGuidePro is breaking down financial planning into blocks

October 24, 2018

The theme of how technology can make financial planning easier carried from the first day of the 2018 T3 Enterprise conference into Day 2. MoneyGuidePro presented a new product it calls "Blocks" to address pain points on the adviser side of...

Voice commands, cybersecurity take center stage at T3

October 23, 2018

How can broker-dealers make it easier for all their advisers to start offering financial planning? How can large registered investment advisers offer digital onboarding to rival the robo-advisers while still ensuring each adviser is keeping...

Goldman moves digital bank to wealth unit

October 22, 2018

Goldman Sachs Group is shifting a heavily touted business line into its wealth management unit as the bank eyes expansion through products that can be pitched to that division's customers. The company is handing oversight of the Marcus business...

What is your social media style?

October 17, 2018

I've written a social media column in one form or another since 2012, and in that time I've been a strict advocate of teaching people to post on social media responsibly but on their own terms. Or, as I explained to a roomful of journalists...

HSBC launching robo-adviser to expand wealth management footprint

October 17, 2018

HSBC Bank USA is turning toward digital advice to expand its wealth management footprint beyond its branch offices. The bank will begin a pilot program of HSBC Wealth Track, a direct-to-consumer robo-adviser, in November before a public rollout...

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