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Learn the Basics of Financial Education Services

October 1, 2018

A recent New York Times article revealed that most U.S. states are not effectively teaching high school students about personal finance. In fact, only 5 states earned an A grade for their financial literacy efforts, while 27 states received...

SEC adds cybersecurity bite to its bark

September 28, 2018

The charges against Voya Financial Advisors earlier this week, which resulted in the company paying a $1 million settlement, makes clear that the Securities and Exchange Commission is done warning firms about cybersecurity. It's ready to take...

Why in the world isn't the 401(k) industry entirely digital?

September 26, 2018

As a byproduct of InvestmentNews' recent acquisition, I just hit a major life milestone. I experienced my first 401(k) account rollover, and oh boy, was it eye-opening. As a technology reporter, I'm much more familiar with fintech companies...

Voya pays $1 million to settle SEC charges over cybersecurity breach

September 26, 2018

Voya Financial Advisors will pay $1 million to settle Securities and Exchange Commission charges regarding a data security breach that compromised the personal information of thousands of customers. An SEC order says that over a period of six...

Moody's expects consumer technology giants to be major disruptors in financial services

September 25, 2018

Moody's Investors Service expects large technology firms like Google, Facebook and Apple to continue expanding their ability to distribute and offer financial products and services, emerging as significant competitors to traditional consumer-facing...

Joe Duran has a game plan, and anyone can play

September 22, 2018

There's a tech company​ Joe Duran admires, but it's not Apple, Amazon or any of the other high-tech giants led by high-profile, high-energy and high-charisma CEOs like himself. It's Intel, the chipmaker giant and supplier to well-known consumer-facing...

Shlomo Benartzi to chair Acorns behavioral economics committee

September 21, 2018

Shlomo Benartzi, a well-known behavioral economist and professor at UCLA Anderson School of Management, is joining Acorns, a digital advice startup best known for its micro-investing service, to head a new project to build products that help...

Square eyes the digital investing space

September 20, 2018

Count Square, the fintech company launched by Twitter CEO Jack Dorsey, among the technology startups looking to expand into the digital investing and advice markets. Speaking at Recode's Code Commerce conference, Square chief financial officer...

Envestnet Tamarac partners with Schwab, TD on digital account openings

September 20, 2018

Envestnet Tamarac announced new integrations Thursday with TD Ameritrade Institutional and Schwab Advisor Services that enable a fully digital account opening process. The integrations, currently in pilot testing at both custodians, push client...

Betterment links its tool for advisers with outside tech provider

September 19, 2018

Betterment for Advisors is deepening its relationship with financial planning technology vendor RightCapital. The two companies are already integrated, but the new partnership includes a joint go-to-market strategy with cross-selling components....

Bank of America to sell alternative operations with $20 billion to iCapital

September 19, 2018

Bank of America Corp. agreed to sell businesses that administer alternative investment feeder funds to iCapital Network, a financial technology firm led by a former Goldman Sachs Group Inc. banker. The operations for feeder funds, which pool...

EF Hutton banks on cryptocurrency to fuel latest revival

September 18, 2018

Editor's note: This blog has been updated to include comments from EF Hutton CEO Chris Daniels, who could not be reached prior to its original publication. "When EF Hutton talks, people listen ... and make coin." That is the catch phrase EF...

AI for everyone: ForwardLane wants to show some love for small, midsize advisers

September 18, 2018

The development of artificial intelligence technology for financial advisers so far has been dominated by the largest firms, but new startup ForwardLane is hoping to level the playing field for small and midsize advisers. ForwardLane has an...

Salesforce expects CRM to boost cross-channel referrals

September 17, 2018

Salesforce's latest update to Financial Services Cloud, the version of its client relationship management technology tailored to wealth managers, introduced new features, analytics and integrations that the company said will bridge the gaps...

New iPhone can end the days of carrying around two phones

September 13, 2018

Apple introduced the world to three new iPhones and a new Apple Watch on Wednesday, focusing on evolutionary upgrades — a faster processor, better camera, crisper screen and longer battery life. But more than revolutionary new features, one...

Betterment clients can now buy one-time access to human financial advisers

September 12, 2018

Betterment is making its team of human financial advisers more accessible to clients with smaller accounts. The digital advice platform now offers "advice packages" to investors looking for one-time guidance for a flat fee. Any investor can...

MoneyGuidePro releases fifth-generation financial planning tool

September 12, 2018

All eyes are turned toward Silicon Valley for the latest technology updates from Apple, but financial advisers might be more interested in news coming from Powhatan, Va. That's where PIEtech on Wednesday released MoneyGuidePro G5, the fifth...

Finra makes its first cryptocurrency bust

September 11, 2018

The Financial Industry Regulatory Authority Inc. has charged former broker Timothy Ayre with securities fraud and the unlawful distribution of HempCoin, an unregistered cryptocurrency security. The case marks Finra's first disciplinary action...

Warburg Pincus invests $33 million in new hybrid robo

September 10, 2018

This summer's consolidation of robo-advisers isn't stopping new money from flowing into hopeful startups. Warburg Pincus is leading a $33 million investment in Facet Wealth, a new company that believes its unique growth strategy will avoid the...

TD Ameritrade adds socially aware portfolios to retail robo adviser

September 7, 2018

TD Ameritrade is adding five new "socially aware" portfolios to Essential Portfolios, the company's retail robo-adviser. The portfolios will offer ETFs with environmental, social and governance (ESG) factors, as assessed by the Morgan Stanley...

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