Results for "technology"

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Fidelity launches digital marketplace for technology integrations

October 16, 2018

Fidelity Institutional has integrations with more than 100 third-party technology vendors and now it's launching a new digital marketplace to help advisers make sense of all the tools available. First announced in February, the Wealthscape Integration...

What Elon Musk can teach advisers about social media

October 15, 2018

Social media is hard, and success requires patience, dedication and a lot of work. There's no definite "right way" to use Facebook, Twitter, LinkedIn or any other platform. There's no handbook for advisers on how to attract a million followers...

Is artificial intelligence the next bitcoin?

October 12, 2018

Bitcoin has fallen almost 70% from its peak last year, from around $20,000 to roughly $6,500 currently. Breathless commentary about how bitcoin could become the next global currency has given way to sentiment that it's just another disappointing...

Wealthfront risk parity fund accused of underperforming

October 12, 2018

Wealthfront's risk parity strategy has been controversial since launching in February, but now it is facing accusations that the fund underperforms. The Wealthfront Risk Parity Fund (WFRPX) is underperforming similar risk parity funds like the...

Jay Clayton rejects Trump tweet calling for less frequent earnings reports

October 11, 2018

Securities and Exchange Commission chairman Jay Clayton just tapped the brakes on President Donald J. Trump's push to let U.S. companies report earnings less frequently. "I don't think quarterly reporting is going to change for our top names...

Vanguard experiences technical problems during Wednesday sell-off

October 11, 2018

Vanguard Group, the biggest U.S. mutual fund firm, experienced technical problems Wednesday that made it difficult for some customers to access its website by phone or the internet amid the market rout. The company blamed "periodic network connectivity...

Robinhood launches self-built custody and clearing service

October 10, 2018

Online brokerage Robinhood is launching its own custody and clearing system. The move helps the fintech startup, best known for offering zero-fee trading via a mobile app, cut costs in the likely run-up to an initial public offering. It's also...

eMoney introduces mass-market planning tool for advisers

October 9, 2018

eMoney Advisor announced the coming launch of a new platform that promises to help advisers create plans for clients with less complex financial needs and bring them to scale. Foundational Planning, which will be available in January to the...

Morgan Stanley rolls out tech-friendly offices for brokers, bankers

October 8, 2018

Morgan Stanley is remodeling. About 1.2 million square feet (111,000 square meters) of office space will get an overhaul in the next 15 months to put technology experts closer to brokers, traders and bankers, the firm's head of technology, Rob...

A human touch in a digital world

October 6, 2018

As a senior financial planner for Betterment, Nick Holeman, 27, is one of hundreds of financial advisers working with thousands of clients in a novel way — as a complement to a robo-adviser. But his financial advice career began in the most...

Voya cybersecurity blunder should serve as a wake-up call to the entire industry

October 6, 2018

By now, anyone responsible for cybersecurity at a financial advisory firm is probably tired of hearing about the subject. But the recent $1 million fine levied against Voya Financial Services should serve as a wake-up call to everyone in the...

Outdated tech could be the industry's greatest vulnerability — and greatest defense

October 5, 2018

Decades-old computer systems are at the heart of most of the world's financial institutions, and those antiques could be the industry's greatest vulnerability to technology companies that are looking to move into the market. Though they could...

More big names in financial services enter the cryptocurrency world

October 4, 2018

TD Ameritrade and Ric Edelman are the latest to hitch their big brand names to the cryptocurrency bandwagon. TD announced Wednesday that it had made an investment in ErisX, a fully regulated derivatives exchange and clearing firm that plans...

Jack-of-all-trades client service satisfies none

October 4, 2018

When it comes to client service, there's no such thing as a one-size-fits-all approach. Advisers contending with fee disruption, changing consumer expectations and the management of growth and succession often ask, "Is this the best solution,...

Divide between former robo-rivals widens

October 3, 2018

In a pair of blog posts this week, Betterment and Wealthfront showed how far the former fierce rivals have diverged in recent years. On Tuesday, Betterment founder and CEO Jon Stein stated the case for traditional advisers adopting automated...

Talking to Chuck about Schwab's $3.6 trillion edge on fintechs

October 2, 2018

Charles Schwab's cheeks redden in a mixture of amusement and outrage as he recites the ways people on Wall Street make money. They take little nicks, he says, gesticulating with his left hand as if gripping a kitchen knife. High fees, fat spreads,...

Northwestern Mutual CEO explains decision to close LearnVest

October 2, 2018

Northwestern Mutual CEO John Schlifske gave new insight into his company's decision to close LearnVest and how Northwestern continues using the technology it acquired for $250 million. Speaking Tuesday at The Economist magazine's Finance Disrupted...

New State Street tool helps advisers determine if clients want ESG investing

October 2, 2018

State Street Global Advisors has a new digital tool that gauges a client's potential interest in environmental, social and governance investment strategies. The asset manager hopes its Values Discovery Tool will address what it says is a gap...

The Value of a Client Advisory Board

October 1, 2018

Just about every business these days asks for feedback. The car dealership sends an online survey after a service check; the restaurant leaves a comment card with the bill; the doctor's office mails a feedback form after an office visit . ....

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...

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