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Don't let these four data myths hold you back

May 6, 2019

The most successful wealth management firms today continually maximize the value they provide for clients. In many ways, they've embraced forward-thinking technology and business models — think robo-advisers, outsourced investment management...

Fidelity to start trading bitcoin

May 6, 2019

Fidelity Investments, which began a custody service to store bitcoin earlier this year, will buy and sell the world's most popular digital asset for institutional customers within a few weeks, according to a person familiar with the matter....

Q&A: BlackRock and Envestnet executives discuss partnership strategy

May 3, 2019

Nearly six months ago, BlackRock announced plans to spend $122.8 million to buy a 4.9% equity stake in Envestnet. The partnership was built to bring BlackRock's technology — iRetire, FutureAdvisor, Advisor Center and Aladdin — to the thousands...

Learning from the 2019 innovators

May 3, 2019

In mid-April, InvestmentNews hosted its third annual Innovation Summit. I was honored to be the chairman of the event and facilitate a day of sharing, learning and celebrating this year's award winners. On a lovely spring afternoon in New York...

Institutional investors want cryptocurrencies in their portfolios

May 2, 2019

About half of institutional investors consider digital assets to be worthy of holding in portfolios, according to a survey commissioned by Fidelity Investments. Fidelity, which began a custody service to hold bitcoin for its customers earlier...

Envestnet shows advisers how its purchases create integrated adviser ecosystem

May 2, 2019

The 2019 Envestnet Advisor Summit was lighter on splashy headlines than previous years, but the fintech giant used the conference to flex its muscles and show how its many moves and acquisitions in recent years are coming together for advisers....

Envestnet launches tools to help improve adviser decisions

May 1, 2019

Envestnet kicked off its annual Advisor Summit on Wednesday with Advisor Analytics, a new suite of tools the technology firm said will help advisers make better, data-driven decisions. Using data from Envestnet Yodlee, independent broker-dealers...

Advisers need to be more personal on social media

April 30, 2019

Financial advisers are being too corporate on social media, according to a new report by Hearsay Systems, a digital marketing technology firm for the financial services industry. Hearsay found advisers at wealth management firms mostly share...

ETrade to add cryptocurrencies to platform

April 30, 2019

ETrade Financial Corp. is getting ready to let customers trade cryptocurrencies on its platform, according to a person familiar with the matter. (More:​ Cryptocurrency executive dies; takes access codes with him) The firm will start by adding...

$1 trillion technology rally keeps on rolling

April 29, 2019

For technology stocks, the superlatives are endless this year. But rather than take profits and run, investors are flooding the space. The sector is outperforming every other industry. In 17 weeks, only one has seen technology finish in the...

MoneyGuide, eMoney battle for financial planning software crown

April 27, 2019

Once a niche offering with only a handful of practitioners, financial planning is now embraced by even the largest financial institutions. It's a profound change for the brokerage industry, and technology companies like eMoney Advisor are in...

What you can learn about social media when you never stop learning

April 25, 2019

In my spare time, I mentor younger journalists in digital roles. I've been lucky enough over the course of my career to have had some amazing mentors, and I'm a firm believer in paying it forward. I have never forgotten that when I started doing...

Robo researcher claims SoFi trades triggered capital gains tax hit

April 25, 2019

Customers of Social Finance Inc.'s robo-adviser may incur some unexpected capital gains taxes after the company reallocated managed portfolios using new proprietary exchange-traded funds. SoFi in February announced the coming of two ETFs with...

Finra launches office to focus on fintech

April 24, 2019

The Financial Industry Regulatory Authority Inc. wants to take a closer look at how its member firms are using technology. The securities industry's self-regulatory agency is forming an Office of Financial Innovation to help the agency identify,...

Next-gen portfolio management tool from Schwab is now live

April 24, 2019

Schwab Advisor Services is moving ahead with its next-generation portfolio management technology, bringing Portfolio Connect out of the test phase and on to the market. Schwab is positioning Portfolio Connect as a simpler, cost-effective alternative...

Fidelity boosts technology integration for advisers

April 24, 2019

Fidelity Institutional is expanding the roster of third-party technology available to advisers through its Wealthscape Integration Xchange, adding account aggregation tools from Addepar and client relationship management capabilities from Wealthbox....

Find your Fosbury Flop: Innovating on the fundamentals

April 23, 2019

Last week I had the good fortune to spend time with some of the most forward-looking individuals in our industry at InvestmentNews' 2019 Innovation Summit. Joe Duran, chairman of this year's event, encouraged attendees to look for innovation...

Five fintech buzzwords that need to die

April 22, 2019

When it comes to confusing jargon and empty buzzwords, few fields are as guilty as the financial services or tech industry. When the two come together, it's a Venn diagram of awful terminology. The problem with jargon is it makes the industry...

Adviser fintech moving from the back office to client interactions

April 18, 2019

Adviser technology has historically focused on improving back-office efficiency. That is starting to change. Adviser fintech is increasingly focused on making experiences better for clients, said Dani Fava, director of institutional innovation...

InvestmentNews announces 2019 Innovation Awards winners

April 17, 2019

Six firms received InvestmentNews Innovation Awards Wednesday night for their creative and effective approaches to helping advisers run better businesses, improve client outcomes and tackle other planning industry challenges. The winners were...

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