Results for "technology"

Displaying 3,073 results

Sort: Date | Relevance

Author:

Crypto tax avoiders face IRS roulette: Confess, or try to hide

August 1, 2019

More than 10,000 cryptocurrency investors face a decision as they open letters from the Internal Revenue Service informing them that they may owe taxes on their digital holdings. Should they quickly file amended tax returns correcting prior...

Former Trump lawyer suing Envestnet Yodlee

August 1, 2019

Financial technology startup FinancialApps is suing Envestnet for an alleged multi-year scheme to steal proprietary technology and trade secrets. FinApps founder Bob Sullivan claims Envestnet (specifically, the Yodlee division) aimed to build...

Super OSJ or small firm? What small and midsize practices should consider

July 31, 2019

Many small and midsize practices are leery of affiliating with a large firm because they fear that may result in getting lost in the shuffle. Indeed, when you are just a number in a sea of advisers, it can be challenging to get the type of support...

Orion bringing HSA data to portfolio management dashboard

July 30, 2019

Orion Advisor Services is adding health savings account data to its portfolio management software to satisfy a growing adviser appetite to offer clients financial advice on these tax-friendly investment accounts. The fintech company is partnering...

Capital One data hack puts financial advisers on high alert

July 30, 2019

The data breach at Capital One Financial involving more than 100 million people in the United States and Canada has given financial advisers a new reason to remind their clients about the need to take identity protection measures seriously....

Two of the most widely-used adviser fintechs you've never heard of

July 29, 2019

Financial advice requires boatloads of paperwork, but two little known fintech firms have been working for 20 years to make it easier. They likely are the most widely used adviser technology firms in the market — even if most advisers don't...

IRS is tracking down 10,000 cryptocurrency owners who may have failed to pay taxes

July 26, 2019

The Internal Revenue Service is warning more than 10,000 holders of cryptocurrency that they may be subject to penalties for skirting taxes on their virtual investments. The IRS has begun sending letters to taxpayers who potentially failed to...

Pacific Life shutters ESG robo-adviser Swell Investing

July 25, 2019

Pacific Life Insurance is pulling the plug on Swell Investing, a digital advice platform offering sustainable investing-themed portfolios for retail clients and for advisers to offer their clients. Swell's homepage has been replaced with a message...

Disruptive ETFs face an ESG disruption

July 25, 2019

ETFs have new competition, and its name is ESG. Exchange-traded funds have been one of the most disruptive forces in investing in recent years. Burned by decades of high fees and underperformance in actively managed mutual funds, investors have...

Vendors need to be held to a higher standard on privacy

July 25, 2019

Not that long ago, keeping clients' data secure was easy. It merely required a lock and key. Now, with third-party providers, remote access and the use of internet platforms, keeping clients' personally identifiable information private is much...

Betterment escalates robo battle with new 2.69 percent interest rate

July 23, 2019

Digital advice platforms are no longer battling for an edge on fees, investment products or financial planning. The frontline today is interest rates. Betterment is the latest robo-adviser to introduce banking features with Betterment Everyday,...

Longevity planning will be a central mission for advisers of the future

July 22, 2019

As people live longer, healthier lives, they will need more help managing their money through retirements — which likely will last longer, too. At a recent roundtable discussion hosted by InvestmentNews on the Future of Financial Advice, many...

Robinhood valued at $7.6 billion after latest round of funding

July 22, 2019

Robinhood Markets Inc. has closed a new round of funding valuing the company at $7.6 billion. That's up from its latest $5.6 billion valuation in 2018. The company raised $323 million in the most recent deal. Bloomberg reported in May that Robinhood...

Morgan Stanley launches 'digital vault' platform for clients

July 22, 2019

In a move to increase cybersecurity, Morgan Stanley has launched a digital collaboration tool that permits encrypted cloud-based document storage and sharing between clients and their adviser. (More:​ Envestnet adds easier document storage...

TD Ameritrade inches closer to enabling in-vehicle trading

July 22, 2019

TD Ameritrade's new voice-activated investing technology brings investors one step closer to trading while driving. The financial services company is launching an in-vehicle offering that enables account holders to check their portfolio or receive...

Scope of protecting participant account information not clear

July 20, 2019

While plan fiduciaries should undoubtedly protect participants' confidential information, the scope of that duty is not entirely clear. By focusing solely on blocking access to participants' account information, plan sponsors may actually increase...

Advisor Group rolls out cybersecurity program for broker-dealers

July 19, 2019

Advisor Group has a new suite of cybersecurity services and technologies to help protect the 7,000 advisers across its four firms, FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial, against digital...

AssetMark IPO seen as boon for financial services

July 18, 2019

The initial public stock offering by AssetMark Financial Holdings (AMK) is being described by market watchers as well-executed success that will pave the way for other financial service industry companies to access the public equity markets....

What to copy from Personal Capital's client experience

July 17, 2019

The rise of robo-advisers like Betterment and Wealthfront lit a fire under traditional advice firms to start modernizing their technologies to improve the client experience. Personal Capital may not be the largest of such firms but it's the...

Money management for social media stars

July 17, 2019

Jenn Im started making YouTube videos as a hobby nine years ago, a way to express her love for turning thrift-store finds into stylish outfits. (More:​ Millennial women take back seat when it comes to their own finances, UBS survey says) Creating...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 ... 154

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.