Results for "technology"

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Investment management outsourcing delivers greater client-service impact

September 12, 2019

In today's ever-evolving marketplace, financial advisers' businesses are growth and scale challenged. They face a fine balancing act as they look to engage new clients, while continuing to support and manage existing investor accounts — without...

Social media savvy advisers meet in real life at new conference

September 11, 2019

Scottsdale, Ariz., a seasonal town that is ideal for baseball and golf three-quarters of the year, but unsuitable for human life in the summer, was home this week to Wealth/Stack, a new financial adviser conference that promises to "bridge the...

Morningstar builds its own financial planning tool

September 9, 2019

While other adviser technology platforms have acquired popular financial planning vendors, Morningstar Inc. has built its own. The company's new Goal Bridge tool brings Morningstar's existing investment planning capabilities into a goals-based...

Wealthfront cash accounts help platform explode to $20 billion in assets

September 9, 2019

New products, including high-yielding savings accounts, have helped Wealthfront double its assets to $20 billion in the past eight months, the robo-adviser said Monday. Wealthfront doesn't disclose how that $20 billion is divided between assets...

Trizic rebrand shows difficult route for robo-advisers

September 5, 2019

Trizic is officially pivoting away from providing a white-label digital advice platform for independent advisers in favor of providing "integrated savings and wealth solutions for banks and credit unions." The company is rebranding as Harvest...

Your client portal is not your client experience

September 5, 2019

By now, most clients realize they need some kind of web- or app-based interface for their clients. Many folks characterize younger investors as tech-savvy, but boomers — your most lucrative clients — are some of the most enthusiastic adopters...

VanEck, SolidX offer ETF-like Bitcoin product

September 4, 2019

VanEck Securities Corp. and SolidX Management, a duo that have unsuccessfully petitioned the Securities and Exchange Commission for over a year to approve an exchange-traded fund that invests in Bitcoin, have found a workaround for some large...

Hey, Google, check my TD Ameritrade portfolio

September 4, 2019

TD Ameritrade is expanding the ways retail investors can access its brokerage platform using voice commands. TD clients can now use any device with Google Assistant — whether it's a television, smart speakers, Android phone or smartwatch —...

'Shark Tank' for RIA fintech looking for new investments

September 4, 2019

ScratchWorks, an accelerator for financial technology targeting the independent adviser market, is launching its third annual program to identify innovative startups worthy of investment. Applications are being accepted from entrepreneurs to...

Six startups to compete in XY Planning Network fintech battle

September 3, 2019

Six adviser technology startups will compete next week in XY Planning Network's fourth annual fintech competition at the group's annual conference in St. Louis. A panel of judges will choose one winner. The companies were selected from a pool...

Small TAMP players go niche

August 31, 2019

Though the turnkey asset management industry is consolidating, there is room for smaller players that can demonstrate a unique value to advisers. One opportunity lies in creating niche portfolio models employing specific knowledge or areas of...

Competition among TAMPs heats up

August 31, 2019

"Poor man want to be rich; Rich man want to be king. And a king ain't satisfied, till he rules everything." Those words from Bruce Springsteen's 1978 single "Badlands" resonate with Jud Bergman, chairman and CEO of Envestnet, as he considers...

4 things advisers miss when it comes to CRM

August 30, 2019

Financial advisers and wealth planning firms are always looking for new technology to improve their businesses. When I started working in fintech 20 years ago, the technology available to independent financial advisers was limited. Forward-thinking...

Fintechs provide software to financial planning programs to grow future business

August 29, 2019

Financial technology vendors are using college financial planning programs to help increase adoption of their tools throughout the advice industry. RightCapital, an up-and-coming financial planning software, now has professors at 20 different...

The future of advice is still human

August 29, 2019

As the CEO of a digital clearing and custody firm, it may come as a surprise that I believe the future of financial advice will not be entirely machine-based. Instead it will be centered around the things that make us human. Human-centered design...

Peter Mallouk heads an RIA with $42 billion in assets — and has made only one acquisition

August 28, 2019

Creative Planning is among the largest registered investment advisers in the country, with $42 billion in assets under management among 96,000 client accounts. Until a few months ago, the firm's growth had been purely organic, a remarkable feat...

Hybrid robo looking to offer financial wellness to retirement plan sponsors

August 28, 2019

Financial advisers promote services like "comprehensive financial planning" and "financial wellness" to differentiate themselves from digital advice startups and justify their fees, but now at least one robo-adviser is looking to do the same....

Robo-advisers are dead. Long live digital advisers

August 27, 2019

"Humans solve human problems." So says Steve Wilbourne, CEO of Questis, a financial wellness fintech provider. Mr. Wilbourne, a former adviser, realized that technology alone will not solve the financial problems of the 90 million defined-contribution...

Debate on crypto oversight intensifies as SEC clashes with Facebook over Libra

August 27, 2019

The scene was straight out of the era of Bitcoin mania: a man on an Amtrak train to New York speaking loudly into his mobile phone, discussing a digital token he was promoting and bragging about how he planned to pump up the price. [More:​...

It's time for leadership, not just innovation

August 27, 2019

A tired bull market and the demographic age wave are converging on the advice industry. The implications demand much of leaders whose skills may be rusty — or outdated. Humans have a tendency to think short term. Nobel laureate Daniel Kahneman...

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