Results for "technology"

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Could Google get into fund management?

August 7, 2019

Silicon Valley has not been coy about its plans for Wall Street. Uber is planning a New York City office to develop financial technology products, Amazon and Apple are getting into the credit business, and Microsoft is partnering with BlackRock...

Clients Aren't Afraid of Technology. Are You?

August 1, 2019

Tech-Savvy Advisors Have More Clients, Higher Assets Than Old-School Peers Losing an assistant after four years with a practice might leave some advisors scrambling to keep up with scheduling and meeting preparations. Not Billy and Nick Vail...

IRS takes on cryptocurrencies

August 1, 2019

The Internal Revenue Service is going after more than 10,000 cryptocurrency holders who failed to report income and pay taxes, and not a single person should be surprised. Skirting the law isn't a bug in bitcoin, ethereum, litecoin or any of...

Honoring innovation

May 11, 2019

For the first time, InvestmentNews is highlighting and honoring firms that have developed innovative approaches to the opportunities and challenges facing the financial advice profession.

What's keeping advisers from using investment model marketplaces?

April 2, 2019

Investment model marketplaces were one of the advice industry's buzziest trends in recent years, hyped as a potential disruptive threat to turnkey asset management platforms (TAMPs). About a half-dozen of these marketplaces launched in 2017...

As Uber sets sights on fintech, it could bring retirement saving and advice to the gig economy

June 12, 2019

Still not worried about mainstream technology companies moving into the financial services world? Well, a new challenger has entered the arena. Uber is reportedly planning a new outpost in New York to tap into the city's financial talent pool...

BlackRock data leak highlights the human side of cybersecurity

January 23, 2019

BlackRock Inc. made headlines over the weekend with a series of stories that it accidentally exposed confidential information involving about 20,000 financial advisers. In particular, data involving advisers with LPL Financial, Envestnet and...

Is TCA by E*Trade's new account aggregation tool late to the party?

November 29, 2018

TCA by E*TRADE announced Tuesday the launch of a new account aggregation tool, CompleteView. Advisers who custody assets with TCA can use CompleteView to gather data across a client's accounts, even from other custodial accounts, to get a more...

Can financial advisers really achieve a paperless back office?

November 12, 2018

In 1975, Businessweek described the workplace of the future, predicting "the paperless office" in which nearly all day-to-day activities were executed and managed by technology. Today, due in large part to the advent of electronic communication,...

When evaluating technology, advisers increasingly focus on the client experience

February 8, 2019

Our 2019 Adviser Technology Study, sponsored by TD Ameritrade and Laserfiche, is now open; advisory firms interested in leveraging competitive benchmarking intelligence around their technology can take the survey by clicking here. Technologies...

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...

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...

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...

Schwab abandons plan to build multi-custodial portfolio management tool

August 30, 2018

Schwab Advisor Services is getting closer to finally releasing a next-generation portfolio management technology, but it will not be the multi-custodial tool it promised advisers years ago. The upcoming release of PortfolioConnect will now be...

Latest ranking of the robos still ruffling feathers

August 30, 2018

With the goal of becoming the go-to resource on digital advice platforms, Backend Benchmarking has a new report that ranks 10 of the largest robo advisers. The research firm is best known for its quarterly "Robo Report," which analyzes the allocation...

'Billions' star Maggie Siff touts Betterment in new ad campaign

August 15, 2018

Betterment has a new advertising campaign that employes the talents of actress Maggie Siff, who currently plays psychiatrist Wendy Rhoades on the Showtime series "Billions." In the 30-second TV spots, Ms. Rhoades tells investors, "Don't settle...

Michael Kitces: The latest in financial adviser fintech — December 2018

December 7, 2018

Welcome to the December 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial...

Envestnet Yodlee raises the bar with AI-powered apps

May 21, 2018

Any doubts as to who is leading the way on adviser technology should be put to rest after last week's Envestnet Advisor Summit. In addition to announcing updates to Tamarac and a plan to launch an annuities marketplace, Envestnet gave a first...

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...

Fintech learns to play nice with traditional institutions

January 12, 2018

Fintech is finally learning to play nice with the financial services industry. The last couple of years have seen fintech upstarts forge successful partnerships with incumbent financial institutions to better the industry from the inside out....

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