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Outdated tech could be the industry's greatest vulnerability — and greatest defense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

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...

Betterment links its tool for advisers with outside tech provider

September 19, 2018

Betterment for Advisors is deepening its relationship with financial planning technology vendor RightCapital. The two companies are already integrated, but the new partnership includes a joint go-to-market strategy with cross-selling components....

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...

New iPhone can end the days of carrying around two phones

September 13, 2018

Apple introduced the world to three new iPhones and a new Apple Watch on Wednesday, focusing on evolutionary upgrades — a faster processor, better camera, crisper screen and longer battery life. But more than revolutionary new features, one...

Writing on the wall for direct-to-consumer robo startups

July 16, 2018

The consolidation of direct-to-consumer robo-advisers is in full swing. Hedgeable, an early digital adviser that stood out for targeting wealthier clients with active management, hedging strategies and access to alternative investments like...

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...

Tech firms still want to dethrone the financial sector

June 21, 2018

Wall Street embraces technology these days, but Silicon Valley still thinks it can take over the financial industry. If there was one theme that stood out at the CB Insights Future of Fintech conference in New York City this week, it's that...

How to adapt efficiently to industry trends

September 6, 2018

If there's one skill that an adviser needs today, it's the ability to manage change. Look at some of the many and varied high-level trends that have been grabbing headlines in our trade publications: • Fee compression and transparency •...

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....

The latest in financial adviser #FinTech

March 8, 2018

Welcome to the March 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 advisers...

America's digital financial habits disappoint

November 4, 2017

Consumers of all ages are spending their money online, but fewer use digital tools to save and invest. Firms are looking for tools to make it easier. Digital tools can enhance their clients' financial services experience and the overall stickiness...

Top 5 ways comprehensive technology boosts client engagement

October 19, 2017

For decades, financial advisers built relationships with clients through fairly traditional means, but today's investors are looking to connect with their advisers digitally. Advisers who leverage a comprehensive technology platform can provide...

If a GPS app can fail, so can fintech

October 9, 2017

I recently read an article from the Philadelphia Inquirer about an 18-wheeler that drove several miles down the pedestrian-only Boardwalk in Atlantic City. The driver was following instructions of his onboard navigation system which had the...

LPL preparing two tech additions for advisers and their clients

August 1, 2017

LPL Financial is getting ready to drop two significant technology tools for its more than 14,000 advisers: a finished robo-platform and a new mobile app for clients. The robo-platform, which is called Guided Wealth Portfolios and has been in...

Your practice needs total digital transformation

December 6, 2017

Offer any Wall Street firm the chance to boost annual revenues by nearly 10% while growing market share and boosting productivity of key employees, and most chief executives would jump at the chance without hesitation. That may sound like a...

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