Results for "technology"

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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...

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...

What could Envestnet buy next?

May 8, 2019

Envestnet has a clear and defined roadmap for creating what CEO Jud Bergman calls a financial wellness platform — a cloud-based technology ecosystem advisers can use for financial planning, budgeting, savings, protecting capital, legacy planning...

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...

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...

Apple wades deeper into financial services territory

March 26, 2019

Apple is slowly wading deeper into financial services. After dipping a toe in with Apple Pay in 2014, the company's latest product — a proprietary credit card offered in partnership with Goldman Sachs — takes a full step into the waters....

Bitcoin rises above $7,000, further fueling interest in cryptocurrency market

May 13, 2019

Bitcoin jumped above $7,000 and didn't look back, as its longest winning streak since 2013 continued to rekindle the global cryptocurrency market. Monday's 16% advance comes only a few days after the digital asset broke through $6,000 and looks...

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...

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...

How can advisers continue to differentiate in an increasingly digital world?

April 9, 2019

One of the best things about financial technology is how it has helped level the playing field for advisers. With so many vendors offering technologies for every possible use and price point, registered reps at a big Wall Street firm can no...

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,...

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...

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...

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...

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...

Two IBDs look at technology differently

February 26, 2019

The catchphrase "We can no longer just be a [whatever] company, we have to be a technology company," is so much of a cliché, it sounds like a punch line from HBO's "Silicon Valley." It's in the same vein as "We're making the world a better...

Say goodbye to technologies that don't spark joy

March 19, 2019

One of the biggest cultural touchstones so far in 2019 has been the Netflix reality show "Tidying Up with Marie Kondo." It stars Japanese organizing consultant Marie Kondo as she helps families clean up their homes using her KonMari method....

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...

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