Technology

Displaying 3347 results

Topic

Fidelity’s eMoney Advisor launches mobile app for financial plans

Formerly Project Avocado, the mobile app has been redesigned to focus on a client's financial health

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What will Schwab cut from TD’s Veo One?

The technology that will make the cut largely depends on adviser engagement, according to a Schwab executive

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Robinhood internal probe finds hackers hit almost 2,000 accounts

Robinhood, with more than 13 million accounts, is considering whether to add a customer service phone number

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Bank of America’s free planning tool could benefit advisers too

The tool expands access to financial planning to nearly 40 million active digital banking users and may eventually funnel clients into Merrill Lynch

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Build your digital toolkit like it’s a fintech smartphone

The real keys to putting together your firm's tech stack are integration and ease of use

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Robo Wealthsimple negotiating fresh funding round

Investment led by TCV would value the Canadian online investment firm at more than $1 billion

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TAMPs consolidate to compete

In a crowded marketplace, turnkey asset management platforms are forging new tactics to jockey for additional market share

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Mapping a momentous shift in adviser geography

With technology allowing advisers to serve clients from almost anywhere, what’s stopping them from relocating their whole operation to greener pastures?

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Robinhood users say accounts were looted

Customers say they've been left in limbo since the popular app has no emergency phone number they can call

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YCharts acquired by private equity firm LLR Partners

CEO Sean Brown says the acquisition provides the capital needed to scale his firm while providing support for future growth