Fintech
Fintech
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More than a decade ago, bankers fought Walmart tooth and nail as it made forays into banking. But with Amazon making more moves into financial services, the reaction is very different.
March 22 -
The asset manager says its free tool for target date fund clients will "supplement the advisor conversation."
March 21 -
Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.
March 14 -
Fintechs are pitching new tools to plan providers claiming they can lower 401(k) costs.
March 14 -
Broker-dealers and financial advisors pay a steep penalty for failing to keep up with digital trends.
March 14 -
Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.
March 9 -
Amazon's branded checking account plans pose no immediate threat to wealth management. But advisors should pay attention to the people that the e-commerce giant wants to serve.
March 7 -
Riding a wave of funding, smaller fintechs are looking to grab larger influxes of cash.
March 5 -
The firm is the latest to adopt new technologies into the client-advisor relationship.
February 28 -
YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.
February 21 -
As investment management becomes a supporting service, software providers are facing disruption.
February 20 -
A partnership could extend a firm's reach, while ethical investing portfolios offer clients more options.
February 13 -
Cetera, Advisor Group and Securities America are unveiling upgrades they hope will help advisors save time while growing their businesses.
February 12 -
A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.
February 9 -
Cloud-based platforms may pose a disruptive threat to asset managers and custodians offering fixed-income products.
February 9 -
Distributed ledger technology is expected to provide advisors with more transparency in a variety of transactions.
February 8 -
As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’
February 8 -
Independent advisors are closing in on the service capabilities of big wealth management firms.
February 7 -
The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.
February 6 -
The glitches represent a setback for a niche of the financial market industry that has been booming of late.
February 5


















