Fintech
Fintech
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The need to eliminate complexity, boost transparency and create efficiencies is stronger than ever.
December 20 -
If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.
December 19 -
The robo advisor is relying on behavioral insights to develop more personalized offerings as advice like Amazon's Alexa seeps into wealth management.
December 18 -
Investing fees have fallen for the past few years and there may be no end in sight.
December 14 -
Digital advice is vulnerable to bait-and-switch and choice manipulation schemes.
December 13 -
Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.
December 11 -
Three burgeoning technology movements that might catch advisors by surprise.
December 6 -
A collaboration with Lincoln has yielded 30 platform enhancements for advisors, with more to follow.
December 1 -
The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.
November 29 -
Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.
November 29