Fintech
Fintech
-
The popularity of mobile-first investment apps will help automated advice mature, researchers predict.
January 10 -
The IBD’s parent has increased its investments in advisory services while other insurers exit the space.
January 9 -
The milestone cements the dominance achieved by large institutions in the online space.
January 5 -
The independent robo advisor has amassed just over $9 billion in assets under management since launching in late 2011.
January 4 -
This year, digital wealth management will shift to goal-driven advice that is instantly accessible and always personalized.
January 3 -
CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.
January 2 -
Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.
December 27 -
What the next generation of tech innovation means for planners.
December 26 -
Kestra Financial’s James Poer offers advisors his three predictions for the new year.
December 22 -
Collaboration and acquisition between incumbents and start-ups is poised to increase.
December 22 -
Banks' online advice platforms are just the face of a deeper effort to restructure client data and adapt to a digital era.
December 21 -
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

















