Fintech
Fintech
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The software is powered by analytics previously available only to larger institutions.
January 17 -
Some of the biggest changes come when industries collide.
January 16 -
M&A deals have picked up pace as tech firms bring more complex products to market.
January 11 -
Industry critiques of Wealthfront reflect doubts about first-generation digital platforms.
January 10 -
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

















