Fintech
Fintech
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Experts say this acquisition will have far-reaching effects on the entire wealth management industry as a generational shift is underway.
November 19 -
How advisor can utilize technology to deliver personalization at scale.
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The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.
November 1 -
Robinhood is also planning to offer a browser-based trading system similar to products from Interactive Brokers Group and Charles Schwab
October 17 -
A margin of 46% for the unit housing the giant clearing and custody firm may console executives who say the First Republic deconversion "is now largely behind us."
October 15 -
The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also overpromises, he said at ADVISE AI.
October 10 -
The co-founders of the influential service, technology and compliance firm for fee-only RIAs discussed how the firm is evolving — but also staying the same.
October 9 -
Charles Morris, Microsoft chief data scientist, opened ADVISE AI with a look at the speed at which AI is changing wealth management, and the world.
October 9 -
The technology could change the way many financial advisors interact with their clients, but that evolution will come with important questions, an expert says.
October 2 -
Here are some of the key takeaways from a sampling of the many substantive discussions at Huntington Beach last week.
September 24 -
Today's clients are looking for planners who stand out online as they try to make sense of newly available information and tools, according to two expert panels.
September 19 -
The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.
September 16 -
These eight firms are using AI and technology to build stronger connections with clients and build business at scale.
September 5 -
Eight Broadridge employees rowed at the Paris Olympics this summer through the fintech's Elite Athlete Management Program.
August 9 -
Mutual funds are losing assets, while ETFs are gaining them. Here's a look at how a pioneering firm has adjusted to a difficult environment in recent years.
August 6 -
The firms acknowledge on social media that they are responding to technical difficulties.
August 5 -
With a profit margin of 46% in the business segment and new converts using the firm's technology, BNY CFO Dermot McDonough said the company is in good shape.
July 12 -
As wealth management firms rush to keep up with new technological developments, one common oversight is not testing the tech with the people most likely to use it: the advisors.
July 2 -
iCapital's Jason Broder talks about the fintech's massive expansion to help advisors implement alternative investments in traditional portfolio management.
July 1 -
CHIP founder and CEO Dana Wilson originally created the platform as a directory of financial professionals of color. Now, Wilson wants to use the platform to address the racial wealth gap.
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