Automated investing

The largest independent digital investment advisor in the U.S. is buying the automated investing arm of the woman-focused company.

With today’s generation of home buyers so rooted in a digital world, how will the financial services industry need to change to meet their needs? What new consumer technology will they need to adopt to meet consumers where they are? How will those approaches differ from how things have been done historically in the industry? Join us in a discussion with Blend’s Founder, Nima Ghamsari as we chat through how banks and financial institutions need to think through these questions.

How technology is enabling new types of payment transmission and what this means for banking.

Far from commoditized, digital advisors' performance varies widely, according to new research.

Wealthfront gives users more control over their money with automatic transfers to savings accounts or ETFs.

Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.

Among our findings, advisors are (finally) embracing chatbots and robo advisors.

Many wealth management trends never caught on. This one is no passing fad, however.

The bank’s $1 billion annual tech spend is part of its arsenal.

The all-in-one platform model is attracting some of the largest firms as consumers increasingly acclimate to housing all their financial needs under one roof.

Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.

Firms need to keep up with the dramatic increase in expectations for a better user experience.

The search is on for "potential strategic partners" says the robo advice provider's CEO, Rich Cancro.

The investment bank is well behind most of its competitors and is priced well above the most attractive price points.

Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools.

With Portfolio Intelligent Income, the discount brokerage is shifting some of its focus toward clients ready to spend their investments.

Setting up a tax-advantaged retirement account, automating contributions and reducing their overall expenses are a few strategies to get back on track.

“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.

Clients are not happy with the industry's app offerings, according to a recent J.D. Power survey.

It looks bright, says the CMO of Carson Group — but only if advisors face up to the problem and actively convert it into an opportunity.