Hardware and software

Can smart speakers meet the level of sophistication and security needed for wealth management?

Despite the IBD converting much of its technology, HD Vest's COO says the process has been less painful because its planners are supportive of the changes.

“This is a chance to redesign core systems, some of which go back to PaineWebber,” says Tom Naratil, president of UBS Wealth Management Americas.

About 1.2 million square feet of office space will be overhauled in the next 15 months to put technology experts closer to brokers, traders and bankers.

Computer algorithms could increase portfolio returns by whole percentage points.

While the industry scores relatively low in its digital capabilities, firms that invest in technology are growing nearly twice as fast as their peers.

The service gives clients 100 free trades in the first year, free equity research and the ability to earn unlimited free trading.

The firm is trying a new approach 10 months after quitting the Broker Protocol.

Wealthfront factors in linked investment and retirement accounts for those who want to take a lengthy sabbatical.

The CFA Institute is adding the topics to its Level I and II curriculums for the first time next year.

Hedgeable's decision to cease operating its automated investing platform may say more about the state of fintech funding than the robo business model, an industry observer says.

Investable assets in digital channels are projected to top $4 trillion by 2022, according to research.

The firm is spending about $4 billion in an initiative that spans trading ― particularly in fixed income ― wealth management and other units.

The concept of ROI is shifting for young investors.

The firm has been rolling out a robust suite of new and upgraded technology tools.

Industry leaders weigh in on key issues, including technology advancements, the increasing focus on ESG and developments in ETFs.

Winning over brokers could give the firm a huge platform from which to sell mutual funds and ETFs and expand its vast influence in finance.

As firms position their advisors to compete for future clients, diverging strategies have developed.

The new platform aims to scoop up mass-market clients with just $5,000 in investable assets.