Investment technology

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

Oct. 30: After experiencing two major bear markets, younger generations are demanding products that are easy to understand and offer transparency.

Don’t underestimate the enormous investment of time required.

Custodian Trust Company of America helps RIAs create their own automated offerings.

It can be a daunting process, but here is how to get started.

The bank is testing several trading and investing platforms and will be talking about "what might or might not work," CEO Jamie Dimon said during its third-quarter earnings call.

Pair a staffer junior with a senior advisor; they just may come up with something.

Jay Shah says digital platforms will be judged on the quality of advisors they keep.

Clients are already consuming products differently as a result of new technology, says TIAA Chief Digital Officer Scott Blandford.