Investment technology

Automated investing platforms are making it tougher to charge for some financial advice, says Tiburon Strategic Advisors.

"We're moving to a subscription economy," says Motif CEO Hardeep Walia. "There are subscriptions for almost anything — music services, health care — why not investing?"

When advisers blend behavioral finance approaches with data insights, it makes them even more valuable.

Massachusetts’ securities regulator tells the robo adviser to change its client communications policy by the end of September.

On-demand, highly specialized and competitively priced: If it works for car sharing, why not for financial services?

An aggressive pricing strategy, new partnerships and the backing of a wealthy partner keeps the hybrid robo competitive.

The robo adviser expands its offerings and is developing a memo to answer concerns after the firm temporarily suspended trading the morning after the Brexit vote.

Young upstarts have to take a long, hard look at their business models and make key investments as the market cools off.

Technology that improves compliance, lending and payments by automating processes and relying on AI was spotlighted at Next Money and Finovate, two fintech conferences held in New York this week.

A focus on costs obscures any analysis of the benefits that new tools bring to one's practice.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Algorithms are based on pure math and cannot be biased. Right?

Low-cost, online managed accounts may become table stakes for wealth management firms.

A third of investors in a recent Fidelity survey said they would switch advisers if they weren't active technology users.

The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.

The wirehouse is also reorganizing how it deploys a number of product and service consultants and technology specialists.

Kavout and qplum claim their technology and founding teams set them apart from competition in the space.

Banks are creating tech to do chores previously performed by people in operations, wealth management, algorithmic trading and risk management.

Ways to interconnect technologies may be limitless. But advisers and advisory firms will demand more, as their clients demand more.

The claiming process has become more complex. Here's how these programs can cut through the clutter.