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New financial planning software tool aims to meet the needs of clients with $25 million and up.
February 6
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The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.
February 5
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Industry leaders look to developments in AI, blockchain and cloud computing as the key drivers of change.
February 5
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Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.
February 1
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The restructuring comes as a competitor enters wealth management data aggregation.
January 15
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Firms fined for misleading statements about products and performance — a possible sign that the commission is increasing its surveillance of digital investment platforms.
December 21
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It’s easy to identify, but hard to accomplish.
December 7
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Firms take notice: older generations are adopting new technology at a quickening pace.
December 5
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Old-fashioned referrals and seminars aren’t enough when prospects are searching online.
December 4
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The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.
November 27
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The brokerage’s fintech investments are intended to produce greater efficiency, attract new assets and bolster the bottom line, executives say.
November 20
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Digital firms are boosting features to stay competitive in a crowded advisor-tech marketplace.
November 14
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Sentieo is a financial research platform that allows analysts to do financial research, annotate documents and collaborate with colleagues all within the same software.
November 7
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Can smart speakers meet the level of sophistication and security needed for wealth management?
November 7
- To win over advisors, don't force tech changes: Q&A with In|Vest speaker, HD Vest's Crystal Clifford
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.
November 7
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“This is a chance to redesign core systems, some of which go back to PaineWebber,” says Tom Naratil, president of UBS Wealth Management Americas.
October 25
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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.
October 9
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While the industry scores relatively low in its digital capabilities, firms that invest in technology are growing nearly twice as fast as their peers.
September 7
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The service gives clients 100 free trades in the first year, free equity research and the ability to earn unlimited free trading.
August 21
