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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
