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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.
July 12
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Morgan Stanley’s advisors are already helping clients deal with emotional issues. What if AI could help out?
July 12
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Investable assets in digital channels are projected to top $4 trillion by 2022, according to research.
July 11
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Lindsay Davis, Moderator, Intelligence Analyst, CB insights, Grant Easterbrook, Co-founder, Dream Forward, Shin Inoue, Founder & CEO, ForUsAll, Kai Stinchcombe, Founder & CEO, True Link Financial
July 11
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Digital advice is still in its early days, says SigFig CEO Mike Sha.
July 11
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Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth.
July 11
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The departure of thousands of brokers may free firms to pivot to different business models, an expert says.
July 10
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The future of wealth management melds technology with a human touch, but firms will face challenges.
July 10
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The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.
June 29
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At least $20 trillion of new financial wealth will be created over the next five years.
June 27
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The app also allows clients to use the Zelle person-to-person payments service.
June 25
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The firm arranged to make transactions differently on the days that it was required to calculate its reserve deposits, the regulator says.
June 22
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The insurance giant and No. 6 IBD made Alexa Von Tobel its chief innovation officer following the closure of the planning startup it acquired in 2015.
June 22
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The wealth management platform of the future can manage client finances without having to interact with advisors, says Wealthfront CEO Andy Rachleff.
June 20
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In an investor-backed power play, the tech startup wants wirehouses and banks to turn to it instead of traditional software providers as they make upgrades.
June 19
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The Minneapolis bank is pitching the automated investment advice platform, a joint venture with a BlackRock unit, to a wide range of age groups, not just younger consumers.
June 19
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The firm has been rolling out a robust suite of new and upgraded technology tools.
June 18
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Only 15% of bank customers at Bank of America use its online investment platform, but the company expects that figure to increase as it opens branches in nine major cities.
June 13
