Technology
Technology
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What are the most exciting trends in financial technology today, and which startups are poised to win?
May 11 -
Lose the jargon, get more digital and tone down the retirement talk.
May 11 -
Juliet Weissman of New York City's Cornell Tech campus discusses the role of higher education and partnerships in luring startups and their workforces.
May 10 -
Advisors and clients at Bank of America's brokerage can now collaboratively create multiple accounts across the firm simultaneously.
May 7 -
People moves and deals at RBC, LPL, Baird, Dynasty, Beacon Pointe, Rockefeller Capital Management and other quick takes from this week in the financial advice industry.
May 6 -
Even as Bitcoin and other digital currencies increasingly gain acceptance across Wall Street, the robo advisor is still doing its research.
May 6 -
The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118.
May 5 -
Most young and mass market clients still turn to traditional firms, but a shift toward app-based accounts is under way, according to Broadridge data.
April 30 -
It’s a significant pivot for the robo advisor, which has historically advocated passive, ETF-driven investing.
April 30