Technology
Technology
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The Oracle of Omaha's fintech bet is less a testament to his beliefs about the future of banking than a hunt for standout growth potential, driven by consumers, writes Anjali Trivedi.
June 11 -
The technology debuted at the annual INSITE conference reveals how the firm is looking to expand market share among advisors and fintechs.
June 9 -
Merrill Lynch, Ameriprise Financial and Hightower Advisors are on the list for the 2021 Digital Wealth Management Impact Innovation Awards.
June 9 -
The firm’s head of advisors says implementation required significant additions and enhancements.
June 9 -
The China-based company is said to be working with Goldman Sachs to prepare for the share sale, which could take place as soon as this year.
June 9 -
Cardea Capital signs up for the technology just weeks after a rival attacked the fintech’s methodology and levied accusations of racism.
June 8 -
Research from the FPA found a sharp uptick in planners using and recommending digital assets.
June 3 -
Study after study shows that diverse teams lead to better outcomes. Here's how you can cast a wider net with fintech vendors.
June 2 -
Attitudes toward technology and pricing can make a difference when it comes to adopting financial tools.
June 1 -
So far, customers haven’t shown the same enthusiasm for their debuts as they have for their favorite meme stocks.
June 1 -
Cryptocurrency exchanges, many of which aren't based in the U.S., don't require any registration or account information, writes Alexis Leondis.
June 1 -
Almost 80% of advisors in a survey said their technology wasn’t meeting their needs — and more than half of that group said they are considering switching firms because of it.
June 1 -
Despite decades of corporate talk and experimentation, digitization strategies remain largely piecemeal, unfocused, and ineffective. Is change finally coming?
June 1 -
Account openings on the app doubled in 2020 from a year earlier.
May 28 -
The app offers investing and banking products to more than 4 million subscribers.
May 27 -
The long-term leaders carry fees more than twice the broader industry.
May 27 -
The custodian has 15 firms scheduled to transition before the end of this year. It hopes to migrate each of them over in less than six weeks.
May 26 -
Digital asset investors also tend to be more financially literate and experienced, according to data from Hearts & Wallets.
May 26 -
Wealth managers now need to not only meet digital expectations but also surpass them, writes Will Bailey.
May 26 -
A lack of faith gives investment and wealth management firms the lowest ranking among the least trusted types of financial services companies, a Morning Consult survey finds.
May 25


















