Technology
Technology
-
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 -
Onramp Invest features integrations with Wealthbox CRM and Advzyon, a partnership with WisdomTree and financial backing from Ritholtz Wealth Management.
May 25 -
The startup is making its platform easier for RIAs to use while moving further away from Wealthfront's vision of "self-driving money."
May 21 -
The former head of Bridgewater Associates suggests tying CEO pay to inclusion efforts.
May 20 -
The investment manager is part of a $50 million fundraising round in the wealthtech startup
May 19 -
Faster connections increase the potential for automation-based technologies, including autonomous vehicles and industrial robots.
May 19 -
-
As more wealth management companies roll out cryptocurrency resources for advisors, here’s what’s still holding some planners back.
May 14 -
Financial advisors and even competitors to Robinhood say the self-directed service has opened the door to new potential clients.
May 13 -
Government digital currency projects have the potential to displace banks and fintechs from the payment process. But three major participants — Accenture, Ant Group and Swift — argue that incumbents have a role to play.
May 13 -
At FP’s INVEST conference, executives from major firms explained how the coronavirus has altered the advisor and client experience for the long term.
May 12 -
-
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

















