Technology
Technology
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If planners can navigate data security and compliance concerns, the app can connect them with a huge new audience.
July 29 -
Venturing into the new social media platform, planners are encountering a deluge of misinformation, day trading and get-rich-quick schemes.
July 23 -
Using machine-learning algorithms, the firm's $106 billion systematic active equity group researches social media pages and online job postings to build portfolios.
July 22 -
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The COVID-19 pandemic has infected the service’s annual list of top tax scams.
July 20 -
Wall Street criticizes rookie investors for driving up stock prices, but there is little evidence supporting the narrative.
July 17 -
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“What this tool does uniquely is it takes the depersonalized delivery of benefits and really helps the individual determine how best to get the most out of their benefits,” says Voya’s Andrew Frend.
July 17 -
Members of Congress question whether the company is doing enough to protect inexperienced customers engaging in high-risk investing.
July 16 -
A former engineer claims he was “routinely harassed and discriminated against” by the custodian and its management.
July 16 -
The two companies have deep ties and are now formalizing the bond.
July 15 -
Chief information officer Frank LaQuinta reveals the firm’s $500 million acceleration strategy, plus how advisors are using technology during the coronavirus pandemic.
July 13 -
The latest cash influx values the fee-free trading app at $8.6 billion.
July 13 -
Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.
July 13 -
Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.
July 13 -
A class action asserts that the data aggregator accesses more of consumers' bank account information than it needs and ultimately aims to sell the data to others. Plaid, which has agreed to be sold to Visa, denies the allegations.
July 13 -
U.S. officials have raised questions about the security of TikTok, which is owned by Chinese company ByteDance.
July 13 -
The funds helped the firms offset diminished revenue and preserve jobs, executives say.
July 8 -
The survey's perennial champions scored higher than competitors like Wells Fargo, Ameriprise and LPL on every metric.
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