Technology
Technology
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Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.
May 31 -
Among our findings, advisors are (finally) embracing chatbots and robo advisors.
May 31 -
The postponement comes as new accounts surge at competing digital advisors.
May 29 -
Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.
May 28 -
The venture fund comes just months after UBS named ING's Ralph Hamers, an outspoken champion of digital banking as its next CEO.
May 26 -
Once derided as fringe and unsustainable, advisors are finally accepting the business model.
May 21 -
The company is known for helping fintechs connect to banks and wealth management firms. Now it wants to help the firms catch up.
May 19 -
New digital tools have boosted advisors' ability to reach more — but not all — clients.
May 15 -
The alternative investing platform will service a total of $55 billion in client assets across 650 funds once the deal for its rival fintech closes.
May 14 -
Amid the coronavirus pandemic and lockdowns, advisors are relying on the firm’s technology more than ever.
May 14 -
Charles Schwab and other firms have swooped in to absorb the thematic investing company’s remains, even as the reasons for its demise are murky.
May 13 -
New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.
May 11 -
The demand is there but it isn’t easy to pull off, according to one custodian that’s already done it.
May 7 -
Brokers and fund managers are turning to innovation to remain competitive and capture new customers.
May 7 -
With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.
May 6 -
From digital advice to fee transparency and fintech investment, the pandemic has touched almost every corner of wealth management.
May 5 -
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Advisors who switch firms during the pandemic have tough (virtual) conversations with clients in store.
May 5 -
The hackers claim to be officers from the regulatory agency who have documents requiring immediate attention.
May 5 -
Without centralized IT protocols RIA cyber fraud scenarios are taking on new and nightmarish dimensions — but there are ways for firms to defend themselves.
April 30


















