Technology
Technology
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The deal will accelerate the firm’s digital-heavy client strategy, CEO Andy Rachleff said.
August 22 -
The sector may be edging into dangerous territory, analysts say.
August 20 -
The deal comes amid a flurry of similar digital investment acquisitions made by competing banks.
August 16 -
Newday’s tools include content centered around clients’ issues of focus and, soon, a corn-based compostable debit card.
August 13 -
At this stage it's not an actual data breach, but it could become one.
August 13 -
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The Massachusetts senator asked Richard Fairbank in a letter why the bank didn’t detect the breach for nearly four months and how it plans to prevent future cyber intrusions.
August 8 -
FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.
August 7 -
The duo have been active in the venture capital space since departing the social media giant.
August 7 -
The industry is embracing new technology, big data and alternative investment strategies as clients demand more from funds.
August 6 -
The next big institution is going after fintech, but there’s still a long road ahead.
August 5 -
CEO Philip Sanders admits the past two years of the segment’s overhaul have been “a grind,” but he says it’s now ready to grow.
August 5 -
If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.
August 2 -
The agency wants to hire a reputation management expert to burnish its image as it faces social media attacks.
July 31 -
The IBD network joins asset managers and other companies developing new methods to display how the products integrate into client portfolios.
July 26 -
The bank is taking a cue from FANGs and using data to personalize clients’ experience.
July 24 -
The fintech raised $323 million and is expanding trading of cryptocurrency.
July 24 -
Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.
July 23 -
Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.
July 23 -
Lenders have learned that automated wealth management tools enhance interactions with clients — and bring in more business.
July 22
















![“The hardest thing [at the wirehouses] was caring for the legacy systems, things that had been carried over for 30 or 40 years," says Christopher J. Randazzo, president of private wealth management at Rockefeller Capital Management.](https://arizent.brightspotcdn.com/dims4/default/245e397/2147483647/strip/true/crop/3000x1688+0+22/resize/1280x720!/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F05%2Fb7%2F5d5ca43e4c8e8c683650cfcc60dd%2F85a0271.jpg)

