Technology
Technology
-
Customers reported being unable to access online banking, mobile banking or their debit cards.
February 7 -
Higher costs are most attributable to technology spending, including investments in artificial intelligence.
February 7 -
New financial planning software tool aims to meet the needs of clients with $25 million and up.
February 6 -
The firm cut its headcount by 22% while boosting productivity by 48% in 2018, and it plans to roll out a new desktop platform for its 1,060 representatives.
February 6 -
The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.
February 5 -
Industry leaders look to developments in AI, blockchain and cloud computing as the key drivers of change.
February 5 -
A one-for-all OneFPA Network is the best way forward for national and chapter groups alike, this advisor and former board member says.
February 1 -
Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.
February 1 -
CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.
February 1 -
The robo advisor scouted several cities for a second location apart from its New York City headquarters.
January 31 -
Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.
January 31 -
Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.
January 31 -
The custodian's newest fintech partnership is meant to keep data safe while dealing with third-party vendors.
January 31 -
The calculus has changed due to plunging coin prices and regulatory tightening, which raises the risk of forced refunds.
January 31 -
Advisors are increasingly buying tech to monitor information sharing between financial firm partners and tech vendors.
January 30 -
Digital tools will not only allow advisors to serve more clients, they can help advisors charge for services with greater accuracy.
January 30 -
As wealth managers collect more client information, it is up to advisors to understand the value of data to the business and how it needs to be handled.
January 30 -
Firms are seeking these three specialties.
January 29 -
The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.
January 28 -
To win at cybersecurity, base your strategy on the way you are already serving clients.
January 28



















