Technology
Technology
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Fintech accelerator Scratchworks kicked off its second competition, having already funded two winning startups from its inaugural contest.
September 19 -
Applications that tackle the industry's compliance issues, automate back-office processes and streamline clearing and settlements are drawing interest from venture capital firms.
September 19 -
The customer relationship management platform will now pull all accessible client information into a single dashboard.
September 18 -
Digital assets are an increasingly important, yet overlooked, part of a client’s profile.
September 14 -
Given the steep rise in the price and use of virtual currencies, expect clients to have questions.
September 14 -
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New features include health care planning tools and cash reserve buckets.
September 13 -
Advisors may need to shed the AUM model of the past, says the TD Ameritrade Insitutional president. Also: The biggest threat to RIAs and the outlook for job-hunting advisors.
September 13 -
The tax-focused IBD is betting on a switch to Fidelity and Envestnet while undergoing a cultural shift.
September 13 -
Regulators including FINRA are looking at ways to help spur innovation.
September 12 -
Computer algorithms could increase portfolio returns by whole percentage points.
September 12 -
I underestimated Hurricane Matthew. I won’t do the same with this storm.
September 12 -
Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.
September 11 -
Startups are applying AI and big data to determine how advisory clients make investment decisions in real time.
September 11 -
Worried about rapid transformation in the industry? It may be easier to evolve than you think.
September 11 -
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Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.
September 10 -
Because most advisors are generalists, up-and-coming planners can seek out almost any niche to explore.
September 10















