Technology
Technology
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The technology is there, efficiencies are multiplying and the incentives are huge. So, why is the general mood so grim?
March 26 -
More than a decade ago, bankers fought Walmart tooth and nail as it made forays into banking. But with Amazon making more moves into financial services, the reaction is very different.
March 22 -
In a rapid-fire interview with Financial Planning, Moore paints a bright picture of the job market for young financial advisors and takes aim at the most "absurd" practice advisors still undertake with clients.
March 22 -
The asset manager says its free tool for target date fund clients will "supplement the advisor conversation."
March 21 -
To protect their practice, advisors should know the answers to several critical questions about how vendors use and safeguard their data.
March 21 -
Ross Gerber says he left the firm to avoid its strict oversight of his press interviews and social media.
March 19 -
The new location will initially have 200 employees, most of which will be in areas like technology and wealth management.
March 15 -
Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.
March 14 -
Fintechs are pitching new tools to plan providers claiming they can lower 401(k) costs.
March 14 -
The bank’s asset management unit has approached ETF Securities and Global X in an effort to expand its lineup.
March 14 -
Broker-dealers and financial advisors pay a steep penalty for failing to keep up with digital trends.
March 14 -
A tech-savvy Generation X is poised to become a practice's most valuable clientele. But slick apps and interfaces aren't enough to attract this group of investors.
March 13 -
Many workers in the technology departments across a range of industries describe behavior that may fall short of a legal definition of sexual harassment, but is still disturbing and could contribute to low employee morale and high turnover.
March 12 -
Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.
March 9 -
Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.
March 9 -
Banks have nothing but upside potential in front of them with robos as part of their offering — as long as they act soon and do everything right.
March 9 -
RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.
March 7 -
Amazon's branded checking account plans pose no immediate threat to wealth management. But advisors should pay attention to the people that the e-commerce giant wants to serve.
March 7 -
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The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.
March 5















