Technology
Technology
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LifeYield makes it proprietary Taxficient Score available to individual advisors.
April 2 -
IBDs and regional firms are making the biggest changes, but RIAs have room for growth as well.
April 2 -
Booms and busts both have the potential to create unrealistic outlooks on both ends of the performance spectrum.
March 29 -
This time inverse leveraged technology funds are at the center of the action.
March 29 -
The bank aims to have a total of 4,000 representatives by year-end in Merrill Edge, which now has 2.4 million accounts and $184.5 billion in assets.
March 29 -
The research firm’s annual survey included new queries reflecting changes in the industry.
March 29 -
Assume everything you say is on the record, and don’t overshare.
March 28 -
After the digital advice firm reportedly saw its valuation drop $200 million, industry executives ask if independent robo advisors are on borrowed time.
March 28 -
The wirehouse hires will aid Advizr's focus on reaching smaller broker-dealers, says chief executive Hussain Zaidi.
March 28 -
The accusations shed light on the massive back-office systems maintained by regulators and the difficulty of keeping the sensitive information in them private.
March 27 -
Portfolios will be selected based on machine learning and natural-language processing.
March 26 -
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


















