Technology
Technology
-
New solutions offer plenty of features but lack focus.
October 30 -
Stash is the latest young fintech to pair debit and savings products with financial advice as it competes for clients.
October 30 -
Lights, camera, action? Get ready for your close-up.
October 27 -
Advisors need all they help they can get retaining clients. That's where technology comes in.
October 27 -
Oct. 30: After experiencing two major bear markets, younger generations are demanding products that are easy to understand and offer transparency.
October 27 -
Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.
October 25 -
Catering to young clients, Finn by Chase blends instant account access, emojis and PFM tools.
October 24 -
The independent broker-dealer’s executive team hopes the SEC works with the DoL to develop an industry standard.
October 20 -
The advisor of the future will be less concerned with product sales and more focused on holistic planning.
October 20 -
The firm could hire the necessary talent, but there is an easier and cheaper way.
October 19 -
Clients are looking to be reassured about the security of their data.
October 19 -
Artificial intelligence will impact every aspect of RIA practice, from the front-end to the back office.
October 18 -
Human resources executives place emphasis on new technology to evaluate future and existing employees at NICSA's annual membership meeting.
October 18 -
Offering a prepaid, monitored debit card gives True Link an edge in elderly retirement advice space.
October 17 -
Don’t underestimate the enormous investment of time required.
October 17 -
Custodian Trust Company of America helps RIAs create their own automated offerings.
October 17 -
It can be a daunting process, but here is how to get started.
October 16 -
-
Oct. 16: Analysts say new products filling the void may reverse the trend.
October 16 -
It's a bigger challenge to keep pace with a fast changing industry, CEO Robert Cook said.
October 13


















