Technology
Technology
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Acquiring a retirement savings tool provider allows the app to broaden its offerings to millennial clients.
November 8 -
Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.
November 7 -
The 22 million Gen X and Gen Y clients banking with Wells are a competitive advantage for its digital advice platform, executives say.
November 6 -
Face-to-screen technology will allow advisors to seek clients from around the globe — it also will increase competition.
November 6 -
Nov. 6: Platforms like FundKeeper are aimed at helping retirement account advisors comply with the DoL’s fiduciary rule.
November 3 -
Striking the right balance between humans and technology has become the holy grail for early adopters.
November 2 -
Unlike humans, the technology is not able to explain why it made a particular decision.
November 2 -
When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.
November 1 -
An abundance of software and practice tools has planners and firms overwhelmed. Here’s what it means for the industry.
November 1 -
A series of launches at T3 Enterprise demonstrate how industry firms are embracing change as the advisor tech space becomes hypercompetitive.
November 1 -
A Michigan CFP is deluged after a Trump aide with the same name pleads guilty as part of Justice Department special counsel Robert Mueller’s investigation.
October 30 -
Institutions are regularly compiling large amounts of data in their quest for enhanced disclosure, an expert writes.
October 30 -
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


















