Technology
Technology
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AdvisorEngine's purchase of software firm Wealthminder is the first of what's expected to be another year of deals and investments into the wealth management fintech space.
February 16 -
Finhabits is billed as the industry's first bilingual digital platform.
February 15 -
With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.
February 15 -
Reflecting industry concern with Department of Labor rule requirements, the firm dubbed the platform as a "One-Click Fiduciary."
February 15 -
Brokerage chief Jim Weddle balks at offering automated advice as it would be "an alternative to working with our financial advisers."
February 15 -
Some have already seen strong returns, with the top five posting more than 20% over the past year.
February 13 -
The nation's largest IBD vows to take a “proactive approach” to the fiduciary rule.
February 9 -
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After investing millions in new platforms and preparing thousands of advisers, executives say they've come too far to reverse course.
February 7 -
Digital advice firms will continue to market themselves as white knights in the financial services industry, observers say.
February 6 -
To survive, planners must be willing to change in these five areas, according to the popular industry expert.
February 3 -
The two major technology enhancements are set to benefit RIAs, says our tech columnist.
February 2 -
Advisers will have new apps to choose from and more risks to manage. But their ability to put the client first will determine success.
February 1 -
Who’s responsible for a digital problem caused by a third-party program? Not the vendor.
February 1 -
Why advisers need to pay close attention to technology vendor contracts.
February 1 -
‘Hey, you, get off of my cloud.’ What wealth managers should know about the risk-reward of cybersecurity.
January 31 -
Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.
January 31 -
Planners will have control over the service, which will not be available directly to clients, according to the firm.
January 30 -
The long-running feud between banks and fintech companies over screen scraping is morphing into a more nuanced and important conversation about how to exchange consumers' financial data securely and fairly.
January 27 -
You have a strong onboarding process and the consultation went well, but the prospect has disappeared. What went wrong? Possibly one of these five marketing pitfalls.
January 27














