Technology
Technology
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Financial institutions are looking to fintech entrepreneurs to bring innovation in.
September 28 -
"We're moving to a subscription economy," says Motif CEO Hardeep Walia. "There are subscriptions for almost anything — music services, health care — why not investing?"
September 27 -
Yahoo says no bank account or card data has been compromised in its massive data breach. Yet hackers could use their ill-gotten personal information about customers to mess with bank accounts.
September 23 -
Echelon’s recent launch of a platform helps firms support firms’ ‘wealthtech’ strategies.
September 23 -
Data can be used to show clients in real time how big purchases undermine their portfolio planning. If my adviser had such access, would I still book that trip to Cuba?
September 22 -
When advisers blend behavioral finance approaches with data insights, it makes them even more valuable.
September 22 -
How can firms adapt to automation without eroding their business or need for advisers?
September 22 -
Massachusetts’ securities regulator tells the robo adviser to change its client communications policy by the end of September.
September 21 -
Bad behavior on the part of humans could open opportunities for artificial intelligence to act as risk management checks in financial firms.
September 21 -
On-demand, highly specialized and competitively priced: If it works for car sharing, why not for financial services?
September 20 -
An aggressive pricing strategy, new partnerships and the backing of a wealthy partner keeps the hybrid robo competitive.
September 15 -
The robo adviser expands its offerings and is developing a memo to answer concerns after the firm temporarily suspended trading the morning after the Brexit vote.
September 14 -
Young upstarts have to take a long, hard look at their business models and make key investments as the market cools off.
September 14 -
Regulators should step up their inspections of digital advisers as these tools surge in popularity, the firm said.
September 12 -
Technology that improves compliance, lending and payments by automating processes and relying on AI was spotlighted at Next Money and Finovate, two fintech conferences held in New York this week.
September 9 -
From hiring sprees to accelerating software launches, companies are gearing up for the significant expenses and changes wrought by the new regulation.
September 8 -
Embracing technology is no longer an option. Here’s how David Root of D.B. Root & Co. uses it to build his brand and finds prospects.
September 7 -
Every firm's focus is on capturing a share of the predicted $7 trillion market by 2020.
September 7 -
Fund providers should consider digital platforms and outsourcing to reach more advisers, according to Nuveen's head of alternative strategies.
September 7 -
A focus on costs obscures any analysis of the benefits that new tools bring to one's practice.
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