Technology
Technology
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The surprise U.S. election didn't affect robo platforms the way the U.K. vote did earlier this year, but explanations vary.
November 9 -
Although a partisan battle over internet access predated Trump’s candidacy, he provided a key boost to the issue, setting a stage for a larger fight still to come.
November 9 -
Markets registered moves that are supposed to be incredibly rare.
November 9 -
The wide misconception is that digital advice is a self-service offering requiring little effort on the part of the adviser.
November 8 -
The payments industry is driving fintech investment worldwide, influencing related disciplines such as data security and mobile banking.
November 8 -
The custodian's CTO Tim Heier said it has no intentions to sell the data or information it gathers.
October 27 -
As digital wealth management proliferates, firms are expected to challenge each other in more pointed, head-on comparisons of their services.
October 26 -
As the industry shifts in response to developments in the regulatory and technological space, what can advisers expect? Here are ten takeaways from a new Schwab study.
October 26 -
How the firm is investing in new ways for advisers to conduct all their business digitally.
October 26 -
A new pilot program will test whether clients will be drawn to a voice-controlled technology the retailer's customers know as Alexa.
October 25 -
Prosecutors served a warrant seeking names of employees who opened unauthorized accounts, as well as the bank’s fee structure and a calculation of losses suffered by affected customers.
October 20 -
It's a planner's worst nightmare. Here's what to do when client data is compromised by a cyberattack.
October 19 -
Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.
October 19 -
The firm's digital advice service, to be piloted in early 2017, is a bid to give RIAs unprecedented scale.
October 18 -
Six changes planners should make to their business models as investors seek lower fees and digital advice grows.
October 17 -
By leveraging new technology, advisers find new ways to reach their clients from across the globe, as well as here at home.
October 14 -
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New regulatory demands force platform providers to either build additional capabilities or acquire successful companies, analysts say.
October 12 -
The wealth management firm says its digital advice offering is designed for "the sophisticated high-net-worth investor."
October 12 -
Changing the business model for younger clients starts with innovative technology and digital solutions combined with holistic, unbiased, guided advice.
October 12

















