Technology
Technology
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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 -
Digital advice clients "have affirmatively chosen not to enroll in comprehensive financial planning," according to a newly published white paper.
October 7 -
Putting a disaster plan into effect to protect a practice and a home in Florida.
October 7 -
Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.
October 6 -
Female-focused wealth management platforms can plug into a shift in attitudes and politics, analysts say.
October 5 -
Automated investing platforms are making it tougher to charge for some financial advice, says Tiburon Strategic Advisors.
October 3 -
This unit is a critical gatekeeper and value-add for your clients, particularly high-net-worth ones.
October 3 -
Artificial intelligence is poised to bring dramatic change in the roles computers and humans play in regulatory compliance.
September 30 -
Only 2% of clients refer someone because their adviser asked. Instead, word-of-mouth is the best strategy, and digital marketing is one way to get it.
September 30 -
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

















