Technology
Technology
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Algorithms are based on pure math and cannot be biased. Right?
August 31 -
Low-cost, online managed accounts may become table stakes for wealth management firms.
August 31 -
A third of investors in a recent Fidelity survey said they would switch advisers if they weren't active technology users.
August 31 -
The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.
August 30 -
The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.
August 30 -
The fundamental nature of the social network is interaction and conversation — not the simple spouting of PR.
August 25 -
The wirehouse is also reorganizing how it deploys a number of product and service consultants and technology specialists.
August 24 -
Kavout and qplum claim their technology and founding teams set them apart from competition in the space.
August 24 -
Banks are creating tech to do chores previously performed by people in operations, wealth management, algorithmic trading and risk management.
August 24 -
Ways to interconnect technologies may be limitless. But advisers and advisory firms will demand more, as their clients demand more.
August 24 -
The claiming process has become more complex. Here's how these programs can cut through the clutter.
August 23 -
The claiming process has become more complex. Here's how these programs can cut through the clutter.
August 23 -
There is still work to be done, but the firm's platform empowers advisers and sees planning as an ongoing process.
August 18 -
One criticism of online advice providers is that they must improve how they communicate to their customer what to expect when support is provided.
August 17 -
In a rare interview, Andrew Ceresney reveals the commission's beefed-up efforts, and what advisers should know.
August 16 -
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The digital M&A trend has much in common with the wildly popular game app.
August 10 -
Some are better than others, with a few not yet updated for a law that eliminated double dipping.
August 9 -
Some are better than others, with a few not yet updated for a law that eliminated double dipping.
August 9 -
A younger adviser sees the benefits in working side-by-side with technology.
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