Technology
Technology
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Officials should ask "whether these new robo advisors can be neatly placed within our existing laws," SEC commissioner says.
November 13 -
Opinion: Contributor Allan S. Roth is more than a bit concerned that this marriage of a low- and high-fee provider will not be good for investors.
November 13 -
Robos have come to the Asia-Pacific region. Its providers are tapping into the regions growing wealth that surpassed Europe in 2014 and is poised to pass North America next year.
November 12 -
When changing a password isnt enough: Former FBI agents reveal the newest cybercrimes and how to stop them.
November 11 -
The decision to create rather than buy an existing digital platform spurred an emotional response from competitors, Schwab Chief Walt Bettinger tells attendees at its annual Impact conference.
November 11 -
With little practice, retirement income planning beginners can use Last Advisor's simple platform and a create plans in well under an hour.
November 10 -
The deal should be a signal to robo platforms they need to pair their technology with traditional advisors to remain competitive, analysts say.
November 6 -
An advisor managing $195 million in client assets left Wells Fargo Advisors for Raymond James & Associates.
November 5 -
Just as robos seek to bring lower-income, self-directed investors into the advisory realm, the administration is looking to extend the retirement safety net through no-fee, no-risk savings plan.
November 4 -
To harness the full potential of new digital tools advisors have to train themselves in technology and avoid viewing it as just a bolt-on to their practice, says practice management expert Ray Sclafani.
November 4 -
The benefits gained from technology should make the expense worth it.
November 3 -
Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.
November 3 -
First Round Capital has raised a half-billion in funds and invested in almost 500 companies, including Uber and Warby Parker. Co-founder Howard Morgan explains why it hasn't made any investments in robo advisors.
November 3 -
Google, Amazon, Apple, PayPal and Intuit have joined forces to promote policies they say will foster greater innovation in financial services.
November 3 -
The heads of the biggest wealth management firms vary in their approaches to challenges, including recruitment and the use of robo advisors.
November 2 -
Advisors should highlight their skills on a personal level to separate themselves from digital counterparts.
November 2 -
Brian Hull, head of the firm's Client Advisory Group, tells On Wall Street that he's trying to make it easier for advisors to do business at the wirehouse.
November 2 -
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There's no place for complacency these days, and the biggest wealth management players anticipate changes by regularly adjusting their strategies.
October 30 -
Provide informative and entertaining tidbits to engage clients and attract new ones.
October 30




