Technology
Technology
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United Capital plans for a white label version of its financial life management platform and the firm will be announcing an acquisition of a robo solution in the fourth quarter.
September 23 -
Commentary: The first wave of robo advisors went too far in denying any impact from volatility which is just plain incredible, writes Daniel Satchkov, president of risk modeling firm RiXtrema.
September 23 -
Viewership and engagement is not evenly distributed. Being online doesn't mean clients will see the content.
September 22 -
Market volatility is a special challenge for all fintech companies that connect consumers with digital products: how to handle a highly emotional event with a product that doesn't specialize in human interaction.
September 21 -
Celent says "advisors and firms have no choice [but] to continue to adapt to client demands, which is increasingly a digital delivery."
September 18 -
Millennial job seekers want companies that offer employees the latest tech tools. But are IT departments prepared for these hyper-connected workers?
September 18 -
Chief Executive Bill Harris says data alone is not enough for financial advice.
September 15 -
Commentary: SigFig's data compiled after the August correction shows that 27% more investors panicked that week than they did in October 2014.
September 14 -
Robo advisor seeks to add a piece of the $4.6 trillion market to its business.
September 11 -
Few banks consistently earn more than four stars in the Apple and Google App Stores. The rare high performers listen to users and pioneer new features.
September 10 -
The independent Fidelity division can never be the same without its founder, but could still grow into a juggernaut, some planners say.
September 9 -
Some university FinTech enthusiasts are former employees of traditional financial services firms who seek to disrupt their former employers' wealth management, lending, payments and other businesses.
September 9 -
Developed first for consumers, Abby Schneiderman's Everplans offers an app for advisors seeking digital estate planning capabilities.
September 8 -
Edmond Walters's departure takes Fidelity by surprise, and throws plans for eMoney Advisor Summit next month into disarray.
September 3 -
Raymond James' Scott Curtis acknowledges technology is changing the industry, but says it cannot delete the human value in the art of investment advice.
September 2 -
Advisors will soon have clients with negative net worth and clients worth seven-figures, and they'll need to have a command of both data sets, says Quovo CEO Lowell Putnam.
September 1 -
As boomers start spending down their portfolios, planners need a new way to stand out.
September 1 -
Industry arguments against the DoLs fiduciary rule proposal do not consider the digital revolution in financial advice.
September 1 -
Commentary: The acquisition of a robo by the world's largest asset manager is a reminder to advisors they must provide technology that appeals to consumers in a modern, constantly connected world.
August 31 -







