Technology
Technology
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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 -
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Focusing on market-beating performance is a flawed strategy, says new columnist Jonathan Clements. Instead, advisors should focus on clients entire financial lives.
August 31 -
"BlackRock is potentially a very powerful partner for advisors," says Sean McDermott, Corporate Insight analyst.
August 27 -
The giant asset management company said it was acquiring robo advisor FutureAdvisor.
August 26 -
Robo advisors say they managed the downturn with little pressure from clients. Some in the industry wonder if that was a good thing.
August 26 -
Salesforce launched a new platform to help advisors work more efficiently as the cloud computing giant pushes forward with ambitious plans to alter the RIA tech space.
August 25 -
The three banking giants are reportedly planning to jointly build a data management company.
August 20 -
There's no stopping the ETF industry's surge. Here's a rundown of the most important market statistics from the first half of the year.
August 19 -
Following a surprising multimillion-dollar deal, the industry is regaining an appreciation for tapping all of a client's financial data, an ability long relegated to personal finance management software providers.
August 19 -
Betterment data scientist Sam Swift asks advisors: "How do you know how much you've helped [clients] with your advice?"
August 19






