Technology
Technology
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The new offerings aim to help firms with red flag detection and meeting new Department of Labor rollover requirements.
May 26 -
Plus, Accenture’s latest compliance risk report, and a new partnership between a fintech startup and an RIA accelerator.
May 26 -
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An Ameriprise study found that firms are craving technology talent during the Great Resignation.
May 23 -
Regulators and industry insiders talked about the hottest topics in fintech during FINRA’s annual conference.
May 18 -
In a symposium, SEC Chair Gensler voiced concern about the technologies’ possible conflicts, biases and systematic risks.
May 18 -
Lumiant brought on a former Envestnet exec to lead the fintech company that wants to help advisors strengthen client relationships by engaging family members often overlooked by planners.
May 17 -
The long awaited fintech conference returned with a slate of new tools designed to improve life and work for advisors.
May 13 -
Digital currencies are no longer a curiosity, but a key investment opportunity advisors are starting to consider.
May 12 -
The fintech event producer is riding high after a successful return, but the pressure is on to exceed expectations next year.
May 10 -
CEO Bill Crager said his focus during the first three months of the year was the future of financial services.
May 6 -
Experts say combining the right tech with human know-how can help small firms keep up with their massive counterparts.
May 5 -
A $185 million funding round led by Valar Ventures Management has propelled the Canadian fintech to unicorn status.
May 5 -
Client assets, net flows and total revenue are up year over year for the California TAMP.
April 29 -
Whether an anticipated acquisition or a surprise move, industry deals can sometimes make sense, but they can also leave questions.
April 29 -
Developing a future-ready tech strategy can push innovation, growth and your organization forward.
April 27 -
Why planning ahead, spending smart and operating with confidence can help advisors leverage technology to drive growth.
April 27 -
Fidelity’s foray into bitcoin for retirement plans could bring seriousness to cryptocurrencies. But not everyone is sold on the risky alternative.
April 26 -
Wealth management firms are racing to create distinct images for themselves, with surprising results.
April 25 -
Technology moves at a breakneck pace that threatens to leave flat-footed organizations in the dust. But industry leaders are leveraging the bleeding edge to get ahead of the pack and never look back.
April 25

















