Displaying 136 results
After a year of financial planning technology deals, where does Advicent stand?
In the face of shrinking market share, can Advicent turn NaviPlan around?
Making cybersecurity an adviser business opportunity
Advisers could become clients' first line of defense to keeping their financial lives safe
Making tech work for advisers
Panelists at InvestmentNews' Future of Financial Advice conference discussed competition and technology.
Schwab, Wells Fargo and Edward Jones praised for mobile apps
J.D. Power study found three firms with apps that score high with customers.
How new fintech solutions can assist with Reg BI
Leveraging key technologies can ensure that clients' interests are protected.
Blockchain offers benefits to retirement ecosystem
Technology promises to reduce millions of errors.
Robos built for advisers struggling to gain traction
Only a small number of advisers are using these platforms.
Using technology to manage investor behaviors
Differentiate yourself by managing risk so your clients can stay invested over the long term.
How advisers already benefit from AI and what’s coming
Pershing's Raj Madan on how the new technology is poised to help advisers serve many more clients.
Forget millennials, fintechs have eyes for Gen Z
The next big thing is moving beyond client portals and onto voice search
What advisers can learn from the industry’s early AI leaders
Deloitte report finds frontrunners think very differently about the use of artificial intelligence.
Could Google get into fund management?
With so much data, the search giant could theoretically run a successful hedge fund.
IRS takes on cryptocurrencies
Government struggles to enforce tax laws on digital currency as Bitcoin breaks $10,000 mark.
Technology can help turn client conversations toward planning in next bear market
Advisers don't want a replay of 2008 when clients bailed out of the advice industry.
As Uber sets sights on fintech, it could bring retirement saving and advice to the gig economy
The massive and growing market is underserved by Wall Street, but Silicon Valley sees opportunity.
What does a Goldman-owned United Capital mean for advisers?
Purchase is most obviously a fit for Goldman's strategic vision.
What could Envestnet buy next?
The company has all the pieces for its financial wellness platform, but there are still some gaps in the adviser tech stack.
Five fintech buzzwords that need to die
Let's work together to make technology a friendlier place for everyone.
How can advisers continue to differentiate in an increasingly digital world?
Having the technology isn't enough anymore
Embrace technology, but beware of becoming obsessed with it
Technology that empowers advisers is a key component of a successful strategy, but it is not, in and of itself, a strategy.
