Fintech

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YOUR PRACTICE FINTECH MAY 24, 2017
Betterment targets more affluent investors

Robo-adviser's overhaul of its brand comes as traditional players start to employ more technology when providing investment advice.

YOUR PRACTICE FINTECH MAY 22, 2017
Meeting clients' high-tech expectations

Financial advisers focus on ease and mobility for customers

YOUR PRACTICE FINTECH MAY 22, 2017
Cybersecurity looms as adviser business threat

Firms should be ready to invest more on technologies that thwart cybercriminals

Ransomware attack underscores importance of cybersecurity
YOUR PRACTICE FINTECH MAY 21, 2017
Ransomware attack underscores importance of cybersecurity

More than 200,000 computers in 150 countries were sidelined.

YOUR PRACTICE FINTECH MAY 17, 2017
SEC alerts advisers on WannaCry ransomware cyberattacks

Regulator stresses vulnerability testing and timely system upgrades.

YOUR PRACTICE ALTERNATIVES MAY 17, 2017
Addepar acquires AltX to expand in alternatives

Addition of machine-learning technology is intended to enhance value to advisers and clients.

YOUR PRACTICE FINTECH MAY 16, 2017
SoFi to add human advisers to its digital wealth management platform

YOUR PRACTICE FINTECH MAY 15, 2017
Cyberattack should prompt advisers to ask their IT professionals hard questions

Last week's ransomware attack reveals system vulnerabilities.

YOUR PRACTICE FINTECH MAY 15, 2017
Online security ETFs surge in face of cyberattacks

After a wave of global online attacks over the weekend, speculation mounted that the exposed weaknesses may trigger a surge in security spending

YOUR PRACTICE FINTECH MAY 12, 2017
Power Financial invests $37 million in Wealthsimple as robo seeks bigger U.S. market share

Power, the Canadian parent of Putnam Investments and Great-West Financial, has now invested a total of $74 million in the robo-adviser

YOUR PRACTICE FINTECH MAY 11, 2017
Cetera to integrate robo for advisers

Firm begins rolling out broad technology upgrades for advisers.

YOUR PRACTICE FINTECH MAY 11, 2017
What advisers actually want from robos

These are some of the key features advisers consistently rank as imperative.

YOUR PRACTICE FINTECH MAY 11, 2017
Most estate plans aren't dealing with digital assets properly

Advisers need to help ensure that their clients' digital assets are properly managed and dispersed upon incompetency or death.

YOUR PRACTICE FINTECH MAY 10, 2017
MLB managers can coach advisers through the robo-revolution

The most successful MLB managers gladly give up tedious tasks to technology to spend more time fostering relationships and building trust with players.

YOUR PRACTICE FINTECH MAY 09, 2017
Envestnet's Jud Bergman on helping advisers across the digital divide

Technology will actually enhance an adviser's human abilities.

YOUR PRACTICE FINTECH MAY 09, 2017
Be a LinkedIn pro with these 9 tips

Anyone can use LinkedIn, but not everyone knows how to use it correctly. Follow these tips to stand out from the crowd.

YOUR PRACTICE FINTECH MAY 05, 2017
Millennials design the financial service that would get them to invest

Hypothetical "Zenvestr" would work mostly through an app.

YOUR PRACTICE FINTECH MAY 04, 2017
Envestnet Tamarac launching new apps for advisers' clients, one with AI

Chatbot would engage clients to take financial actions and encourage adviser meetings.

YOUR PRACTICE FINTECH MAY 02, 2017
These investments could do well under Trump tax plan

Master limited partnerships, tech funds and financial firms could be winners under the president's proposal.

YOUR PRACTICE FINTECH MAY 02, 2017
Passwords to become passé as more firms back biometrics

Transamerica introduces first voice recognition technology to authenticate customers.