World’s Best Cities to Launch a Fintech Firm: Deloitte Report
Deloitte published in April an interim report on behalf of the Global FinTech Hubs Federation that measures the fintech environment in 44 cities.
Balance Is Key to Advisor Tech, Client Service: Kitces
Financial planning, not client psychology or portfolio construction, are the true value-adds for advisors, Michael Kitces says.
JPMorgan Launches Digital Model Portfolios: Tech Roundup
JPMorgan announced on Tuesday that it has partnered with wealth management technology platform GeoWealth to give RIAs access to digital model portfolios.
Serving Affluent Investors With Robo, UMA Models: Celent
Tax management is a key area where UMAs and robo-advisors overlap.
Hackers Baiting Victims With Word Docs: McAfee
Microsoft issued an update, but it’s a reminder to use discretion when opening attachments.
eMoney Compliance Tool Goes Live: Tech Roundup
AdvisorStream, and SS&C also announced new integrations and updates this week.
How to Avoid Extra Taxes When Clients Avoid Marriage
Estate planning for unmarried couples requires an "individualized and resourceful approach."
Betterment Co-Founder to Step Down
One of Betterment’s founders is stepping away from the business to focus on building new companies.
eMoney to Set Up Shop in Rhode Island
EMoney Advisor is expected to bring 100 new jobs to the state by 2020.
Millennials Say: Don’t Call Me a Millennial
A survey by LIMRA found that few millennials see the term as a positive.