Advisor Group Selects Jemstep to Build Integrated Tech Platform
The new platform, expected at the end of 2017, will bring robo capabilities to traditional advisors.
Natixis Completes First Transaction on Blockchain Platform: Tech Roundup
Natixis announced Wednesday that investors have successfully purchased shares on its blockchain-based fund distribution platform, FundsDLT.
Cash Hangs On in Evolving Payments Landscape
Despite an increasing number of ways to pay for goods and services, consumers still use cash, a survey by Blumberg Capital found.
What Financial Firms Can Learn From the Geek Squad
Advisors are generally satisfied with the digital and web support available from partners and product providers, but the most tech-savvy advisors find support services lacking.
DC Plans’ Goal Is to Help Employees Retire on Time: T. Rowe Survey
A survey released in early June by T. Rowe Price identified the major goals driving large defined contribution plan sponsors’ plan design. Many of those goals indicate these large plan sponsors feel a sense of duty to participants, and they’re doing more to help their workers reach a satisfying outcome.
The Long Game: 2017 SMA Managers of the Year
As equity markets hit records and rattle the nerves of some market gurus, the winners of this year's SMA Managers of the Year awards are taking the long view.
Plante Moran Adopts RiXtrema Fiduciary Tool: Tech Roundup
RiXtrema has added Plante Moran Financial Advisors, a registered investment advisor with over $11.9 billion in assets under management, to its list of customers.
Advisor Software Launches New Behavioral Risk Tool
A new wealth management tech provider aims to improve the suggestions advisors make to their clients by with more robust behavioral finance profiling tools.
Beware of Big Claims About Big Data
The power of big data is not in the data you collect, but the patterns you identify, says Stephen DiFranco of The IoT Advisory Group.
The Case for Crypto in Impact Investing
Bitcoin and blockchain go beyond just digital currency, according to venture capitalist Jalak Jobanputra.