Blucora, HD Vest to Add Robo-Services
Some 5 million TaxAct clients will soon have access to the Financial Guard platform but can opt to work with FAs instead.
Can an Algorithm Assess Investors’ Complex Financial Needs?
“The future of financial advice is bionic,” CEO David Siegel of Investopedia said.
Advisors' Low-Tech Cybersecurity Action Plan
The great paradox of cybercrime is that financial firms’ biggest vulnerability isn’t their technology, it’s the people who use it.
Technology Brings Together Service, Sustainable Investing
For Krull & Company, technology has always been a key driver in supporting the firm’s sustainable investing mandate in an efficient manner.
Joel Bruckenstein: DOL Rule Is Coming; Time for a Tech Update
The advisor tech guru talks to ThinkAdvisor about what the DOL rule means for advisors, technologically speaking.
OCC Will Begin Issuing National Charters for Fintech Firms
The OCC is developing a formal policy for issuing special purpose national bank charters to fintech firms that provide banking services.
Obama’s Cybersecurity Commission Issues Final Report
The nonpartisan commission identifies six imperatives for current, and new, administrations to take action on.
New Hearsay Tools Make Social Media Compliance Easier and Faster
The new technology enables compliance supervisors to review advisor digital activity with one or two clicks.
Betterment Signs Up 300-Plus Retirement Plan Clients in 2016
Benefiting from the DOL rule, Betterment for Business is reaching out to midsize firms in high tech and other emerging fields.
Citizens Financial to Start Robo-Advisory Platform With SigFig
The Royal Bank of Scotland is partnering with SigFig to launch a robo-advisor platform next year.