eAdvisors Elevate the Client Journey and Power Growth with Technology
A fresh look at eAdvisors finds that they continue to use technology to spur productivity and enrich the client experience.
Wells Fargo Shares Private Info on 50,000 Clients and Advisors: Report
The data release includes clients' portfolio and asset information, as well as FA compensation and client lists, according to The New York Times.
UBS Announces Strategic Partnership With iCapital: Tech Roundup
Earlier this month, UBS announced that it has invested an undisclosed amount in online alternatives platform iCapital.
Experts Disagree on Role for Regulators in Cryptocurrency
ICOs are an increasingly popular way to fund cryptocurrency projects, but they're raising concerns among everyone from technologists to lawyers in addressing regulations.
New White House Comm Chief Scaramucci Supports Trump's Tweets
“He’ll use social media ... it's very important for him to express his identity,” said Scaramucci.
Robo-Advisor Betterment Gets $800M Valuation, $70M in New Funding
Boost comes despite more competition from JPMorgan and others; assets under management more than doubled since last round.
Schwab’s Robo-Related Assets Surge to $19.4B in Q2
Meanwhile, TD Ameritrade says its total client assets jumped 20% from last year.
New App Helps Millennials Create Wills, Trusts
Legal documents can be created quickly with no cost to app users.
Trading Platform investFeed Trades Equities for Crypto
The social trading platform decided Thursday to stop allowing investors to trade equities on its platform.
What Role Could AI Play in Investor Relationships?
The Salesforce survey finds that millennials are significantly more likely to be interested in AI capabilities offered by advisors.