Fintech Is Exploding, but How Firms Use New Integrations Is Key
Fintech providers need to help user workflows, not just deliver a bunch of “integrations,” eMoney Advisor CEO Ed O'Brien said.
In 5 Years, Wealth Management Will Be Transformed: Roubini ThoughtLab
The detailed report shows that many financial advisors may not understand how fast wealth management will change in the coming years.
Time for Advisors to Move Beyond ‘Fintech Fear’: PwC Report
While most wealth managers fear losing business to fintech companies, fewer than half have put fintech at the center of a digital strategy.
When Advisors Break Away, Cybersecurity Also Gets Broken
While breakaway advisors may have the freedom to embrace new technologies, that freedom comes with new cybersecurity risks.
Financial Services Firms’ Reputation Still Shadowed by 2008 Crisis
The 2008 financial crisis continues to shape negative consumer views of the financial services firms.
Top Portfolio Products: Global X, Nuveen Add ETFs; Financial Engines Expands Services
Global X introduces three tech ETFs while Nuveen adds bond ETF focused on additional yield.
Where Trump, Clinton Stand on Key Tech, Innovation Issues
An IT foundation found much to like in both candidates’ general tech positions, but one has been more assertive on innovation.
Many Advisors Don’t Understand How to Mitigate Cybersecurity Risks
While most financial advisors say cybersecurity is a top priority, many do not feel they are fully prepared to manage and mitigate this risk.
5 Robo-Advice Myths Busted
The robo-advice market is not “human vs. technology,” it’s about helping advisors do their jobs better.
The Right Ways Advisors Can Help Grieving Clients
Providing compassionate yet informed support to grieving clients is not only the right thing to do, it will help grow your practice, said Amy Florian.