Large Cracks Beginning To Form Under Robo-Advisors
Now that the industry is processing what the delivery of financial advice will look like in the post-DOL fiduciary world, a new picture of the robo threat is emerging.
Schwab to Launch Hybrid Robo-Advisor Service
Schwab Intelligent Advisory combines the service of a “live credentialed professional and logarithm-driven technology.”
Betterment for Advisors Partners With FPA
The strategic partnership will help educate advisors about using technology to serve more clients, according to the FPA.
A Big Data Solution for Proactive Compliance Programs
For forward-thinking firms, internal investigations via big data monitoring are part of their regulatory compliance program, rather than a result of alleged misconduct.
Trump's Treasury Pick Has a $230 Million Blemish on His Record
Soon after Steve Mnuchin sold OneWest Bank last year, problems emerged that may tarnish his record there.
Envestnet Tamarac Adds Tool for Full Asset, Liabilities Reporting
The technology lets advisors bring in data on credit cards, mortgages, loans, art collections and more.
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.