Vanare, Now AdvisorEngine, Receives $20M From WisdomTree
WisdomTree has invested $20 million for a 36% equity stake in Vanare, which has rebranded as AdvisorEngine.
Technology Critical to Meet Increasing Compliance Burden
Regulators are using technology to crack down on financial services firms; advisors should use the same technology.
In Trump Policy Uncertainty, Clarity on Cybersecurity Positions
Despite still-vague policy positions, how Trump would handle privacy and cybersecurity matters is one area that can be better deciphered.
How One RIA Uses Technology to Nurture Client Relationships
From overhead projectors to a state-of-the-art media space, Brand Asset Management is focusing on how clients interact with its advisors to support growth.
Can Trump, GOP Stop DOL Rule? Not Likely
Political movement has created doubt in the industry over whether to continue investing in technology to comply with a best interest standard.
2016 Holiday Tech To-Dos
December can often feel like the final mile of a marathon. You have made it most of the way, but there is more work to be done.
7 Critical Changes Driving Fintech Evolution: McKinsey
“The very concept of what comprises fintech will shift,” according to a November report by McKinsey.
Are Robo-Advisors Really Better Fiduciaries Than RIAs?
Yes, digital advice platforms offer low fees, but is that enough to make them superior fiduciaries, or even fiduciaries at all?
From Paper to Pixels: Three Steps to Digitize Your Practice
Just as we as a society have come to rely on certain technologies, I, too, as an experienced financial advisor, have come to rely on them for my practice as well.
Wells Fargo-SigFig to Roll Out Robo-Advisor in ’17
The wirehouse is the second large employee-advisor firm to go this route in its use of digital products and services.