JPMorgan Moves Ahead on Robo-Advisor, but Doesn’t Call It That
The bank refers to it as an “automated” advisor; CEO Dimon says the firm spent $600 million on fintech last year.
Betterment Co-Founder to Step Down
One of Betterment’s founders is stepping away from the business to focus on building new companies.
eMoney to Set Up Shop in Rhode Island
EMoney Advisor is expected to bring 100 new jobs to the state by 2020.
Wells Fargo Told to Rehire Whistleblower, Pay $5.4M
The manager was fired in 2010 after reporting incidents of suspected bank, mail and wire fraud, according to OSHA.
Delaware Rebrands as Macquarie Investment Management
Macquarie Group acquired Delaware from Lincoln Financial Group in 2010.
Wealth Managers Using Tech to Catch Massive Asset Wave
There is an incremental increase of approximately $30 trillion in assets about to come online – a massive growth curve heading wealth managers’ way.
A Look at Envestnet’s Leaders and Acquisitions
The human capital issue is one of the most challenging facing the advisor community
Envestnet's Jud Bergman on the Kasparov Principle
"Humans plus machines deliver better outcomes" than either alone, says the Envestnet CEO.
Envestnet Wants to Help Advisors Beat Robos at Their Own Game
Envestnet's integrated offerings allow advisors to offer a new model of advice based on clients' actual data and expectations.
Is Microsoft Office 365 Right for Your Firm?
The familiar tech giant may provide some overlooked efficiencies for smaller firms.