Technology

Hungry, Hungry IBDs and RIAs

Mon, 31 Oct 2016 10:00:00 +0000

IBDs and RIAs are gobbling up new assets, Cetera is putting out its own technology tool for DOL rule compliance and Orion is launching an interactive training course.

Wealthfront Attacks Schwab's Robo Technology

Fri, 28 Oct 2016 16:48:00 +0000

Wealthfront says the results of its test prove that its tax-loss harvesting capabilities are superior to that of Schwab Intelligent Portfolios.

Wall Street Coders Wanted, Elite College Degrees Not Necessary

Fri, 28 Oct 2016 15:27:00 +0000

Hugh Son

Banks need to fill so many programming jobs that elite schools can’t possibly pump out enough candidates.

Thank Technology for Work-Life Integration, Not Balance

Thu, 27 Oct 2016 19:06:00 +0000

Susan Glover

Are you really leading a balanced work-life existence? Here are some ways to identify just which way you lean.

Connecting to the “Rewired Investor”

Thu, 27 Oct 2016 15:22:00 +0000

Schwab’s chief technology officer predicts financial services firms will connect to the “rewired” investor with chat bots, virtual reality and machine learning, and that “we’re going to move past investment management as a focal point in five years.”

Not All NFL Players 'Make It Rain'

Thu, 27 Oct 2016 10:00:00 +0000

Glover Quin abides by a 70/30 save/spend strategy, Envestnet fully integrates Yodlee and US Capital Partners creates new wealth management division.

Five Ways Technology Will Change How Your Clients Age

Wed, 26 Oct 2016 15:40:00 +0000

Advisors can steer clients towards the technology that will help them in old age. Here are the top five ways.

Why Women Aren't CEOs of Finserv Firms

Wed, 26 Oct 2016 10:00:00 +0000

Why women aren't leading finserv firms, women are unhappy about their career progress and Addepar passes $500 billion in assets.

Disgraced Financial Advisor Apologizes

Tue, 25 Oct 2016 10:00:00 +0000

Jeff Rubin apologizes for losing a number of NFL clients close to $43 million, Americans want more from their banks and SS&C acquires Salentica.

Ten Podcasts That Will Give You an Edge in 2017

Mon, 24 Oct 2016 15:46:00 +0000

If you’re looking for an extra way to stay current on breaking financial matters and learn about the finer points of investing, sales and leadership, look no further than these new and proven podcasts.