Technology http://wealthmanagement.com/taxonomy/term/23661/more en Why Salesforce Joined The DOL Compliance Tech Race http://wealthmanagement.com/technology/why-salesforce-joined-dol-compliance-tech-race <div class="node-body article-body">Salesforce is integrating Shield, a suite of compliance tools, to its Financial Services Cloud product to help advisors comply with the fiduciary rule. </div> <p><a href="http://wealthmanagement.com/technology/why-salesforce-joined-dol-compliance-tech-race" target="_blank">read more</a></p> http://wealthmanagement.com/technology/why-salesforce-joined-dol-compliance-tech-race#comments Technology Fri, 29 Jul 2016 16:13:00 +0000 1251491 at http://wealthmanagement.com Banks Embrace Their Fintech Disruptors, Finding Ways to Profit http://wealthmanagement.com/technology/banks-embrace-their-fintech-disruptors-finding-ways-profit <div class="field-byline"> Jenny Surane and Miles Weiss </div> <div class="node-body article-body">Banks are finding all sorts of ways to profit from their fintech challengers -- via partnerships, funding arrangements, dealmaking and, sometimes, mimicking their ideas.</div> <p><a href="http://wealthmanagement.com/technology/banks-embrace-their-fintech-disruptors-finding-ways-profit" target="_blank">read more</a></p> http://wealthmanagement.com/technology/banks-embrace-their-fintech-disruptors-finding-ways-profit#comments News Industry Technology Fri, 29 Jul 2016 13:57:00 +0000 1251301 at http://wealthmanagement.com Ingram Publishing/Thinkstock Can Pets Boost Retirement Savings? http://wealthmanagement.com/blog/can-pets-boost-retirement-savings <div class="node-body blog-body">Cats and dogs help people save for retirement, panel discusses how financial services firms could fund cybersecurity and a judge rules bitcoin isn't real money.</div> <p><a href="http://wealthmanagement.com/blog/can-pets-boost-retirement-savings" target="_blank">read more</a></p> http://wealthmanagement.com/blog/can-pets-boost-retirement-savings#comments Industry Legal Technology Blogs Retirement Planning The Daily Brief Fri, 29 Jul 2016 10:00:00 +0000 1250601 at http://wealthmanagement.com Betterment Getting Traction in 401(k)s http://wealthmanagement.com/technology/betterment-getting-traction-401ks <div class="node-body article-body">Betterment has added 200 plan sponsors since launching its 401(k) business in January. </div> <p><a href="http://wealthmanagement.com/technology/betterment-getting-traction-401ks" target="_blank">read more</a></p> http://wealthmanagement.com/technology/betterment-getting-traction-401ks#comments Technology Thu, 28 Jul 2016 18:09:00 +0000 1250581 at http://wealthmanagement.com Cruising Through Retirement http://wealthmanagement.com/blog/cruising-through-retirement <div class="node-body blog-body">Cruises a housing option for retirees, Shirl Penney named to Aspen Institute fellowship and Fidelity launches new robo advisor. </div> <p><a href="http://wealthmanagement.com/blog/cruising-through-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/blog/cruising-through-retirement#comments People Technology Blogs Retirement Planning The Daily Brief Thu, 28 Jul 2016 10:00:00 +0000 1249241 at http://wealthmanagement.com Which Hurts More, Buying or Selling? http://wealthmanagement.com/blog/which-hurts-more-buying-or-selling <div class="node-body blog-body">Selling is more emotionally taxing than buying, people with disabilities make great advisors and Investopedia's advice hub takes off.</div> <p><a href="http://wealthmanagement.com/blog/which-hurts-more-buying-or-selling" target="_blank">read more</a></p> http://wealthmanagement.com/blog/which-hurts-more-buying-or-selling#comments Industry Markets Technology Blogs Real Estate Asset Management The Daily Brief Wed, 27 Jul 2016 10:00:00 +0000 1248071 at http://wealthmanagement.com Three Tips To Remain Relevant In The Robo Era http://wealthmanagement.com/business-planning/three-tips-remain-relevant-robo-era <div class="field-byline"> David Lyon </div> <div class="node-body article-body">Firms need to adapt some of the technology introduced by robos instead of trying to compete against it. </div> <p><a href="http://wealthmanagement.com/business-planning/three-tips-remain-relevant-robo-era" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/three-tips-remain-relevant-robo-era#comments Industry Technology Business Planning Next Gen Investor Practice Management Tue, 26 Jul 2016 16:31:00 +0000 1247981 at http://wealthmanagement.com Should You Be Checking Your Client’s Email? http://wealthmanagement.com/estate-planning/should-you-be-checking-your-client-s-email <div class="field-deck"> The Revised Uniform Fiduciary Access to Digital Assets Act raises many questions. </div> <div class="node-body article-body">It makes sense that the Revised Uniform Fiduciary Access to Digital Assets Act has been developed to enable you as a fiduciary to step into someone else’s shoes when they die or lose capacity.</div> <p><a href="http://wealthmanagement.com/estate-planning/should-you-be-checking-your-client-s-email" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/should-you-be-checking-your-client-s-email#comments Technology Client Relations Estate Planning Wealth Planning Tue, 26 Jul 2016 13:43:00 +0000 1247501 at http://wealthmanagement.com cosmin4000/iStock/Thinkstock Who’s Happy About the DOL Rule? http://wealthmanagement.com/blog/who-s-happy-about-dol-rule <div class="node-body blog-body">Not everyone is dreading the new fiduciary rule, wealth management firms need to embrace innovation to survive and investors are optimistic about emerging markets.</div> <p><a href="http://wealthmanagement.com/blog/who-s-happy-about-dol-rule" target="_blank">read more</a></p> http://wealthmanagement.com/blog/who-s-happy-about-dol-rule#comments Industry Technology Blogs Equities ETFs Retirement Planning The Daily Brief Tue, 26 Jul 2016 10:00:00 +0000 1246701 at http://wealthmanagement.com Fiserv Introduces New Intelligent Content Tool for Advisors http://wealthmanagement.com/technology/fiserv-introduces-new-intelligent-content-tool-advisors <div class="node-body article-body">Grapevine6 finds content relevant to an advisor’s client base by analyzing social media, then helps FAs share the content and track open rates. </div> <p><a href="http://wealthmanagement.com/technology/fiserv-introduces-new-intelligent-content-tool-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/technology/fiserv-introduces-new-intelligent-content-tool-advisors#comments Technology Mon, 25 Jul 2016 19:57:00 +0000 1246851 at http://wealthmanagement.com Copyright Dan Kitwood, Getty Images