Technology http://wealthmanagement.com/taxonomy/term/23661/more en How Robos Handled Brexit http://wealthmanagement.com/technology/how-robos-handled-brexit <div class="node-body article-body">In the face of a global, news-driven crisis for markets, here's how the online advice firms faced the challenge. </div> <p><a href="http://wealthmanagement.com/technology/how-robos-handled-brexit" target="_blank">read more</a></p> http://wealthmanagement.com/technology/how-robos-handled-brexit#comments Technology Fri, 01 Jul 2016 15:33:00 +0000 1225811 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images North Americans Want Robo Advice From Banks http://wealthmanagement.com/blog/north-americans-want-robo-advice-banks <div class="node-body blog-body">North Americans want automated advice from banks, IFP becomes an OSJ at LPL and Harvard Business School offers impact investing courses.</div> <p><a href="http://wealthmanagement.com/blog/north-americans-want-robo-advice-banks" target="_blank">read more</a></p> http://wealthmanagement.com/blog/north-americans-want-robo-advice-banks#comments RIAs Technology Blogs Mutual Funds The Daily Brief Fri, 01 Jul 2016 10:00:00 +0000 1224851 at http://wealthmanagement.com TIAA Acquires WealthTech Firm MyVest http://wealthmanagement.com/technology/tiaa-acquires-wealthtech-firm-myvest <div class="node-body article-body">TIAA has acquired wealth management technology company MyVest in a move to reach a broader client base through increased online services. </div> <p><a href="http://wealthmanagement.com/technology/tiaa-acquires-wealthtech-firm-myvest" target="_blank">read more</a></p> http://wealthmanagement.com/technology/tiaa-acquires-wealthtech-firm-myvest#comments Technology Thu, 30 Jun 2016 20:41:00 +0000 1224861 at http://wealthmanagement.com Auto Enrollment Boosting 401(k) Enrollment http://wealthmanagement.com/blog/auto-enrollment-boosting-401k-enrollment <div class="node-body blog-body">Auto enrollment is boosting the number of millennials with 401(k)s, Matt Fellowes' new company and the second-largest diamond ever found fails to sell at auction.</div> <p><a href="http://wealthmanagement.com/blog/auto-enrollment-boosting-401k-enrollment" target="_blank">read more</a></p> http://wealthmanagement.com/blog/auto-enrollment-boosting-401k-enrollment#comments Industry Technology Blogs Retirement Planning Valuations The Daily Brief Thu, 30 Jun 2016 10:00:00 +0000 1223501 at http://wealthmanagement.com TD Ameritrade Unveils New Integration Capabilities at Tech Summit http://wealthmanagement.com/technology/td-ameritrade-unveils-new-integration-capabilities-tech-summit <div class="node-body article-body">Executives from 25 technology vendors gathered in Dallas this week to learn about the future of integrating with TD Ameritrade Institutional's Veo platform. </div> <p><a href="http://wealthmanagement.com/technology/td-ameritrade-unveils-new-integration-capabilities-tech-summit" target="_blank">read more</a></p> http://wealthmanagement.com/technology/td-ameritrade-unveils-new-integration-capabilities-tech-summit#comments Technology Wed, 29 Jun 2016 17:42:00 +0000 1223311 at http://wealthmanagement.com Ten Questions to Ask Candidates on Retirement Policy http://wealthmanagement.com/blog/ten-questions-ask-candidates-retirement-policy <div class="node-body blog-body">Ten questions for the candidates on retirement, Lynn Tilton hires new lawyers and Advizr adds five new features.</div> <p><a href="http://wealthmanagement.com/blog/ten-questions-ask-candidates-retirement-policy" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ten-questions-ask-candidates-retirement-policy#comments Legal Technology Blogs Retirement Planning The Daily Brief Tue, 28 Jun 2016 10:00:00 +0000 1220891 at http://wealthmanagement.com Florida Passes Fiduciary Access to Digital Assets Act http://wealthmanagement.com/estate-planning/florida-passes-fiduciary-access-digital-assets-act <div class="field-deck"> Clients should consider updating their estate plans to reflect new law </div> <div class="node-body article-body">Jennifer Wioncek and Michael Melrose discuss the purpose of the new legislation and what it means for clients.</div> <p><a href="http://wealthmanagement.com/estate-planning/florida-passes-fiduciary-access-digital-assets-act" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/florida-passes-fiduciary-access-digital-assets-act#comments Technology Estate Planning Public Mon, 27 Jun 2016 20:03:00 +0000 1221061 at http://wealthmanagement.com maxkabakov/iStock/Thinkstock Examining Robo-Advisor Performance During Brexit http://wealthmanagement.com/technology/examining-robo-advisor-performance-during-brexit <div class="node-body article-body">In the aftermath of the UK’s recent vote to exit the European Union, let’s take a look at how automated investing services performed during the market turmoil.</div> <p><a href="http://wealthmanagement.com/technology/examining-robo-advisor-performance-during-brexit" target="_blank">read more</a></p> http://wealthmanagement.com/technology/examining-robo-advisor-performance-during-brexit#comments Technology Hedgeable Mon, 27 Jun 2016 19:27:00 +0000 1221041 at http://wealthmanagement.com The Coming #FinTech Divide Between Investment And Financial Planning Firms http://wealthmanagement.com/industry/coming-fintech-divide-between-investment-and-financial-planning-firms <div class="node-body article-body">There is still a significant gap between those advisory firms are ultimately still investment-centric, and the firms that are truly focused on financial planning first.</div> <p><a href="http://wealthmanagement.com/industry/coming-fintech-divide-between-investment-and-financial-planning-firms" target="_blank">read more</a></p> http://wealthmanagement.com/industry/coming-fintech-divide-between-investment-and-financial-planning-firms#comments Industry Technology Nerd's Eye View Mon, 27 Jun 2016 11:01:00 +0000 1220271 at http://wealthmanagement.com davincidig/iStock/Thinkstock LGBT Community Faces Financial Obstacles http://wealthmanagement.com/blog/lgbt-community-faces-financial-obstacles <div class="node-body blog-body">LGBT community still facing financial obstacles, compliance officers worry about cybersecurity and Fidelity unveils FidelityConnect website.</div> <p><a href="http://wealthmanagement.com/blog/lgbt-community-faces-financial-obstacles" target="_blank">read more</a></p> http://wealthmanagement.com/blog/lgbt-community-faces-financial-obstacles#comments Technology Blogs Client Relations Estate Planning Retirement Planning The Daily Brief Mon, 27 Jun 2016 10:00:00 +0000 1218951 at http://wealthmanagement.com