Technology http://wealthmanagement.com/taxonomy/term/23661/more en Financial Services Ramping Up Spending On Cybersecurity http://wealthmanagement.com/blog/financial-services-ramping-spending-cybersecurity <div class="node-body blog-body">Financial services and banks will spend $9.5 billion in 2015 to defend against hackers, second only to the government.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/financial-services-ramping-spending-cybersecurity" target="_blank">read more</a></p> http://wealthmanagement.com/blog/financial-services-ramping-spending-cybersecurity#comments Technology Blogs Intelligent Advisor Sat, 25 Apr 2015 01:09:00 +0000 846411 at http://wealthmanagement.com Three Financial Service Apps Available For Apple Watch http://wealthmanagement.com/blog/three-financial-service-apps-available-apple-watch <div class="node-body blog-body">Fidelity, Pershing and Openfolio are early adopters of the Apple Watch, creating apps that are available on the same day as the lastest piece of wearable technology launched.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/three-financial-service-apps-available-apple-watch" target="_blank">read more</a></p> http://wealthmanagement.com/blog/three-financial-service-apps-available-apple-watch#comments Technology Intelligent Advisor Fri, 24 Apr 2015 18:47:00 +0000 848821 at http://wealthmanagement.com Human or Robo? http://wealthmanagement.com/blog/human-or-robo <div class="node-body blog-body">What happens when you put a robo portfolio next to that of a flesh-and-blood advisor? MarketWatch analyzes the differences. </div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/human-or-robo" target="_blank">read more</a></p> http://wealthmanagement.com/blog/human-or-robo#comments Industry Technology Blogs ETFs Mutual Funds The Daily Brief Fri, 24 Apr 2015 09:00:00 +0000 845991 at http://wealthmanagement.com Schwab CEO Praises Fast 'Robo-Advisor' Start, Laments Low Rates http://wealthmanagement.com/technology/schwab-ceo-praises-fast-robo-advisor-start-laments-low-rates <div class="node-body article-body">Charles Schwab Corp's automated investment product has attracted $1.5 billion of assets in over 23,000 accounts in its first six weeks, about 20 percent of whom are new clients, Chief Executive Officer Walt Bettinger told analysts on Thursday.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/schwab-ceo-praises-fast-robo-advisor-start-laments-low-rates" target="_blank">read more</a></p> http://wealthmanagement.com/technology/schwab-ceo-praises-fast-robo-advisor-start-laments-low-rates#comments Technology Thu, 23 Apr 2015 17:42:00 +0000 845721 at http://wealthmanagement.com <p>Walt Bettinger</p> What Is a Robo Advisor? http://wealthmanagement.com/technology/what-robo-advisor <div class="node-body article-body">Most advisors think they have a clear understanding of what a robo-advisor is, but their descriptions vary, a recent CLS Investments study found. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/what-robo-advisor" target="_blank">read more</a></p> http://wealthmanagement.com/technology/what-robo-advisor#comments Technology Thu, 23 Apr 2015 13:00:00 +0000 843981 at http://wealthmanagement.com Raymond James eSignature Fails to Catch On http://wealthmanagement.com/blog/raymond-james-esignature-fails-catch <div class="node-body blog-body">After rolling out the electronic signature capabilities in December, the leaders of Raymond James’ technology operations say advisors at the firm have been surprisingly slow to utilize the oft-demanded tool. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/raymond-james-esignature-fails-catch" target="_blank">read more</a></p> http://wealthmanagement.com/blog/raymond-james-esignature-fails-catch#comments Technology Blogs Intelligent Advisor Wed, 22 Apr 2015 17:04:00 +0000 843181 at http://wealthmanagement.com <p>Vin&nbsp;Campagnoli&nbsp;and&nbsp;Bella&nbsp;Allaire&nbsp;at the Raymond James Financial Services national conference in Las Vegas.&nbsp;</p> Orion Partners Up With Robo Jemstep http://wealthmanagement.com/blog/orion-partners-robo-jemstep <div class="node-body blog-body">Orion Advisor Services has joined with Jemstep to give advisors a way to bring clients the automated robo-advisor experience while still maintaining control of the assets and investment strategies.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/orion-partners-robo-jemstep" target="_blank">read more</a></p> http://wealthmanagement.com/blog/orion-partners-robo-jemstep#comments Technology Intelligent Advisor Wed, 22 Apr 2015 16:10:00 +0000 842991 at http://wealthmanagement.com Looking for Help? Look to Buffett http://wealthmanagement.com/blog/looking-help-look-buffett <div class="node-body blog-body">Which financial experts do investors have the most confidence in? According to a new Spectrem Group study, Warren Buffett has the highest credibility.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/looking-help-look-buffett" target="_blank">read more</a></p> http://wealthmanagement.com/blog/looking-help-look-buffett#comments Technology Blogs Business Planning ETFs Retirement Planning The Daily Brief Wed, 22 Apr 2015 09:00:00 +0000 841241 at http://wealthmanagement.com Wall Street Week Returns http://wealthmanagement.com/blog/wall-street-week-returns <div class="node-body blog-body">Wall Street Week returned to the airwaves last week, hosted by Skybridge Capital's Anthony Scaramucci and Morgan Stanley's Gary Kaminsky with guest Jeffrey Gundlach.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/wall-street-week-returns" target="_blank">read more</a></p> http://wealthmanagement.com/blog/wall-street-week-returns#comments Industry Technology Blogs Fixed Income The Daily Brief Tue, 21 Apr 2015 09:00:00 +0000 839801 at http://wealthmanagement.com Schwab's Robo-Advisor Relies on 'Smart Beta' ETFs For 60% of Major Equity Asset Classes http://wealthmanagement.com/technology/schwabs-robo-advisor-relies-smart-beta-etfs-60-major-equity-asset-classes <div class="node-body article-body">Schwab confirmed that 60 percent of assets invested with its robo-advisor, Schwab Intelligent Portfolio, will be allocated in "smart beta" ETFs but will not have a minimum allocation requirement for its institutional product. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/schwabs-robo-advisor-relies-smart-beta-etfs-60-major-equity-asset-classes" target="_blank">read more</a></p> http://wealthmanagement.com/technology/schwabs-robo-advisor-relies-smart-beta-etfs-60-major-equity-asset-classes#comments Technology Mon, 20 Apr 2015 19:40:00 +0000 839931 at http://wealthmanagement.com