Technology http://wealthmanagement.com/taxonomy/term/23661/more en Your Custodian=Tech Provider http://wealthmanagement.com/blog/your-custodiantech-provider <div class="node-body blog-body">Custodians are becoming tech providers, AccuShares shuts down etfs and rebrands, and Netscape cofounder puts Florida mansion up for sale.</div> <p><a href="http://wealthmanagement.com/blog/your-custodiantech-provider" target="_blank">read more</a></p> http://wealthmanagement.com/blog/your-custodiantech-provider#comments People Technology Blogs ETFs High Net Worth The Daily Brief Mon, 29 Aug 2016 10:00:00 +0000 1297971 at http://wealthmanagement.com Merrill Lynch Faces Allegations of Labor Law Violations http://wealthmanagement.com/blog/merrill-lynch-faces-allegations-labor-law-violations <div class="node-body blog-body">Merrill Lynch sued for violating labor law, Head Investment Partners joins Triad and PMC Portfolio Navigator integrated into Envestment Advisor Suite.</div> <p><a href="http://wealthmanagement.com/blog/merrill-lynch-faces-allegations-labor-law-violations" target="_blank">read more</a></p> http://wealthmanagement.com/blog/merrill-lynch-faces-allegations-labor-law-violations#comments Industry Legal RIAs Technology Blogs The Daily Brief Fri, 26 Aug 2016 10:00:00 +0000 1296701 at http://wealthmanagement.com US Bank to Partner with FutureAdvisor on Robo http://wealthmanagement.com/blog/us-bank-partner-futureadvisor-robo <div class="node-body blog-body">U.S. Bank creating robo advisor with FutureAdvisor, the Grand Marnier family selling their $1 billion estate and Penn State professor killed over his will.</div> <p><a href="http://wealthmanagement.com/blog/us-bank-partner-futureadvisor-robo" target="_blank">read more</a></p> http://wealthmanagement.com/blog/us-bank-partner-futureadvisor-robo#comments Technology Blogs Estate Planning High Net Worth The Daily Brief Thu, 25 Aug 2016 10:00:00 +0000 1294661 at http://wealthmanagement.com Why Is Betterment Partnering With Uber? http://wealthmanagement.com/technology/why-betterment-partnering-uber <div class="node-body article-body">Uber's app for drivers now includes Betterment, but the partnership raises some questions. </div> <p><a href="http://wealthmanagement.com/technology/why-betterment-partnering-uber" target="_blank">read more</a></p> http://wealthmanagement.com/technology/why-betterment-partnering-uber#comments Technology Wed, 24 Aug 2016 20:17:00 +0000 1294801 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images From the Olympics to Wealth Management http://wealthmanagement.com/blog/olympics-wealth-management <div class="node-body blog-body">Former Olympians turning to wealth management for a second career, DriveWealth adds to its portfolio construction options and the battle over control of Viacom ends.</div> <p><a href="http://wealthmanagement.com/blog/olympics-wealth-management" target="_blank">read more</a></p> http://wealthmanagement.com/blog/olympics-wealth-management#comments Industry People Technology Blogs Estate Planning High Net Worth The Daily Brief Tue, 23 Aug 2016 10:00:00 +0000 1290861 at http://wealthmanagement.com Hedge Fund Robot Outsmarts Master as AI Passes Brexit Test http://wealthmanagement.com/alternative-investments/hedge-fund-robot-outsmarts-master-ai-passes-brexit-test <div class="field-byline"> Kathleen Chu and Komaki Ito </div> <div class="node-body article-body">If Nomura can succeed in Japan -- where central bank stimulus has upended markets, hedge funds are trailing global peers and institutional investors are notoriously risk averse -- it would offer hope for fledgling AI traders around the world.</div> <p><a href="http://wealthmanagement.com/alternative-investments/hedge-fund-robot-outsmarts-master-ai-passes-brexit-test" target="_blank">read more</a></p> http://wealthmanagement.com/alternative-investments/hedge-fund-robot-outsmarts-master-ai-passes-brexit-test#comments Technology Alternative Investments Mon, 22 Aug 2016 14:14:00 +0000 1290561 at http://wealthmanagement.com Copyright Kiyoshi Ota , Getty Images Don’t Avoid the Performance Talk http://wealthmanagement.com/client-relations/don-t-avoid-performance-talk <div class="field-byline"> Eric Clarke </div> <div class="node-body article-body">Eric Clarke believes advisors are doing clients a disservice by avoiding the “performance talk.” In this new series, the Orion CEO speaks with advisors firsthand about how they’re re-prioritizing performance reporting.</div> <p><a href="http://wealthmanagement.com/client-relations/don-t-avoid-performance-talk" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/don-t-avoid-performance-talk#comments Technology Client Relations Commentary Mon, 22 Aug 2016 08:00:00 +0000 1288481 at http://wealthmanagement.com CRM Can Be Your Sword And Shield In A Fiduciary World http://wealthmanagement.com/regulation-compliance/crm-can-be-your-sword-and-shield-fiduciary-world <div class="node-body article-body">With the fiduciary rule, CRM technology is more than just a good idea. </div> <p><a href="http://wealthmanagement.com/regulation-compliance/crm-can-be-your-sword-and-shield-fiduciary-world" target="_blank">read more</a></p> http://wealthmanagement.com/regulation-compliance/crm-can-be-your-sword-and-shield-fiduciary-world#comments Technology Regulation & Compliance Fri, 19 Aug 2016 15:44:00 +0000 1288741 at http://wealthmanagement.com Copyright Otto Greule Jr, Getty Images Rise of the Machines: Chinese Investors Flock to Robo Advisors http://wealthmanagement.com/technology/rise-machines-chinese-investors-flock-robo-advisors <div class="field-byline"> Elzio Barreto and Engen Tham </div> <div class="node-body article-body">Chinese retail investors are flocking to automated advice and trading programs, so-called robo-advisors, looking for affordable access to advice to improve returns.</div> <p><a href="http://wealthmanagement.com/technology/rise-machines-chinese-investors-flock-robo-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/technology/rise-machines-chinese-investors-flock-robo-advisors#comments Technology Thu, 18 Aug 2016 13:00:00 +0000 1282621 at http://wealthmanagement.com Copyright VCG, Getty Images Hearsay Social Launches Digital Marketing Dashboard http://wealthmanagement.com/technology/hearsay-social-launches-digital-marketing-dashboard <div class="node-body article-body">Hearsay 360 provides a single location for email, web, social and text communications, as well as analytics and predicative recommendations. </div> <p><a href="http://wealthmanagement.com/technology/hearsay-social-launches-digital-marketing-dashboard" target="_blank">read more</a></p> http://wealthmanagement.com/technology/hearsay-social-launches-digital-marketing-dashboard#comments Technology Wed, 17 Aug 2016 21:02:00 +0000 1282241 at http://wealthmanagement.com