Technology en 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="" target="_blank">read more</a></p> Technology Fri, 01 Jul 2016 15:33:00 +0000 1225811 at Copyright Spencer Platt, Getty Images North Americans Want Robo Advice From 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="" target="_blank">read more</a></p> RIAs Technology Blogs Mutual Funds The Daily Brief Fri, 01 Jul 2016 10:00:00 +0000 1224851 at 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="" target="_blank">read more</a></p> Technology Thu, 30 Jun 2016 20:41:00 +0000 1224861 at Auto Enrollment Boosting 401(k) 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="" target="_blank">read more</a></p> Industry Technology Blogs Retirement Planning Valuations The Daily Brief Thu, 30 Jun 2016 10:00:00 +0000 1223501 at TD Ameritrade Unveils New Integration Capabilities at 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="" target="_blank">read more</a></p> Technology Wed, 29 Jun 2016 17:42:00 +0000 1223311 at Ten Questions to Ask Candidates on 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="" target="_blank">read more</a></p> Legal Technology Blogs Retirement Planning The Daily Brief Tue, 28 Jun 2016 10:00:00 +0000 1220891 at Florida Passes Fiduciary Access to 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="" target="_blank">read more</a></p> Technology Estate Planning Public Mon, 27 Jun 2016 20:03:00 +0000 1221061 at maxkabakov/iStock/Thinkstock 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="" target="_blank">read more</a></p> Technology Hedgeable Mon, 27 Jun 2016 19:27:00 +0000 1221041 at The 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="" target="_blank">read more</a></p> Industry Technology Nerd's Eye View Mon, 27 Jun 2016 11:01:00 +0000 1220271 at davincidig/iStock/Thinkstock 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="" target="_blank">read more</a></p> Technology Blogs Client Relations Estate Planning Retirement Planning The Daily Brief Mon, 27 Jun 2016 10:00:00 +0000 1218951 at