Technology http://wealthmanagement.com/taxonomy/term/23661/more en Most Age-Based 529s Courting Market Timing Risk http://wealthmanagement.com/blog/most-age-based-529s-courting-market-timing-risk <div class="node-body blog-body">A large percentage of age-based portfolios using a static approach, women in the board room and improvements to client onboarding for MaxMyInterest</div> <p><a href="http://wealthmanagement.com/blog/most-age-based-529s-courting-market-timing-risk" target="_blank">read more</a></p> http://wealthmanagement.com/blog/most-age-based-529s-courting-market-timing-risk#comments Technology Blogs Business Planning College Planning The Daily Brief Fri, 27 May 2016 10:00:00 +0000 1194371 at http://wealthmanagement.com You’re Worth It http://wealthmanagement.com/blog/you-re-worth-it <div class="node-body blog-body">Investors find value in professional advice, Fidelity’s Managed Account platform hits $150 billion and why advisors should not be friends with clients.</div> <p><a href="http://wealthmanagement.com/blog/you-re-worth-it" target="_blank">read more</a></p> http://wealthmanagement.com/blog/you-re-worth-it#comments Industry Technology Blogs Client Relations The Daily Brief Thu, 26 May 2016 10:00:00 +0000 1193131 at http://wealthmanagement.com Funding for Venture Capital-Backed Fintech Startups Is Poised to Hit a Record in 2016 http://wealthmanagement.com/technology/funding-venture-capital-backed-fintech-startups-poised-hit-record-2016 <div class="field-byline"> Julie Verhage </div> <div class="node-body article-body">Funding for venture-capital backed fintech firms will exceed last year’s total by 36 percent if companies continue to raise money at the same rate as in the first quarter.</div> <p><a href="http://wealthmanagement.com/technology/funding-venture-capital-backed-fintech-startups-poised-hit-record-2016" target="_blank">read more</a></p> http://wealthmanagement.com/technology/funding-venture-capital-backed-fintech-startups-poised-hit-record-2016#comments Technology Wed, 25 May 2016 13:30:00 +0000 1192701 at http://wealthmanagement.com maxkabakov/iStock/Thinkstock Wells Fargo To Announce Robo Advisor Partnership By End-June http://wealthmanagement.com/technology/wells-fargo-announce-robo-advisor-partnership-end-june <div class="node-body article-body">Wells Fargo &amp; Co plans to announce an investment and strategic partnership tied to robo advisor-type offerings by the end of the second quarter, its wealth management chief said on Tuesday.</div> <p><a href="http://wealthmanagement.com/technology/wells-fargo-announce-robo-advisor-partnership-end-june" target="_blank">read more</a></p> http://wealthmanagement.com/technology/wells-fargo-announce-robo-advisor-partnership-end-june#comments Technology Wirehouse Wed, 25 May 2016 12:06:00 +0000 1192111 at http://wealthmanagement.com Copyright Justin Sullivan, Getty Images Money Mistakes of the Super Rich http://wealthmanagement.com/blog/money-mistakes-super-rich <div class="node-body blog-body">The super rich make the same investing mistakes as the rest of us, Ryan Parker named Edelman CEO and FolioDynamix hires chief delivery officer.</div> <p><a href="http://wealthmanagement.com/blog/money-mistakes-super-rich" target="_blank">read more</a></p> http://wealthmanagement.com/blog/money-mistakes-super-rich#comments People Technology Blogs High Net Worth The Daily Brief Wed, 25 May 2016 10:00:00 +0000 1191931 at http://wealthmanagement.com Envestnet Answers the Yodlee Question http://wealthmanagement.com/technology/envestnet-answers-yodlee-question <div class="node-body article-body">Anil Arora explained how advisors can take advantage of his company's data aggregation capabilities. </div> <p><a href="http://wealthmanagement.com/technology/envestnet-answers-yodlee-question" target="_blank">read more</a></p> http://wealthmanagement.com/technology/envestnet-answers-yodlee-question#comments Technology Tue, 24 May 2016 15:03:00 +0000 1190851 at http://wealthmanagement.com Robo Advisor SigFig Raises $40 Million from Investors Including UBS, Eaton Vance http://wealthmanagement.com/technology/robo-advisor-sigfig-raises-40-million-investors-including-ubs-eaton-vance <div class="field-byline"> Julie Verhage </div> <div class="node-body article-body">SigFig Wealth Management LLC has become the latest robo-advisor to raise new funding, tapping investors including UBS Group AG and Eaton Vance Corp. for $40 million at an undisclosed valuation.</div> <p><a href="http://wealthmanagement.com/technology/robo-advisor-sigfig-raises-40-million-investors-including-ubs-eaton-vance" target="_blank">read more</a></p> http://wealthmanagement.com/technology/robo-advisor-sigfig-raises-40-million-investors-including-ubs-eaton-vance#comments Technology Tue, 24 May 2016 13:27:00 +0000 1191411 at http://wealthmanagement.com <p>SigFig CEO Mike Sha</p> NY Lawmaker Warns on U.S. Financial Security After SWIFT Attacks http://wealthmanagement.com/technology/ny-lawmaker-warns-us-financial-security-after-swift-attacks <div class="node-body article-body">Recent hacks of international banks through the SWIFT messaging system raise serious questions about cyber-related risks to U.S. firms, Representative Carolyn Maloney wrote in a letter to the country's top banking regulators.</div> <p><a href="http://wealthmanagement.com/technology/ny-lawmaker-warns-us-financial-security-after-swift-attacks" target="_blank">read more</a></p> http://wealthmanagement.com/technology/ny-lawmaker-warns-us-financial-security-after-swift-attacks#comments Technology Tue, 24 May 2016 10:51:00 +0000 1190921 at http://wealthmanagement.com <p>U.S. Rep. Carolyn Maloney, D-N.Y., is&nbsp;the senior Democrat on a House subcommittee on capital markets.</p> Copyright Andrew Burton, Getty Images SWIFT Tells Banks to Share Information on Hacks http://wealthmanagement.com/technology/swift-tells-banks-share-information-hacks <div class="field-byline"> Tom Bergin </div> <div class="node-body article-body">International financial messaging service SWIFT told clients on Friday to share information on attacks on the system to help prevent hacking, after criminals used SWIFT messages to steal $81 million from the Bangladesh central bank.</div> <p><a href="http://wealthmanagement.com/technology/swift-tells-banks-share-information-hacks" target="_blank">read more</a></p> http://wealthmanagement.com/technology/swift-tells-banks-share-information-hacks#comments Technology Mon, 23 May 2016 11:16:00 +0000 1189381 at http://wealthmanagement.com Copyright Sean Gallup, Getty Images Guardians of the Financial Galaxy http://wealthmanagement.com/blog/guardians-financial-galaxy <div class="node-body blog-body">Visa and Marvel partner on financial planning comic, Genworth develops aging experience robot and the need for a mobile-friendly website.</div> <p><a href="http://wealthmanagement.com/blog/guardians-financial-galaxy" target="_blank">read more</a></p> http://wealthmanagement.com/blog/guardians-financial-galaxy#comments Industry Technology Blogs Marketing The Daily Brief Fri, 20 May 2016 10:00:00 +0000 1188281 at http://wealthmanagement.com