Technology http://wealthmanagement.com/taxonomy/term/23661/more en Envestnet Q4 Earnings Beat Analyst Expectations http://wealthmanagement.com/technology/envestnet-q4-earnings-beat-analyst-expectations <div class="node-body article-body">Envestnet beat the street's expectations when it reported fourth quarter and full-year earnings on Friday. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/envestnet-q4-earnings-beat-analyst-expectations" target="_blank">read more</a></p> http://wealthmanagement.com/technology/envestnet-q4-earnings-beat-analyst-expectations#comments Technology Fri, 27 Feb 2015 22:25:00 +0000 796051 at http://wealthmanagement.com XY Planning Network Partners With Betterment http://wealthmanagement.com/technology/xy-planning-network-partners-betterment <div class="node-body article-body">XY Planning Network announced a new partnership with Betterment to allow advisors to focus on low-fee financial planning instead of investment management. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/xy-planning-network-partners-betterment" target="_blank">read more</a></p> http://wealthmanagement.com/technology/xy-planning-network-partners-betterment#comments Technology Fri, 27 Feb 2015 19:23:00 +0000 795921 at http://wealthmanagement.com A Promising Future for RCAP? http://wealthmanagement.com/blog/promising-future-rcap <div class="node-body blog-body">Can Nicholas Schorsch's company continue to thrive even in the wake of his departure and accounting errors at its sister company? One outside investor makes the case it can. </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/promising-future-rcap" target="_blank">read more</a></p> http://wealthmanagement.com/blog/promising-future-rcap#comments RIAs Technology Blogs Real Estate Retirement Planning The Daily Brief Fri, 27 Feb 2015 10:00:00 +0000 794511 at http://wealthmanagement.com Envestnet Gets into the Robo Business http://wealthmanagement.com/technology/envestnet-gets-robo-business <div class="node-body article-body">Chicago-based Envestnet is the latest to join the robo-advisor trend with its purchase of Upside, which has developed an automated, online financial planning and investment platform to be white-labeled by financial planners.</div> <div class="field-stocksymbols"> <span>Stock Symbols:&nbsp;</span> ENV </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/envestnet-gets-robo-business" target="_blank">read more</a></p> http://wealthmanagement.com/technology/envestnet-gets-robo-business#comments Technology Thu, 26 Feb 2015 14:41:00 +0000 794051 at http://wealthmanagement.com Americans Are Saving More … Or Are They? http://wealthmanagement.com/blog/americans-are-saving-more-or-are-they <div class="node-body blog-body">The average U.S. household savings rate increased from about 5 percent in 2013 to 6 percent in 2014, according to a new study by Hearts & Wallets. But that savings rate may be misleading.</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/americans-are-saving-more-or-are-they" target="_blank">read more</a></p> http://wealthmanagement.com/blog/americans-are-saving-more-or-are-they#comments Technology Blogs Equities Retirement Planning The Daily Brief Thu, 26 Feb 2015 10:00:00 +0000 793191 at http://wealthmanagement.com <p><em>Phil Ashley/Photodisc/Thinkstock</em></p> The Finserv Symphony http://wealthmanagement.com/blog/finserv-symphony <div class="node-body blog-body">A consortium of 15 financial services firms have poured $66 million into software company, Symphony, which is developing secure messaging, chat and email capabilities</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/finserv-symphony" target="_blank">read more</a></p> http://wealthmanagement.com/blog/finserv-symphony#comments RIAs Technology Blogs Strategies The Daily Brief Tue, 24 Feb 2015 10:00:00 +0000 790541 at http://wealthmanagement.com <p>Copyright Mary Turner, Getty Images</p> Driving Adoption of Mobility in Investment Management http://wealthmanagement.com/strategies/driving-adoption-mobility-investment-management <div class="field-byline"> Todd Gottula </div> <div class="field-deck"> Investment management firms have so far proceeded with caution on mobile technology. Now, with rapid technological developments, their clients and employees are driving change </div> <div class="node-body article-body">Investment management firms have so far proceeded with caution on mobile technology. Now, with rapid technological developments, their clients and employees are driving change</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/strategies/driving-adoption-mobility-investment-management" target="_blank">read more</a></p> http://wealthmanagement.com/strategies/driving-adoption-mobility-investment-management#comments Technology Strategies Investment Mon, 23 Feb 2015 16:17:00 +0000 790391 at http://wealthmanagement.com laorsomsri/iStock/Thinkstock Not So Equal Pay http://wealthmanagement.com/blog/not-so-equal-pay <div class="node-body blog-body">Based on the Current Population Survey from the Bureau of Labor Statistics, women working as personal financial advisors earned 61.3 percent of what their male counterparts earned in 2014.</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/not-so-equal-pay" target="_blank">read more</a></p> http://wealthmanagement.com/blog/not-so-equal-pay#comments Industry RIAs Technology Blogs The Daily Brief Mon, 23 Feb 2015 10:00:00 +0000 788791 at http://wealthmanagement.com <p><em>Christos Georghiou/iStock/Thinkstock</em></p> FinTech Investment Expected To Double In 2015 http://wealthmanagement.com/blog/fintech-investment-expected-double-2015 <div class="node-body blog-body">New research expects global investment in financial technology to double to $19.7 billion in 2015. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/fintech-investment-expected-double-2015" target="_blank">read more</a></p> http://wealthmanagement.com/blog/fintech-investment-expected-double-2015#comments Technology Advisor Intelligence Thu, 19 Feb 2015 21:41:00 +0000 787511 at http://wealthmanagement.com Hearsay Launches New Predictive Website Product http://wealthmanagement.com/technology/hearsay-launches-new-predictive-website-product <div class="node-body article-body">Hearsay Social rolled out a new set of tools on Thursday, giving advisors the ability to build advanced websites using intelligent web analytics that notify when clients experience major life events.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/hearsay-launches-new-predictive-website-product" target="_blank">read more</a></p> http://wealthmanagement.com/technology/hearsay-launches-new-predictive-website-product#comments Technology Thu, 19 Feb 2015 14:30:00 +0000 787091 at http://wealthmanagement.com <p>View of the advisor dashboard interface within Hearsay Social&#39;s new Predictive Social Suite.&nbsp;</p>