More in Technology

  • May 12, 2015
    blog

    Investors Still Prefer Human Advisors Over Computers

    A majority of investors still aren't sold on "robo" advice solutions, according to a new survey from Schwab....More
  • May 7, 2015
    blog

    Envestnet Launches 'Advisor Now' To Help Advisors Embrace Robo Technology

    Envestnet is hoping its Advisor Now platform will help advisors embrace robo-technology and strengthen the digital connection with clients....More
  • May 6, 2015
    blog

    Envestnet Acquires Finance Logix

    Envestnet announced that it acquired Finance Logix, a company that provides goal-based financial planning software, for a mix of cash, stock and options....More
  • May 6, 2015
    The Daily Brief

    Diplomas Without Debt

    FutureAdvisor became the first robo-advisor to offer an automated college savings plan Tuesday when it launched the new “Diplomas Without Debt” service....More
  • May 4, 2015
    The Daily Brief

    Millennials, Boomers Not So Different After All

    Millennials and baby boomers may not have a lot in common, but when it comes to investing they're more alike than many think....More
  • Apr 28, 2015
    The Daily Brief

    Not Just Your Millennial’s Advisor

    A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools....More
  • Apr 27, 2015
    The Daily Brief

    All-Inclusive

    Wells Fargo and TIAA-CREF are among the top U.S. companies with the most diverse workforce. The two financial services instructions landed in the eleventh and thirty-seventh spots, respectively, on DiversityInc’s 2015 Top 50 Companies for Diversity....More
  • Apr 24, 2015
    blog

    Financial Services Ramping Up Spending On Cybersecurity

    Financial services and banks will spend $9.5 billion in 2015 to defend against hackers, second only to the government....More
  • Apr 24, 2015
    blog

    Three Financial Service Apps Available For Apple Watch

    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....More
  • Apr 24, 2015
    The Daily Brief

    Human or Robo?

    What happens when you put a robo portfolio next to that of a flesh-and-blood advisor? MarketWatch analyzes the differences....More
  • Apr 22, 2015
    blog

    Raymond James eSignature Fails to Catch On

    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....More

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