Websites and email communications are mainstream among financial advisors, but far from ubiquitous, according to research firm Aite Group. The most common reason is restrictions from the firm, but other advisors still doubt that investments in di...
Another insurance company is buying a financial services technology startup.
John Hancock announced Tuesday that it acquired Guide Financial, a San Francisco-based company that creates automated financial planning tools, for an undisclosed amo...
Investor communications and technology company Broadridge Financial Solutions will purchase a unit of Thomson Reuters Lipper to expand its enterprise data and analytics capabilities for mutual fund manufacturers, ETF issuers...
It seems cold calling is not as dead as the industry would like to think.
In a recent post on the popular Humans of New York website, photographer Brandon Stanton captured a moment with AXA advisor Mike Grady, who candidly spoke about the stru...
YCharts, a Chicago-based financial data startup, announced Monday that it raised another $6 million in venture capital funding from a group led by Morningstar. The latest round brings YCharts’ total capital raised to $14.5 million...
Five years later, just over a third of investors recognize the certified financial planning certification unassisted, up from 17 percent who could when the organization’s massive brand awareness launched in 2011.
The Certified Financial Planne...
There’s a limit to how much people are willing to rely on technology to help with their investments, according to a new report from Charles Schwab, which recently released an automated portfolio allocation service.
Schwab, which launched retai...
