Technology

Broker/dealer executives aren't comfortable with their firms' cybersecurity, Schwab survey finds everyday financial stress is a detriment to retirement planning, and Natixis' Managed Portfolio Advisors builds a flexible UMA platform for Securian...

As chief information officer, Michael Ragunas will lead the rollout of Cetera's Advice Architect Ecosystem.

A Corporate Insight study finds that robo startups still have better, more engaging websites than incumbent firms.

How Commonwealth is protecting data in the cloud, Fidelity sees blockchain as the future of finance and why Jeff Bezos' net worth has dropped.

Also this week: Orion integrates Quik!, Advicent partners with Envestnet and Wealth Access launches a business intelligence dashboard.

The idea that asset management is a mindless endeavor devoid of skill, art or judgement is a harmful one. Even cheap, automated strategies have varied outcomes. The humans behind the machines still matter.

Data-driven insights on how the financial-services firms are using social media to communicate with their clients.

Welcome to the July edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs-up or thumbs-down on the biggest pieces of news to hit advisor technology in the last month.

Even as investors like Josh Brown are lured by their price gains and volatility, the biggest institutions are reluctant to get in.

Advisors who segment their clients can personalize their service, grow faster, and earn more. Here are four steps to begin.