Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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'Big Data' Fueling Transformation in Asset Management

Jun 20, 2017

Smart beta and factor investing are two examples of how big data is transforming the investment landscape.

Tech-Savvy Advisors Are Outperforming Their Peers

Jun 20, 2017

The latest Fidelity data shows these "eAdvisors" have higher AUM and more HNW clients.

A CFA Test in a Fintech World?

Jun 20, 2017

What the CFA test would look like in the land of robos, report shows how blockchain can revolutionize client onboarding, and HoyleCohen merges with Libbie Agran.

With Fiduciary Rule Uncertainty, Quality Management Software Brings Clarity

Jun 20, 2017

How QMS technology can ensure advisors stay on the right side of the new DOL rule.

NYC Morgan Stanley Team Heads To Merrill Lynch

Jun 16, 2017

Two Morgan Stanley advisors leave for Merrill Lynch, Socratic Wealth Advisors joins LPL and Orion adds Moody's bond ratings to its portal.

Wealthfront Pivots To Embrace Smart Beta

Jun 16, 2017

Despite criticizing competing robos for including smart beta strategies, Wealthfront is now offering them through Advanced Indexing.

How One Firm Found 147 Percent ROI With Salesforce's Financial Services Cloud

Jun 15, 2017

An independent researcher commissioned by Salesforces quantified the benefits of one firm's experience implementing the cloud-based CRM.

How to Achieve Digital Transformation

Jun 14, 2017

Disruption is occurring. Here are steps to plot your path.

Pershing Builds On Open API Strategy, AI For Advisors

Jun 14, 2017

Technology enhancements first announced at last year's INSITE conference will be on display at this year's, starting today.

SS&C Said to Contact Private Equity to Gauge Interest in Buyout

Jun 14, 2017

The company’s management team has so far failed to move beyond preliminary talks with buyout firms, which have balked at SS&C’s high valuation

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Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more. For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.