Technology

Welcome to the latest 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. Regardless of your risk number...

Robo newcomers bring little innovation, the Fed releases research on education and stock market participation, and Shannon Pike is named 2017 FPA president.

If 2016 was the year of data, 2017 is going to be the year data evolves into features that optimize advisor and client interactions

How do firms incorporate a digital advice platform without jeopardizing their current business model?

A new report suggests human advisors can beat the computers.

The shrinking population of female billionaires, Trump policies to help the wealth management industry, Betterment launches a podcast series and Amy Webber takes over as Cambridge CEO.

Executives from vendors companies reflect on the stories that drove wealth management technology in 2016, and predict what will dominate headlines in the coming year.

The key factors to consider when deciding on a technology platform, including compliance, auditing and security.

REITs may perform well in 2017, apathy could kill the advisory business, and the SEC warns investors about potential scams.

The future advisor will look much different.