Technology

Symmetry Partners, a turnkey asset management provider that has $7.4 billion in assets under management and advisement, launched a new microsite Monday with resources to help advisors find, market to and connect with female investors. The “Wo...

A sign of wealth. | Copyright Peter Macdiarmid, Getty Images Art and collectibles are becoming a more important aspect of wealth management, but less as an investment and more as preservation of capital. Seventy-eight percent of wealth man...

(Bloomberg) -- Robo-advisers might have more reasons to be worried about the next bear market than investors do...

What a catch! | Copyright Eliot J. Schechter, Getty Images Liberty Media Corp., owner of MLB franchise the Atlanta Braves, created a series of tracking stocks for the team last week, allowing shares to be traded on Wall Street. Unfortunate...

In the increasingly crowded marketplace of advisor technology, United Capital Financial Advisors has stood out with unique tools like its Money Mind analyzer, Honest Conversations exercise and client Guidebook...

About two years ago, after his assistant left his Marlton, N.J.-based advisory firm, Family Wealth Management, Martin Higgins found her duties mostly fell into three buckets: scheduling appointments, marketing compliance processes and answering t...

(Bloomberg View) - Humans have a terrible track record of predicting financial crises in time to fend them off. Some computer scientists think that algorithms might help...

Automated investment allocation platforms, the so-called robo advisors, have made a splash in the retail advisory world, but less so among workplace retirement plans. ...

But the perks are good. | Copyright Justin Sullivan, Getty Images You need a net worth of $6.3 million to feel “wealthy” in the San Francisco Bay Area, according to the people who live there. In order to feel just “financially comfortable...

When Envestnet gave an outline of how it plans to generate a return on the $590 million investment it made to acquire data aggregator Yodlee, the Chicago-based wealth management technology company said one strategy would be to sell Envestnet&rsquo...