Technology

With a clear focus on upgrading the client experience, eMoney Advisors revealed a major overhaul of its client portal and announced that it would be unbundled from its financial planning tools. Financial planning is still at the core of eMoney...

The Technology Tools for Today (T3) conference started Wednesday, with more than 600 data scientists, tech experts and advisors gathering in Ft. Lauderdale, Florida, to learn about the current state of wealth management technology and where it...

Learning ETFs through the art of animation. Looking for a new way to help investors better understand ETFs? BlackRock's ETF shop iShares is hoping a new animated series of educational videos will be more helpful than your typical whitepape...

With an ever-increasing amount of technology vendors vying for wealth managers’ budgets, it can be confusing and often intimidating for the registered investment advisor trying to find a new tool that works and is affordable. ...

This year advertisers paid a total of $377 million, nearly $5 million for each 30-second slot during Sunday’s Super Bowl game, up from the $4.5 million paid last year. Like in years past, consumer brands like Snickers, Doritos and Budweiser m...

Still worrying. | Copyright Mario Tama, Getty Images Seven years after the financial crisis, investors are still skittish even though they concede the recovery has gone well. In a recent survey of over 2,600 affluent and high net worth inv...

One criticism of digital advice services, both the direct-to-consumer “robo advisors” and the white-label version built for advisors, is their inability to handle investment strategies beyond ETFs, mutual funds, or equities...