Technology

Annual reports are increasingly digital - and less relevant. 

The next generation? | Comstock Images/Stockbyte/Thinkstock Financial advisors should fear not just the current iteration of robo advisors, but also what they could become, writes Russ Alan Prince for Forbes. He said that while robo adviso...

Morgan Stanley has poached a Charles Schwab executive who led the company’s robo advisor team...

When it comes to cybersecurity, independent broker-dealers lag the wider industry on utilizing basic safeguards to protect customer information and prevent fraudulent activity. ...

Keep calm. Four major banks in the U.K. – Barclays, Royal Bank of Scotland, Lloyds Banking Group and Santander – are developing their own robo advisors aimed at mass-market consumers. According to The Financial Times (subscription required...

Fund and asset managers are still failing to meet standards when it comes to their websites, according to a new report from Swiss research firm MyPrivateBanking Research...

Just before it went on holiday recess, Congress passed the Cybersecurity Information Sharing Act (CISA) of 2015, which provides legal protection to companies voluntarily sharing information about cyber threats with the government. The bill was...

Americana. This weekend Sotheby’s will be auctioning off what it deems the “greatest collections of Americana ever assembled” on Saturday and Sunday in New York. The items are part of a collection assembled by Irvin and Anita Schorsch, the...

Over half of investors still say alternative investments remain a “mystery,” but 47 percent say they wish they knew more. It's a good opportunity for advisors to step in, according to Affiliated Managers Group, which recently polled nearly 1...

​Invesco joined BlackRock, Vanguard, Fidelity and Charles Schwab on the growing list of traditional asset management firms that have adopted some form of online advice strategy. ...