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Critics of factor investing, and there are many, often claim the results of back-tested studies used to prove the worth of strategies built around a stock’s momentum, size or value are really just “mini...
Bill Harris, co-founder and CEO of personal finance platform Personal Capital, doesn't characterize his firm as a robo-advisor.
But what is a “robo advisor? What's really the difference between the “digital advice” platforms, the “digital-ena...
Advisors should be concerned about robo-advisor platforms, Pershing Advisor Solutions CEO Mark Tibergien told WealthManagement.com. The digital advice platforms have the threat of “disintermediating their business and doing it at a lower cost,” T...
The sunglasses didn't make it into the exhibit. | Photo by Jim Tweedie
Museum-goers would probably love to see Eli Whitney’s cotton gin or a singing baby doll invented by Thomas Edison. But what about fuzzy dice and two Beanie Babies previ...
Pershing LLC announced a new strategy to help advisors embrace technology at its annual INSITE 2015 conference in Orlando, Fla.
Calling it a “digital enablement strategy,” Pershing wants to go beyond digital advice by equipping advisors with r...
Despite the hype, advisors are not sold on the idea of using robo-advisor platforms in their business. In fact, only 19 percent believe digital advice can complement their practice, and only 5 percent of advisors are using the platforms, accordin...
Beware of Google's droids. | Copyright Justin Sullivan, Getty Images
Financial technology is booming. CB Insights reported that global investment in fintech companies grew from $4 billion in 2013 to $12 billion in 2014. The majority of tha...
Wells Fargo advisors now will be able to utilize functions such as financial planning tools, client account data and product research from their tablet devices.  ...