Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.
With strong indications that the Federal Reserve will hike interest rates in September, noted short-seller Bill Fleckenstein is getting ready to jump back into business. Fleckenstein told CNBC that the Fed's hands-off policy with the economy ...
Aug 4 (Reuters) - The U.S. Senate will consider a cybersecurity bill this week that would make it easier for corporations share Americans' personal information with each other or the government, Senate Majority Leader Mitch McConnell said on Tues...
When it comes to estate planning, very little has been mentioned about bitcoin. While bitcoin is subject to wills and revocable living trusts like any other asset, there are some special considerations.
Click to Enlarge
Maybe it's not the technology that gives robo advisors an edge in the marketplace. Maybe it's trust. Mike Kane, a co-founder of Hedgeable, says he is confident in his company because of how little trust most people have in...
Despite tremendous growth in automated investing technology, there are still many advisors not willing to cede control of clients’ portfolios to a so-called robo advisor.
But they would be making a mistake to completely eschew new technology...
Nowadays, if you are not posting informational videos, tweeting about the latest trend, or marketing your services on your own customized website, you are likely losing potential business opportunities. A recent study by Cogent Reports noted that...
LPL Financial is promising their advisors can grow their business up to 41 percent if they utilize the firm’s technology solutions, including its ClientWorks platform...
Where there is one, there could be many. | Norrabhudit/iStock/Thinkstock
When it comes to evaluating stocks during earnings season, Fagan Associates applies the cockroach theory to any hint of bad news: “Where you find one cockroach, there...
The conventional wisdom on automated investing platforms revolves around getting an advisor's hooks into millennials, the generation that loves technology, distrusts the financial industry, and has accounts too small to advise efficiently without...
