Technology

Wealthfront announced Tuesday on its blog that it would lower its account minimum from $5,000 to $500. Wealthfront said the second generation of its Direct Indexing technology, which automatically creates a portfolio of ETFs based on account siz...

Coming soon ... | dragan vasiljevic/hemera/Thinkstock A new report by the World Economic Forum examines how fintech is changing the financial services industry. As we’ve seen in the advisory space with the rise of online advice platforms...

The first step in adopting an automated platform is deciding which one to use.

Global assets in alternative investments are expected to grow from $11.3 trillion today to $15.3 trillion by 2020, according to a new report by PwC. The growth will be driven primarily by increased participation from sovereign investors, who ...

Here come the bride ... | Copyright Yana Paskova, Getty Images Friday’s Supreme Court decision to extend marriage equality nationwide could have a significant financial impact. A Williams Institute study found that legalizing same-sex marr...

Click to Enlarge When it comes to investing, many people think regionally, according to research compiled by Openfolio. Investors on the West Coast are 20 percent more likely to own technology stocks like Apple and Facebook, while those in...

Independent registered investment advisors are optimistic about the state of the industry after a six-year bull market, according to new research from Charles Schwab Advisor Services, and firms named the adoption and integration of new technology...

AutoPilot, an automated asset management platform from CLS Investments and Riskalyze, officially went live Thursday...

The one on the right is the responsible one. | Copyright Robin Marchant, Getty Images The financial follies of famous athletes have been widely documented over the years, with millions lost due to disastrous investments, excessive gambling...

Investment advisory firms say cybersecurity is the hottest compliance topic, and yet, the number of firms falling victim to attacks is on the rise. Approximately 15 percent of RIAs surveyed in the 2015 Investment Management Compliance Testing ...