Technology

With 21 percent of the workforce now made up of Millennials - those between the ages of 25 to 34 -- advisors may want to put a bit of muscle into acquiring these prospects.

Copyright China Photos, Getty Images 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...

Key Technology Issues You Need to Consider When Going Independent

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...

"We are trying to build Google."

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...