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It would not be a conference for wealth managers without a panel on robo advisors, where forward-thinking industry practitioners try to convince a skeptical audience that their conventional business model is being disrupted faster than they...
Online investment service Betterment announced Thursday that it’s moving beyond automated asset allocation with a new product that algorithmically generates retirement planning advice...
Robos are for everyone. | pxel66/iStock/Thinkstock
A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools. While wealthy m...
Everyone's welcome. | Copyright Justin Sullivan, Getty Images
Wells Fargo and TIAA-CREF are among the top U.S. companies with the most diverse workforce. The two financial services instructions landed in the eleventh and thirty-seventh spo...
In their quarterly Cybersecurity Market Report, Cybersecurity Ventures reported the financial industry will spend $9.5 billion on security in 2015, making it the largest non-government market...
The Apple Watch, Apple’s long-anticipated “smart watch,” shipped on Friday to customers who pre-ordered, and early adopters are busy exploring the 3,000 apps already available on the iTunes store. Some financial firms are betting that the wrist w...
Man vs. Machine
In the ongoing debate about robo-advisors, one argument that technology detractors like to fall back on is that an algorithm can’t provide the same service as a flesh-and-blood advisor. MarketWatch decided to put that idea ...
About 82 percent of advisors believe they have a clear understanding of what a robo-advisor is. Yet when describing what these things actually do, their answers vary widely, according to a recent survey by CLS Investments...
After rolling out the electronic signature capabilities in December, the leaders of Raymond James’ technology operations say advisors at the firm have been surprisingly slow to utilize the oft-demanded tool.
“Adoption was slow at the start,” ...
