Technology

LPL CIO Fetter: Fax machines, Rolodexes belong in a museum, not an office

The Technician

The Aggregator

Wells Fargo Advisors brought on the force behind the user experience at AmercianExpress.com to head up the brokerage’s digital strategy. Devon McConnell, Head of WFA Digital As head of Wells Fargo Advisors Digital, Devon McConnell will be res...

The Profiler

So called “robo advisors,” startups that have made big bets that individual users will increasingly get financial advice, portfolio strategies and clear performance metrics directly from online platforms, are gaining steam. Assets in...

Online tools that perform specialized computations for estate, retirement and financial planning

Early markets at almost 100 percent adoption of new Merrill Lynch One platform

The emergence of so-called “robo-advisors” – online platforms that provide investors with analytical tools for creating their own financial plans and investment portfolios – has been creating a ripple of concern within the...

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