Jemstep, Key Investment Services Partnering on Robo Platform
Jemstep is partnering with Key Investment Services, a subsidiary of KeyBank, on a digital advice platform.
Cetera Appoints New Information Officer
Cetera has appointed Michael Ragunas as chief information officer to help the organization develop and implement technology across all its lines of business.
Envestnet | Tamarac Adds Single-Sign-On for TD Ameritrade Institutional Users
The enhanced integration gives advisors easier access to data.
Orion Integrates With Web Form Provider
To keep up with the onboarding experience offered by robo-advisors, Orion is integrating with form automation provider Quik to streamline custodial and custom form processing.
Advicent Integrates With Envestnet
Advicent is integrating with Envestnet to offer its NaviPlan financial planning software through Envestnet’s wealth management platform.
Enhancing Your Business with SRI and Technology
Advisors are facing two industry revolutions: First, clients have embraced technology faster than the financial services industry can keep pace with it.
Do Your Clients Have Unreported Bitcoin Gains?
The IRS isn’t going to ignore property gains just because they only exist online.
Bitcoin Fork Sparks Optimism, but New Currency Has Skeptics
"A fork is a beautiful thing," one tech executive says of the cryptocurrency's recent split. But the new Bitcoin Cash could struggle to gain traction.
Bitcoin's 'Hard Fork' Is Good for Progress
The community supporting bitcoin has long tried to avoid a so-called "hard fork" splitting the currency in two. On Tuesday, it happened anyhow.
3 Obstacles to Collaboration Between Fintechs and Banks
Two or three years ago, “fintech” was a threatening concept that focused on disrupting established banks.