SEC Accepting Comment on Inline XBRL Filing Requirements
In an effort to improve the quality of data regarding financial firms, the SEC proposed a rule that would require firms to submit financial statements and mutual fund summaries using inline XBRL.
Will Robo-Advisors Be Terminated?
The once great disrupters seem to have met their limitations. What should advisors expect from this technology now?
Balance Is Key to Advisor Tech, Client Service: Kitces
Financial planning, not client psychology or portfolio construction, are the true value-adds for advisors, Michael Kitces says.
JPMorgan Launches Digital Model Portfolios: Tech Roundup
JPMorgan announced on Tuesday that it has partnered with wealth management technology platform GeoWealth to give RIAs access to digital model portfolios.
Serving Affluent Investors With Robo, UMA Models: Celent
Tax management is a key area where UMAs and robo-advisors overlap.
Connected Capital: Financial Services in an Always-On World
To make the most of technology, RIAs must do more than simply offer online versions of offline practices.
eMoney Compliance Tool Goes Live: Tech Roundup
AdvisorStream, and SS&C also announced new integrations and updates this week.
Betterment Co-Founder to Step Down
One of Betterment’s founders is stepping away from the business to focus on building new companies.
Wealth Managers Using Tech to Catch Massive Asset Wave
There is an incremental increase of approximately $30 trillion in assets about to come online – a massive growth curve heading wealth managers’ way.
Synaps Successfully Tests Blockchain Loan Servicing: Tech Roundup
Synaps Loans announced on Thursday that it has created and tested a working blockchain solution for servicing syndicated loans.