TD Ameritrade Furthers Technology Integration Mission
According to CEB Tower Group, the No. 1 technology investment being made by wealth management firms these days is in client onboarding and new account opening.
Plante Moran Adopts RiXtrema Fiduciary Tool: Tech Roundup
RiXtrema has added Plante Moran Financial Advisors, a registered investment advisor with over $11.9 billion in assets under management, to its list of customers.
Advisor Software Launches New Behavioral Risk Tool
A new wealth management tech provider aims to improve the suggestions advisors make to their clients by with more robust behavioral finance profiling tools.
Beware of Big Claims About Big Data
The power of big data is not in the data you collect, but the patterns you identify, says Stephen DiFranco of The IoT Advisory Group.
The Case for Crypto in Impact Investing
Bitcoin and blockchain go beyond just digital currency, according to venture capitalist Jalak Jobanputra.
Riskalyze Goes Live With Autopilot Platform
The platform lets advisors build model portfolios and assign them to client accounts, then automatically makes trades across multiple custodians.
Pershing’s New Advisor Tech Experience
AI, chatbots and facial recognition are all on deck in Pershing’s revamped NetX360 workstation.
Cetera Rolls Out Insurtech Solution: Tech Roundup
Cetera Financial Institutions announced on Tuesday that it is rolling out a new portal designed to help its advisors simplify insurance purchasing for clients.
4 Ways Robo-Advisors Improve Client Onboarding
A recent report by Corporate Insight examined the client onboarding process at several leading digital advice platforms.
Why IBM’s Watson Regtech May Not Be Right for Advisors
AI is “whatever five years from now we’ll think is normal,” according to Brian Clark of Ascent.