Wells Fargo Robo Pilot Set for Summer; Rollout for Late 2017
The service, to be called Intuitive Investor, aims to bring in new, younger clients to its wealth management unit.
SS&C, Jemstep Announce New Partnerships: Tech Roundup
SS&C Technologies has partnered with Aon Insurance Managers to launch a joint platform that will simplify insurance-linked securities valuation.
SEC Issues Guidance for Robo-Advisors, Investors
Robos are fiduciaries under the Advisers Act, SEC says.
Blockchain Group Anticipates Wider Adoption in 3-5 Years
Financial firms will increasingly adopt blockchain technology in the post-trade space over the next three to five years, according to a survey.
Fintech Innovation Picks Up the Pace
If you want to know the state of affairs in advisor technology, be sure to make the annual trek to Joel Bruckenstein’s Technology Tools for Today (T3) conference.
Riskalyze Rolls Out Automated Platform, New Products: Tech Update
Riskalyze announced a plethora of new products at the Technology Tools for Today conference in Garden Grove, California, on Wednesday.
eMoney Advisor Unveils Virtual Reality, Optimized Marketing Tools
EMoney debuted a virtual simulation at T3 conference on Wednesday that helps advisors explain how they will interact with clients and the eMoney platform.
Baseball, Apple Pie and Robo-Advisors: US Dominates Robo Market
A report found adoption of robo-advisor services is heavily concentrated in the United States, with less than 1% of respondents in the UK, Germany and France using a robo.
In the Eye of the Perfect Storm, the Future Is Forms
If the financial advisory industry had the equivalent of meteorologists, they would be ringing alarm bells.
Vanguard Announces Location for New Innovation Center: Tech Roundup
Vanguard announced on Thursday the location of the new Innovation Center in Philadelphia.