Orion Forms New Partnership to Launch Tech, Marketing Platform for TAMPs
AdvisoryWorld and Mineral Interactive join the portfolio accounting software provider to create customized solutions.
Advisor Group Selects Jemstep to Build Integrated Tech Platform
The new platform, expected at the end of 2017, will bring robo capabilities to traditional advisors.
Men, Millennials Driving Rise of Fintech
Fintech adoption among consumers has surged globally over the past 18 months — in the U.S. it’s doubled since 2015 — and an average of 33% of digitally active consumers across 20 markets now use fintech.
Natixis Completes First Transaction on Blockchain Platform: Tech Roundup
Natixis announced Wednesday that investors have successfully purchased shares on its blockchain-based fund distribution platform, FundsDLT.
Cash Hangs On in Evolving Payments Landscape
Despite an increasing number of ways to pay for goods and services, consumers still use cash, a survey by Blumberg Capital found.
What Financial Firms Can Learn From the Geek Squad
Advisors are generally satisfied with the digital and web support available from partners and product providers, but the most tech-savvy advisors find support services lacking.
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.