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.
IBM Releases Watson-Powered Regtech Software
IBM has launched a suite of regtech products powered by Watson, IBM’s artificial intelligence platform, to help financial services firms manage their growing compliance responsibilities.
FINRA Launches Innovation Outreach Initiative
FINRA has established an Innovation Outreach Initiative in an effort to better understand how advances in financial technology affect the industry.
Redtail Ditches 'One-Star' App for New Mobile Experience
For many years, Redtail Technology focused on having a responsive website rather than focusing on its mobile app, and as a result the app suffered.
How Much Traction Do Robo Hybrids Have With Investors?
Hybrid advice offerings can help firms add younger clients and serve older clients’ more complex needs.