Technology

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  1. Articles

    Will the LearnVest-Northwestern Mutual deal lead to a culture clash?

    Deal bodes well for fin tech firms, robos, but it's uncertain whether the indie financial planning service can keep its culture going forward.

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    Take that, Schwab: Wealthfront to expand free tax-loss harvesting

    In yet another response to Charles Schwab & Co.'s retail robo-adviser, Wealthfront will begin offering daily tax-loss harvesting to accounts of all sizes for free in April.

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    Schwab keeps forced cash allocation for newly announced advisers' robo

    The custodian will require institutional users of its robo-platform to hold a certain amount of assets in cash. (See also: 10 top robo-advisers to watch)

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    Know the cyberrisks to thwart them

    There's more to cybercrime than stealing client data, such as reputational risks to your brand

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    The smoke and mirrors of stock repurchase plans

    Breakfast with Benjamin: These plans are all the rage, but whether they provide any benefits to shareholders is a whole different issue.

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    Robo rumpus gets vicious

    The battle between robo-advisers and Charles Schwab & Co. is heating up. Online investing companies like Betterment and Hedgeable have jumped in to rally against Schwab Intelligent Portfolios, the discount broker-dealer's new retail robo-adviser. The arguments have spanned across the web on blog ...

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    Wealthfront CEO accuses Schwab of deceiving investors with 'free' new robo

    Adam Nash says Schwab is straying from its original values to profit from hidden costs.

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    As Apple Watch details emerge, what's in it for advisers?

    As Apple gets ready to take the wraps of its much-anticipated smart watch, financial advisers — and some of the companies that work with them — see a bigger role for wearable technology in the years ahead.

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    Schwab to launch adviser robo in Q2; consumer version unveiled today

    Charles Schwab & Co. will unveil its white label online platform for advisers in the second quarter.

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    Wealth Access integrates with MoneyGuidePro

    A personal financial management platform is streamlining its process with the financial planning software MoneyGuidePro.

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    Fidelity combines clearing and custody units, creates tech division

    Fidelity Investments combined its clearing and custody units on Tuesday and created a new technology division. Fidelity Clearing and Custody will be headed by Sanjiv Mirchandani, the president of National Financial. The combined clearing and custody units ended 2014 with $1.5 trillion in assets

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    Integration is the next big thing

    Vendors, most of whom are competitors, increasingly work together, allowing advisers to move easily between platforms and, in some cases, to share relevant data.

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    Some advisers still not following social media movement

    As many in the industry endorse the merits of online networks, some are bucking the trend by eschewing LinkedIn and Twitter altogether.

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    Taxes might not be the main reason U.S. companies are relocating overseas

    Breakfast with Benjamin: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.

  13. Articles

    Sallie Krawcheck: Don't underestimate robo-advisers

    Sallie Krawcheck says online advice industry is filling a gap in the marketplace.