Technology

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  1. Articles

    Charles Schwab's client portals suffer system-wide outage

    Brokerage claims that technical issues that caused a system-wide outage were not caused by volume or external factors, and the problem was fixed in time for market open.

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    In the wake of BlackRock's FutureAdvisor deal, which independent robo-adviser will be bought next?

    As robo M&A heats up, it's not necessarily about the specifics of the technology offering, but rather the speed to xmarket for the acquirer — and the right price tag.

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    Newest robo-adviser targets female investors

    The just-launched automated investment platform was created for women skeptical of the financial services industry.

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    Salesforce seeks to disrupt adviser-facing CRM market with launch of wealth management portal

    The provider currently offers only an overlay for the financial services sector, but soon will have a full spread of software for advisers.

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    Envestnet is the industry's 800-pound tech gorilla

    Envestnet says it wants to be advisers' one-stop shop for investment services and technology. So far, it has been willing to put its money where its mouth is.

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    Many advisers are moving on from Apple to adopt another tablet brand

    Survey shows that Microsoft's Windows tablets are gaining popularity among wealth-management professionals as iPads begin to lose their dominance.

  5. Articles

    Get ahead of the worsening news on the IRS data breach

    An email to clients is warranted as the number of citizens exposed in the tax hack triples.

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    If you build your own robo, will clients come?

    Advisers can try the do-it-yourself model to compete with automated investment services.

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    Vanguard login flap showcases battle of cybersecurity vs. convenience

    Advisers, this is why it's better to err on the side of caution — even if your firm's login and password-recovery processes are annoying.

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    Orion, Advizr integration ramps up competition among financial-planning software providers

    As robos become more commonplace, sophisticated tech can set advisers apart.

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    Envestnet deal puts personal financial data aggregation center stage

    With the firm's latest acquisition of Yodlee, advisers are reminded to take advantage of big data in clients' accounts.

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    FTC investigation finds glitch to blame in Morgan Stanley data breach

    Morgan Stanley won't face Federal Trade Commission action as a result of a data breach that compromised information of some 350,000 clients.

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    It's early days for most robos eyeing the 401(k) market

    As Financial Engines & Wells Fargo announce their partnership, there are only a handful of automated investment services competing for defined contribution retirement plan participants.

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    Vendors respond to advisers' lack of tech-savviness with educational resources

    Junxure is the latest CRM system provider to roll out elearning tools for users.

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    Your opinion matters — take our tech product survey

    It's that time of year again, when InvestmentNews reaches out to advisers and asks you to take a survey on the top technology products that you use. More than 1,100 advisers participated last year, ranking their favorite client relationship management (CRM) system providers, their usage of various