Technology

  1. All
  2. Articles

Watch breaking news videos and read news updates about Technology on investmentnews.com

  1. Articles

    Ready to engage robo-shields. Make it so.

    Report recommends advisers reconsider fees and boost client experience in battle with robo-advisers.

  2. Articles

    Catching the next technology wave

    The convergence of broadband wireless, Internet accessibility, smartphones and all the services that get wrapped around them is dramatically changing the way consumers interact with businesses and vice versa. Known as the “mobile Internet,” this fourth major technology wave is creating ...

  1. Articles

    Wells Fargo Advisors names mobile and online chief

    American Express and J.P. Morgan Asset Management vet McConnell tapped to lead new position at WFA Digital.

  2. Articles

    Getting serious about how you use mobile technology

    As smart phones and tablets become the norm, winging it no longer makes the cut; you need policies and procedures for running a mobile business. Here are some tips.

  3. Articles

    How to grow an advisory business with technology

    Tech may not drive an adviser's profitability, but it's essential to building a practice

  4. Articles

    How technology is transforming financial advice: Schwab's Hathi

    Mobile lifestyles, evolving models and new competition for the delivery of advice are driving big changes in the RIA business.

  5. Articles

    Biting the tech bullet

    Despite scarce resources, advisers are increasingly boning up on technology, or hiring young employees more comfortable with it.

  6. Articles

    Survey results draw a picture of tech-savvy advisers

    Leading trends include greater use of compliance software, a re-balancing response to robo advisers and figuring out mobile.

  7. Articles

    Robo startup will work with advisers exclusively

    UpsideAdvisor.com's platform is designed to attract mass affluent interested in low-cost investing, but who may also want access to advisers' investment advice.

  8. Articles

    Advisers seek balance between client service and automation

    Effective communication takes place when the receiver interprets the sender's message in precisely the fashion in which the sender intended it, according to The American College's “Fundamentals of Financial Planning” textbook.

  9. Articles

    Teaming up takes 24/7 pressure down

    Talk about client expectations in the age of always-on connectivity. Milad Taghehchian, a wealth management adviser with Pioneer Wealth Group, recalls a client who needed help one weekend setting up a surround-sound system at her home. She texted an associate at Mr. Taghehchian's firm and asked her

  10. Articles

    Be a robo-adviser, the human way

    Personalized financial advice should take cues from the robo-adviser trend/

  11. Articles

    SIFMA warns investors will pay for Finra CARDS plan

    SIFMA chief Bentsen says new rules will mean either higher fees or fewer services.

  12. Articles

    Industry icon is enthusiastic about technology

    Harold Evensky is an icon. The co-founder of Evensky & Katz Wealth Management is an influential champion of the fee-only, planning-first business model that's increasingly shaped the way financial advice is delivered to mom-and-pop investors. But you knew all that. What might be less well-known is

  13. Articles

    HD Vest launches tax analysis tool for advisers

    The 1040 Analyst tech tool matches individual client data to tax-advantaged financial strategies.