Technology

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  1. Articles

    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.

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    Sallie Krawcheck: Don't underestimate robo-advisers

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

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    TA Associates acquires Orion Advisor Services in NorthStar deal

    Boston-based private equity firm TA Associates announced on Monday that it is acquiring majority interest in NorthStar Financial Services and its nine subsidiary providers.

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    Adviser technology is now all about the client

    Concentration on costs and on tech's impact on profits is giving way to client concerns and overall productivity. (Don't miss: The 2015 Adviser Technology Study special report)

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    Brokers do a better job at cybersecurity than investment advisers: SEC

    Brokers do a better job at cybersecurity than investments adviser, according to the SEC.

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    Exclusive: Fidelity to acquire eMoney Advisor in major adviser-tech deal

    The Boston fund giant will acquire eMoney Advisor, a top financial-planning software manufacturer, in a move that could resonate as one of its most potent adviser-technology deals to date.

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    Wealthfront, Edelman clash on robo-advisers

    The old guard of wealth management clashed with the new as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with Adam Nash, the top executive at Wealthfront.

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    Client demand for simpler technology challenges independent broker-dealers

    An increasingly tech-savvy investor base is challenging independent broker-dealers to meet the demand for simple technology in a way that fits into the complexities of advisers' businesses and keeps investors' personal information protected. “The benchmark is being set, whether we like it or not,”

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    Have protocols in place to secure access to client data

    When it comes to the client data for which you're responsible, protecting clients' privacy and finances must come first.

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    Morgan breach offers universal data security lessons

    Advisers need to keep client data safe from internal hacks, not just those from outside cybercriminals.

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    Why advisers need to keep their human touch in the digital age

    New advances mean many things have been replaced, but we still need to take time to relate to each other.