Results for "technology"

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LPL expects its tech improvements to give advisers back an hour or more a day

August 20, 2019

LPL Financial president and CEO Dan Arnold says time is one of the biggest challenges facing financial advisers today. More specifically, a lack of time. Advisers spend 40% of their time on average on administrative and office tasks rather than...

Schwab hybrid robo sees early success with subscription pricing

August 19, 2019

Charles Schwab is seeing positive early results on the new subscription pricing model for its Intelligent Portfolios Premium digital advice product. According to Backend Benchmarking's latest report on robo-advisers, Schwab's hybrid model, which...

Defining the standard for data stewardship

August 15, 2019

When I founded Envestnet almost 20 years ago, my vision for the company was clear: to help independent advisers and financial institutions deliver better outcomes to their clients through cloud-based technology and related services. Data aggregation...

Investment in adviser fintech lowest since early 2018

August 13, 2019

Deals and funding into wealth management technology dipped in the second quarter of 2019, according to the latest Global Fintech Report issued by research firm CB Insights. Only 35 deals were made in wealth tech, which CB Insights uses to account...

What advisers can learn from the industry's early AI leaders

August 13, 2019

Financial services firms will have to fundamentally reconsider how humans and machines interact, both within their firms and with customers, if they want to take advantage of artificial intelligence technology, according to a new report from...

How to help clients avoid information overload

August 13, 2019

We live in a world of data overload. We are constantly being bombarded with information and messaging about how to think, act and even dream. The average American is on their smartphone for 5.4 hours per day. That is not even including the time...

Ladenburg Thalmann invests in impact investing startup

August 13, 2019

Ladenburg Thalmann's latest technology investment is going to Newday Financial Technologies, a startup focused on providing millennials with low-cost impact investing strategies. Newday is an asset management firm that develops investment funds...

Why we sold to Goldman Sachs

August 12, 2019

On July 16, the sale of United Capital to Goldman Sachs was consummated. One headline doesn't capture everything it took to reach that finish line: 14 years, 100 acquisitions, four capital raises, more than 700 employees hired and over $100...

Could Google get into fund management?

August 7, 2019

Silicon Valley has not been coy about its plans for Wall Street. Uber is planning a New York City office to develop financial technology products, Amazon and Apple are getting into the credit business, and Microsoft is partnering with BlackRock...

Tech to help advisers plan for more years of healthcare costs in retirement

August 5, 2019

Increasing lifespans mean consumers face more years of medical expenses in retirement. Add in the trends of rising healthcare costs and the burden of payment shifting to consumers from employers, and people need more help than ever managing...

Is your firm using the technology you need to succeed?

August 2, 2019

Think about the technology your firm currently uses. Does it satisfy your client reporting needs? Is client reporting an easy task, or is it frustrating, taking up more time and resources than it is worth? Within the last decade, Technology...

What recent Google and Salesforce acquisitions mean for the future of advice

August 2, 2019

This has been an active summer for technology giants acquiring data analytics startups. In June, Google purchased Looker for $2.6 billion and Salesforce bought Tableau for $15.3 billion. They are among the largest deals either tech giant has...

Understanding your digital strategy is the first step to dominating online

August 1, 2019

Financial portfolios are unique, and so are digital strategies for lead generation. Advisers have different options for marketing themselves online, and those options can be tailored to meet your unique goals. The first concept that every adviser...

IRS takes on cryptocurrencies

August 1, 2019

The Internal Revenue Service is going after more than 10,000 cryptocurrency holders who failed to report income and pay taxes, and not a single person should be surprised. Skirting the law isn't a bug in bitcoin, ethereum, litecoin or any of...

Clients Aren't Afraid of Technology. Are You?

August 1, 2019

Tech-Savvy Advisors Have More Clients, Higher Assets Than Old-School Peers Losing an assistant after four years with a practice might leave some advisors scrambling to keep up with scheduling and meeting preparations. Not Billy and Nick Vail...

Former Trump lawyer suing Envestnet Yodlee

August 1, 2019

Financial technology startup FinancialApps is suing Envestnet for an alleged multi-year scheme to steal proprietary technology and trade secrets. FinApps founder Bob Sullivan claims Envestnet (specifically, the Yodlee division) aimed to build...

Crypto tax avoiders face IRS roulette: Confess, or try to hide

August 1, 2019

More than 10,000 cryptocurrency investors face a decision as they open letters from the Internal Revenue Service informing them that they may owe taxes on their digital holdings. Should they quickly file amended tax returns correcting prior...

Super OSJ or small firm? What small and midsize practices should consider

July 31, 2019

Many small and midsize practices are leery of affiliating with a large firm because they fear that may result in getting lost in the shuffle. Indeed, when you are just a number in a sea of advisers, it can be challenging to get the type of support...

Orion bringing HSA data to portfolio management dashboard

July 30, 2019

Orion Advisor Services is adding health savings account data to its portfolio management software to satisfy a growing adviser appetite to offer clients financial advice on these tax-friendly investment accounts. The fintech company is partnering...

Capital One data hack puts financial advisers on high alert

July 30, 2019

The data breach at Capital One Financial involving more than 100 million people in the United States and Canada has given financial advisers a new reason to remind their clients about the need to take identity protection measures seriously....

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