Technology

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Powering Up

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Enthusiasm for renewable energy is expanding and so are the investment options.

CFA Chief's Message To Fund Industry: 'Work Harder For Less'

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A five-year run of virtually uninterrupted stock-market gains in the U.S. and Europe has boosted assets under management but done little to lift margins for stock pickers who face tech competition.

32 Million Workers, Retirees Could Be Vulnerable From Hack To Fed Personnel Department

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The Office of Personnel Management data breaches by Chinese hackers could affect 32 million federal workers and retirees, House Oversight Committee Chairman Jason Chaffetz (R-Utah) warned Wednesday.

Pardon The Disruption

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Five keys to communicating the value of personalized investment advice in the era of robo-advisors.

Study: Millennials Still Wary Of Traditional Financial Firms

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A recent study suggests that among millennials, almost half would consider eschewing traditional financial firms for a digital alternative.

TD Ameritrade Wraps Up Conference With Cybersecurity Warning

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The former chairman of the House Permanent Select Committee on Intelligence warned advisors about powerful nation-state actors that threaten world cybersecurity.

In The Event Of An Emergency: Are You Tech Ready?

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Many RIAs are now on the hook for assuring clients that their systems will run at all times, regardless of circumstances.

Federal Workers, Retirees Told What To Do About Chinese Cyberattack

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Federal workers and retirees whose Social Security numbers and other financial information may have been stolen by Chinese hackers were given a roadmap to protect themselves Thursday night.

Pershing, Marstone Plan Advisor-Friendly Robo Advisor

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Pershing is partnering with Marstone, a company offering digital financial tools and services, to roll out a robo-advisor service designed to help advisors self-brand later this year.

Study: Robos Are No-Gos For Most Advisors

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According to Pershing, only 19 percent of advisors say digital advice and robo-advising technologies will help them.

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