Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » FinTech » Robo-advisors

Robo-advisors

 1 2 3 4 5 6 7 8  

We're 5 Years From A 'Big Shift' To Robos, Says AI Specialist

by

AI may eventually transform the wealth management industry, but its immediate impacts will be subtle.

During Volatility, Clients Are More Likely To Hire Advisors Who Use Model Portfolios

by

WisdomTree research suggests that when properly described, the end investor finds model portfolios attractive.

New CFP Board Rules May Herald Start Of Advisor Tech Standards

by

A CFP Board technology standard requiring advisors to exercise "reasonable care" takes effect June 30.

SMArtX Adds Advisor Access To Pre-IPO Markets Via TAMP

by

Via a deal with broker-dealer HedgeCo Securities, advisors using SMArtX will be able to access private markets.

The Pandemic Outbreak Made Advice Go Digital

by

And it might not go back.

DriveWealth Strikes Deal To Power Online Banking Roboadvisor EasyVest

by

EasyVest will be distributed by banks and credit unions, with DriveWealth providing trading, clearing and custody.

Smartleaf Partners With IDX Insights In Bid To Expand Direct Indexing

by

The partnership begins with the launch of several new directly-indexed models across U.S. and international stocks.

The Alarming Rise Of Algorithms As Heroes Of The Stock Recovery

by

The stock markets' re-emergence shows the reliance on tech.

The Tumultuous First Quarter Weighed On Robo-Advisor Portfolios, Too

by

SigFig, Fidelity Go and Axos Invest offer the best long-term performing robo-advisor portfolios.

Technology Is Bridging The Gap For Advisors During The Pandemic

by

But outbreak-caused outages may forever change how they do business.

Snappy Kraken Responds To Covid-19 With Price And Service Adjustments

by

Snappy Kraken, an automated marketing and advertising platform for financial advisors, has retooled its business model to help clients during the Covid-19 pandemic.

Motif Investing Announces Plans To Shut Down In May

by

Motif Investing will shut down on May 20, according to a company announcement.

Apex Product Launch Process Takes Page From Big Tech

by

Apex Clearing announced it is introducing a streamlined product launch cycle.

Ant, Vanguard Target 900 Million Users With China Robo-Advisor

by

Vanguard and Ant Financial are rolling out a new robo-advisor to target the Chinese fintech giant’s 900 million users.

Working From Home A Cybersecurity Headache For Employers

by , ,

As companies send employees home, cybersecurity teams are facing the challenge of securing vulnerable networks.

AI Is Not The Advisor's Bogeyman

by

Artificial intelligence needs to be embraced—not feared—by financial advisors, according to CFP Board's Jack Brod.

M1 Finance Rockets To $1B AUM

by

M1 Financial has hit the $1 billion mark in client assets, the money management platform says.

Don’t Blame The Quants For Monday’s Stock Rout, Blame The Humans

by

Human investors, not quantitative algorithms, led the market declines on Monday.

WealthTech Weekly: Orion, LPL, Frontier Wealth Management, Salesforce, RightCapital And More

by

RightCapital's RightPay allows advisors to collect planning fees via credit card payments.

4 Questions With Sheryl O'Connor Of WealthConductor

by

Sheryl O’Connor is founder and CEO of WealthConductor, which offers the software-as-a-service (SaaS) IncomeConductor.

 1 2 3 4 5 6 7 8