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Technology news, trends and analysis.

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The SEC’s Best Interest Rule Doesn’t Go Far Enough

Sep 21, 2018

U.K. Fintech Startup Cleo Raises $10 Million After Entering U.S.

Sep 21, 2018

Learn about estate planning strategies for art and collectibles

Sep 21, 2018

SEC Indicts Husband and Wife of World Tree Financial for “Cherry-Picking” Scheme

Sep 20, 2018

A Free Digital Scratch Pad for Breaking Away, Tool from TDAI Helps Advisors Envision a Shop of Their Own

Sep 20, 2018

Featured

Aretha Franklin Died Without a Will

Aug 22, 2018

Billions Star Maggie Siff Now Front Woman For Betterment

Aug 15, 2018

Justin Tuck Is Now a Goldman Sachs VP

Jul 09, 2018

Jeff Bridges' Tax Break

Aug 24, 2018

Highlights

U.K. Fintech Startup Cleo Raises $10 Million After Entering U.S.

Sep 21, 2018

It’s better to be an AI-powered chatbot than a bank, says the company’s CEO.

Envestnet Adds More Annuities to Insurance Exchange

Sep 21, 2018

Envestnet still expects to launch the offering before 2019.

Overheard at the Wealth Management Industry Awards Tech Roundtables

Sep 21, 2018

Tech leaders sound off on a range of topics at WealthManagement.com’s tech roundtable event.

Tech Trends & Insights

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Sep 21, 2018

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Sep 21, 2018

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A Free Digital Scratch Pad for Breaking Away, Tool from TDAI Helps Advisors Envision a Shop of Their Own

Sep 20, 2018

RIA Economic Evaluator, the first tool to integrate FA Insight benchmarking, helps advisors determine how much revenue they might be missing out on.

RightCapital’s Betterment Partnership Hints at Advisor Numbers, Growth

Sep 20, 2018

Following their technical integration last year, RightCapital and Betterment are teaming up to provide financial incentives for advisors using both.

Don’t Lose Your Clients’ Cryptocurrency in Cyberspace

Sep 20, 2018

Investing in cryptocurrencies may be speculative, but investing in an estate plan to protect cryptocurrency assets should never...

Square Considering Investments, Savings Products

Sep 19, 2018

Square already processes payments, extends small business loans and has a debit card offering via its Cash App.

iCapital Buys Bank of America Alt Feeder Fund Ops

Sep 19, 2018

iCapital will be managing behind-the-scenes operations for certain Merrill Lynch and U.S. Trust accounts.

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Sep 19, 2018

Helping advisors select and monitor appropriate investments

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3 Best Practices for Maximizing the Power of UMAs

Sep 18, 2018

Where traditional UMAs fall down, a new breed of enhanced UMAs stand up.

Robo Advisor qplum Adds Wharton Professor, Ex-Goldman Sachs Portfolio Manager

Sep 18, 2018

Targeting institutional assets, qplum’s personnel additions signal new growth goals.

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