Integrated and paper free: How technology can streamline account opening and transfers
The good news? Your firm has just signed up a major new customer, who wants to move all his assets to your platform from another broker/dealer.
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Are New Robos Using Dubious Comparisons to Lure Clients?
New robo-advice platforms such as Ellevest seem to be suffering from the same marketing pitfalls as their traditional counterparts.
The Fintech Revolution Isn’t Over — It’s Been Co-Opted by Incumbents
Established financial firms are getting in on the game of innovation in fintech.
Schwab’s Robo Outperformed Rivals in Third Quarter
Schwab Intelligent Portfolios outperformed 19 other robo-advisors in the third quarter for portfolios composed of a 60/40 stock/bond mix.
My Favorite FinTech From FinCon 2017
I just got back from Dallas, Texas, where I attended FinCon, the world’s largest financial content expo.
Could Robo-Advisor Assets Surpass BlackRock?
A report by Deloitte projects a spectacular rise in the amount of assets managed on digital platforms over the next eight years.
Artificial Intelligence Investing Gets Ready For Prime Time
AI is a branch of computer science that aims to create intelligent machines that teach themselves.
