Investment technology

Wealth management

JPMorgan shuttering robo-advisor citing low profits

Come the second quarter of 2024, JPMorgan Automated Investing will be no more.

By Justin L. Mack

December 12
Voices How mobile-app-happy investors are driving the 24-hour trading cycle

Millennials facing middle age are remapping the trading landscape, but don't count out web-based apps just yet.

August 1

Michael Sprachman

Devexperts
The RIA custodian helping power your growth

Reimagine with possible in wealth management with Betterment for Advisors, an end-to-end RIA custodian helping advisors scale their practices and deliver a high-quality, personalized client experience. By combining our technology with an advisor's personal touch, we can help you grow your business.

Partner Insights from Betterment
Regulation and compliance

Robo-advisor Betterment to pay $9 million for overpromising tax strategies

Regulators accused the investment tech company of costing customers millions of dollars by not reducing their capital gains liability.

By Dan Shaw

April 18
On-Demand Web Seminar Financial Planning Advances in Tech Event Spring 2023

See the latest technologies that will help you navigate the new wealth management landscape and position your firm and its products at the forefront of the industry.

Sponsor Content from Betterment
Voices How much portfolio access is too much for clients?

Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.

February 3

Patrick Noonan

Advisor360°
Analyze, compare, and optimize your investment strategy in minutes with Fidelity Portfolio Quick Check®

Fidelity Portfolio Quick Check is an on-demand portfolio construction tool designed to give you quick, actionable insights to help improve your portfolio. Watch this exclusive demo, and discover the solutions it provides.

Partner Insights from Fidelity Investments
On-Demand Web Seminar Serving your business clients and your bottom line

According to a recent survey by Arizent Research/Financial Planning, advisors report that their business clients’ revenues were down 69%.

Sponsor content from ADP
Voices Best practices for leveraging tech during the coronavirus era

Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.

July 13

Fred Duden

Broadridge Financial Solutions
Client relations

UBS sees spike in digital engagement. Could it be the new normal?

The firm may have crammed five years worth of user adoption into a single month.

By Andrew Welsch

April 28