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Fidelity, Schwab, TDA & BNY Mellon Deepening Fintech Offerings

When we read items like the one below, none of this surprises us one bit.  The integrated fintech offerings of the top 4 custodians...
outdated technology

Investment Managers Mostly Using Outdated Technology

So what's wrong about using old and (relatively) outdated technology from around 1996 in money management? Well, one thing for sure, it shows you...

TDA’s New Robo-Advisor

Note from the CEO: Big news. A firm with a new robo-advisor. Oh yeah, been there, done that, seen that….yawn. What can you say? Well,...

TDA & Scottrade Pen Deal

Note from the Publisher:  We were not able to report on this story yesterday, but we have previously had the pleasure of working with...

Riskalyze Robo-Platform Teams With TDA

Riskalyze and TD Ameritrade Institutional, one of the largest custodians to independent registered investment advisors, today announced that Autopilot, the robo-advisory platform for advisors...

TDA Institutional Targets GenX & Millennials

Note from the Publisher:  TD Ameritrade is featured twice on our site today, which we feel indicates they are doing some interesting, noteworthy things. ...
Insurtech

The Technological Revolution in Insurance

By Alexander Koles/Evolve Capital Partners InsurTech, an area of the insurance industry that captures new uses of digital technology, has attracted a great deal of...

WealthTech Cookbook: CRM Software Overview

By Vasyl Soloshchuk, CEO and Co-Owner at INSART Our series of WealthTech Cookbook articles explores various wealth-management components, explaining the importance of each. This time, we...
Bank

With the Rise of Cryptocurrencies, Banks May Become Obsolete

By Bill Taylor, Managing Editor Horse and buggies, steamboats, pay phones (and booths) have disappeared and now..........banks? Well sure, and it may already be happening...
Wealthtech

WealthTech Cookbook – Rebalancing Software Overview

By Vasyl Soloshchuk, CEO and Co-Owner at INSART Rebalancing software is an essential part of a typical wealth manager’s toolkit. With so many wealth-management companies...

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