Financial Technology

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  1. Choosing the Best Platform for Your Advisor Website

    Advisors should ask these five questions before choosing a website platform.
  2. How math made John McAfee the man he is today

    Before founding McAfee associates, launching the world's best known anti-virus software and becoming embroiled in a South ...
  3. 5 Ways Financial Advisors Can Improve Website Content

    Having well written content on your web site is crucial. Here are five tips to get you started.
  4. Brandon Thomas on Merging Tech & Financial Advice

    Brandon Thomas, Co-Founder and CIO, Envestnet | PMC, discusses merging new technology with financial advice.
  5. Distributed Applications (ĐApps)

    Distributed Applications are software applications that are stored mostly on cloud computing platforms and that run on multiple ...
  6. Basics of Algorithmic Trading: Concepts and Examples

    Algorithmic trading makes use of computers to trade on a set of predetermined instructions to generate profits more efficiently ...
  7. Satoshi Nakamoto

    The name used by the unknown creator of the protocol used in the bitcoin cryptocurrency. Satoshi Nakamoto is closely-associated ...
  8. Robos & Financial Advisors: Cooperation Not Competition

    Instead of seeing robo-advisors as a threat, traditional financial advisors should embrace them.
  9. 6 Ways SEO Can Improve an Advisor's Website

    Using effective keywords goes a long way toward improving a website's SEO.
  10. How Fintech Is Disrupting Wealth Management

    Fintech's disruption of wealth management is good news for advisors who choose to adapt.
  11. The Top 7 Website Mistakes Financial Advisors Make

    Advisors need to avoid these seven deadly sins when designing a website.
  12. Starbucks Upgraded by Stifel on Comps Growth

    Research firm Stifel Nicolaus has upgraded Starbucks to a buy, seeing grow over next four quarters.
  13. Alibaba’s Ant Financial Merges With helloPay

    Ant has reached an agreement to merge with and rebrand Lazada's helloPay payment platform.
  14. Microsoft Office Incorporates Blockchain Technology (MSFT)

    An add-in for the company's ubiquitous Office software package will make use of Stampery, a blockchain timestamping service.
  15. Robo-Advisor (Robo-Adviser)

    Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no ...
  16. Fintech Under Trump: What Regulatory Changes Mean for You

    Will Trump’s administration try to repeal Dodd-Frank, or simply change financial regulations?
  17. Ant Financial Dispels MoneyGram Security Fears (BABA, MGI)

    Ant Financial today published an open letter to the MoneyGram fold to allay the security fears raised by U.S. officials on ...
  18. 5 Ways Your Software Might Not Meet Fiduciary Standards

    Many advisors are finding their technology doesn't meet their needs to uphold a fiduciary standard.
  19. MoneyGram Sale to Chinese Firm Could Be Security Risk: US Officials (MGI, BABA)

    U.S. officials are concerned that the sale of U.S. money transfer company MoneyGram to Chinese online payment platform Ant ...
  20. Big Banks Are Missing the Equity Trading Bonanza (MS, JPM)

    Equity trading at big U.S. banks has fallen 13% despite higher volumes and big index price swings.
  21. How Tech Is Improving the Advisor's Sales Process

    Advisors should learn to balance personal service with the convenience that technology provides.
  22. Geolocation

    Geolocation is the ability to track a device’s whereabouts using GPS, cell phone towers, WiFi access points or a combination ...
  23. Better Alternative Trading System (BATS)

    Better Alternative Trading System (BATS) is a U.S.-based stock exchange offering investors equities, options, and foreign ...
  24. Wells Fargo to Launch Robo-Advisor in June 2017

    Wells Fargo is preparing to enter the robo-advisor field with the launch of its service in 2017.
  25. Fintech: What Advisors Can Expect in 2017

    Here's how the value of fintech is quickly changing the financial services industry.
  26. The Pros and Mostly Cons of Robo-Advisors

    Robo-advisors aren't equipped to handle disruptive life events or complex tax situations.
  27. What Is Blockchain and Why Should I Care?

    While Bitcoins are still new and very volatile, the blockchain technology used shouldn't be ignored.
  28. Goldman, T. Rowe Price Target Average Investors With Robos

    Two more big financial institutions are planning on joining the robo-advisor ranks.
  29. Opinion: Fintech Will Require Regulation

    A national charter to address responsibility and compliance among fintech innovators may bring much needed oversight.
  30. Jon Stein on Building Betterment

    As the CEO and founder of Betterment, Jon Stein has a vision for the future of digital financial advice.
  31. 3 Reasons Why Advisors Need to Embrace Fintech

    Advisors can reap many benefits if they evolve and adapt to the fintech revolution.
  32. eIDV (Electronic Identity Verification)

    eIDV is the use of information in public and private databases to quickly confirm whether an individual is who they claim ...
  33. Mass Payment

    Mass Payment is a method of paying multiple recipients online simultaneously.
  34. Micro-Investing Platform

    A micro-investing platform is an application that allows users to regularly save small sums of money.
  35. The Importance of Client Journey Mapping

    Mapping an effective client journey helps engage clients and provides effective services.
  36. Robo & Financial Advisors: The Best of Both Worlds

    Robo-advisors and financial advisors can provide complementary benefits to many investors.
  37. Behavioral Analytics

    Behavioral analytics is an area of data analytics that focuses on providing insight into the actions of people.
  38. The DOL's Fiduciary Rule Requires a Holistic Approach

    Here's why complying with the DOL's fiduciary rule should begin with a holistic approach.
  39. Robinhood

    Robinhood wants to level the financial markets playing field with its free stock and ETF trading platform.
  40. Business Intelligence (BI)

    Business intelligence (BI) refers to the procedural and technical infrastructure that collects, stores and analyzes the data ...
  41. EdTech

    EdTech refers to software designed to enhance teacher-led learning in classrooms and improve students' education outcomes. ...
  42. No Shoring

    No shoring refers to situations where companies bring business functions back to their home jurisdictions only to automate ...
  43. Wealthsimple

    In a few short years, Wealthsimple conquered the robo-advisor arena in Canada. It's now taking on U.S. millennial investors.
  44. Quantitative Trading: Is It For You?

    Quantitative trading is a trading strategy based on mathematical computations.
  45. Open Banking

    Open Banking is a system that provides a user with a network of financial institutions’ data through the use of application ...
  46. Growth of Hybrid Robo-Advisors to Outpace Pure Robos

    A recent study projects hybrid robo-advisors will manage 10% of all investable assets by 2025.
  47. Buying a House Remotely: A Step-by-Step Guide

    Buying a home remotely can be a good option for a variety of reasons. The important thing is to find a good real estate agent ...
  48. Cadre

    Cadre employs a sophisticated platform for users to manage the real estate investment process.
  49. 25 Companies That Offer Robo-Advisor Services

    Here's a round-up of the most well-known robo-advisors and what they offer.
  50. How Tech Helps RIAs Like Alexandria Capital Grow AUM

    Many financial firms are leveraging technology to achieve rapid growth. Here's how.
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Hot Definitions
  1. Retirement Planning

    Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve ...
  2. Drawdown

    The peak-to-trough decline during a specific record period of an investment, fund or commodity. A drawdown is usually quoted ...
  3. Inverse Transaction

    A transaction that can cancel out a forward contract that has the same value date.
  4. Redemption

    The return of an investor's principal in a fixed income security, such as a preferred stock or bond; or the sale of units ...
  5. Solvency

    The ability of a company to meet its long-term financial obligations. Solvency is essential to staying in business, but a ...
  6. Dilution

    A reduction in the ownership percentage of a share of stock caused by the issuance of new stock. Dilution can also occur ...
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