FinTech
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FinTech Report FinTech
 

July 15, 2016

How Data Visualization Will Change Wealth Management

Michael Snizek

Data could have the biggest impact on wealth management since Excel.

FULL ARTICLE


Compliance Not Keeping Pace With Advisors' Digital Demands

Ryan W. Neal

Firms' processes for digital archiving isn't keeping up with modern communication like text messaging and social media.

FULL ARTICLE


Robo Advisor Betterment Hits the $5 Billion Mark

Julie Verhage | Bloomberg

Betterment LLC has surpassed $5 billion in assets under management, the first independent robo-adviser to do so.

RELATED: 
Morgan Stanley Analyst: Robo Advisers One of the Major Threats to Industry
 

FULL ARTICLE


Custody Market's Evolution Leaving Private Wealth Managers Behind

Scott Sumner

As global custodians have grown in scale following a period of consolidation and rapid innovation, RIAs and family offices are finding that an automated and impersonal custody offering actually cuts against the value proposition they offer to clients.

FULL ARTICLE


 

FINTECH REPORT CARD

Welcome to the June edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month.

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