Technology & Communications

Technology & Communications (38)

Vanguard, Others Ban Their Ads from Breitbart

Automation has resulted in advertising for Vanguard appearing on alt-right publication Breitbart, even though the mutual fund giant has policies that prohibit it from marketing on political websites. So reports The New York Times.

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Robo-Advisor to Try to Attract Muslim Customers

The Farringdon Group Private Wealth Managers plans to launch its Algebra robo-advisor, which will comply with Shariah law for Muslims and be available across the globe. So reports Banking Technology. Read more...

Cyber Security is a High Stakes Matter

Concerns over data security continue to escalate as reports about highly visible cyber breaches pepper the news media. For financial advisors, cyber breaches can be high stakes blunders that can expose clients to identity theft and financial hardships.

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Fidelity Launches Robo-Advisor

Fidelity has launched Fidelity Go, which is the firm’s own version of a robo-advisor, but unlike competing products that rely only on algorithms, the new service uses both technology and a team of portfolio managers for making investment decisions. So reports Barron's. Read more...

Can Your Clients View Your Content on Their Phones and Tablets?

Online market gurus have been forecasting rapid growth of web surfers connecting to cyberspace with smartphones and tablets and a decrease in the use of desktops and laptops. Now, recent data suggests the use of such portable devices has exploded, which underscores the need for advisors to ensure that their websites are well equipped to handle smartphone and tablet traffic. Read more...

Wells Fargo is Developing Robo-Advisory Service

Wells Fargo appears to be the latest advisory firm to embrace the “if you can't beat them, join them” approach to robo-advisors. So reports Wealth Management. Read more...

How July's Microsoft Windows Update May Impact Advisors

Microsoft is scheduled to launch Windows 10 on July 29. The news is being celebrated by PC users who are hoping that the operating system will eradicate many of the frustrating issues with Windows 8 that have led to sharp criticism of Microsoft. Read more...

CNBC: How to Beat Robo-Advisors

With stiff competition from robo-advisors, financial planners need to be more strategic about the services they offer and keep in mind that stock selection and asset allocation services will no longer serve to differentiate their practices. So reports CNBC.

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How to Strengthen the Weakest Link in Data Security

Businesses spend billions of dollar annually on shoring up their cyber security, yet even the best technology won’t thwart hackers if employees aren’t properly trained on procedures that can safeguard data.

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