The SEC’s division of investment management and its office of investor education and advocacy have issued guidance for the financial services industry and for investors, respectively, regarding the use of robo-advisers, which the commission defines as “registered investment advisers that use computer algorithms to provide investment advisory services online with often limited human interaction.” There… Read More >>
Fiserv’s Unified Wealth Platform Embraces the Robot
(Editor’s note: A provider of an array of financial technology solutions, Fiserv is partnering with Marstone, a New York-based digital advisory firm, to provide the Powered by Marstone suite of digital investment advice solutions. The suite will be offered via Fiserv’s Wealth Management Network. FTF News was lucky to get time with Cheryl Nash, president… Read More >>
What’s on Your List of Silver Linings?
Perhaps the only consensus that we can reach is that 2016 has been a very challenging year on every front from global and presidential politics to an ongoing death march by beloved celebrities. To a large extent, elections and celebrity deaths have been set in stone by demographics, a little luck, personal choices and maybe… Read More >>
