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Mint Alternatives: More Tools To Manage Your Money

Mint Alternatives: More Tools To Manage Your Money | Global Analytics | Scoop.it
Mint.com revolutionized how we budget. Now, rivals offer must-see Mint alternatives that manage everything from monthly bills to million-dollar portfolios.
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As tech booms, the doors to the Wealthfront open

As tech booms, the doors to the Wealthfront open | Global Analytics | Scoop.it
Palo Alto company KaChing has reinvented itself as Wealthfront, an Internet-based service that is gunning for financial advisors and financial advisor fees.

Via Chuck Sherwood, Senior Associate, TeleDimensions, Inc
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Hey Andrew check this out.

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AnalyticsInnovations's curator insight, November 6, 2013 8:03 AM

The big data is changing the dynamics.

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Tech Survey 2015: What's New Now? - Financial-Planning.com

Tech Survey 2015: What's New Now? - Financial-Planning.com | Global Analytics | Scoop.it
As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.
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Schwab's New Robo-Advisor - Investopedia

Schwab's New Robo-Advisor - Investopedia | Global Analytics | Scoop.it
Schwab may not be the first company to offer a robo-advisor, but it's sure to make a big splash. Here's what it'll look like.
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There Are Now 69,560 Americans Worth $30M or More

There Are Now 69,560 Americans Worth $30M or More | Global Analytics | Scoop.it
States with the most ultra-high net worth individuals: http://t.co/RLwJE8tYW2 http://t.co/fwhnAVQgdt
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Charles Schwab Introduces Its Robo-Advisor: Is This The Next Big Thing In ... - Forbes

Charles Schwab Introduces Its Robo-Advisor: Is This The Next Big Thing In ... - Forbes | Global Analytics | Scoop.it
This announcement comes in the wake of various online-investment advisers and digital investment advisers that have sprung up and led large brokerage firms such as Schwab, Ameritrade and Fidelity to respond.
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eVestment: Equity strategies post first quarter of inflows in more than 2 years

eVestment: Equity strategies post first quarter of inflows in more than 2 years | Global Analytics | Scoop.it
Institutional equity strategies experienced net inflows for the first time since the first quarter of 2012, eVestment's quarterly report on global institutional asset flows shows.
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Which Robo Advisors Will Survive?

Which Robo Advisors Will Survive? | Global Analytics | Scoop.it
New tech-driven startups have upended the financial advice market. Now they just have to get through the coming shake-out.

Via AdvisoryQuest
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WealthManagement.com | Home

WealthManagement.com | Home | Global Analytics | Scoop.it
Managing the Issues of Ultra-High-Net Worth Clients | High Net Worth content from http://t.co/E0FA8ZwMcd http://t.co/2lt0DKWZoy
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Your money: Is a robo-adviser right for you? - Dubuque Telegraph Herald

Your money: Is a robo-adviser right for you? - Dubuque Telegraph Herald | Global Analytics | Scoop.it
If you're just starting out and have a tiny (or nonexistent) investment portfolio, getting the help of a financial adviser has traditionally been out of the question. Advisers often have account minimums or fees too high for small portfolios.
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Wealthfront Closes A Big New Round As Competitors Crowd The Wealth Management Market

Wealthfront Closes A Big New Round As Competitors Crowd The Wealth Management Market | Global Analytics | Scoop.it
The automated wealth management firms (known as "robo-advisors") that are bringing algorithmically enhanced services to the stodgy world of retirement..
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Rate of Change - Financial-Planning.com

Rate of Change - Financial-Planning.com | Global Analytics | Scoop.it
Technological shifts happen quickly. The industry finally seems to have noticed.
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Which Robo Advisors Will Survive?

Which Robo Advisors Will Survive? | Global Analytics | Scoop.it
New tech-driven startups have upended the financial advice market. Now they just have to get through the coming shake-out.
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Wall Street's Plan to Bring Back the Retail Investor

Wall Street's Plan to Bring Back the Retail Investor.
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6 Ways to Lure Clients Graduating From Robo-Advisors - ThinkAdvisor

6 Ways to Lure Clients Graduating From Robo-Advisors - ThinkAdvisor | Global Analytics | Scoop.it
When investors outgrow automated advice, they’re going to look for a certain kind of advisor.
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Why Choose a Managed Account?

Part 3 in a series. This brief video will explain what is a managed account and what it can do to help increase your retirement savings. We discuss Target-Da...
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Super-rich control $30tn of global wealth, or 40 percent of world GDP - study

Super-rich control $30tn of global wealth, or 40 percent of world GDP - study | Global Analytics | Scoop.it
About 13 percent of global wealth of adults is concentrated in the hands of 0.004 percent of the population, according to a new study. And the trend is set to continue with the number of high net worth individuals reached a record 211,275 in 2014.

Via Enzo Calamo
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