Joyce Hanson
InvestmentNews
New York, NY, United States
Contact Joyce
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Past articles by Joyce:
Custodians jump into the robo game
New tech offerings designed to help advisers compete against online investment managers. → Read More
Former Stratton Oakmont broker charged with fraud
SEC says Anthony Coronati used phony tech investments to fund a Caribbean vacation and plastic surgery. → Read More
SEC hits record enforcement actions in fiscal 2014
Mary Jo White credits aggressive enforcement and technology, but some question her regulatory zeal. → Read More
Betterment launches robo-adviser for advisers
Digital investment management firm Betterment on Wednesday announced the launch of an automated “robo-adviser” for traditional advisory firms, with Fidelity Institutional Wealth Services among the first to sign up for the platform that connects advisers and clients online. Called Betterment Institutional, the platform is now in beta, with 25 advisory firms using it, said Jon Stein, Betterment's… → Read More
New Fidelity CEO Abigail Johnson wants to be 'accessible to advisers'
Abigail Johnson, successor at the privately owned, family-run company, wants to understand the businesses of her clients, including advisers. → Read More
Digital investment platforms go online to calm skittish investors
Wealthfront and Betterment take to Twitter and the blogosphere as stock market volatility rises. → Read More
BloombergBlack honcho John Michel comes full circle with new gig
Michel picks up where his last gig left off, and picks up Lebenthal Wealth as a client → Read More
Ritholtz Wealth Management launches robo platform
Digital startup Upside powers Barry Ritholtz and Josh Brown's new platform for emerging investors → Read More
Data tool could help big firms take the guesswork out of target marketing
Aviso Insights' launch helps managers identify weak spots early and make course corrections. → Read More
FolioDynamix wealth platform acquired in $199 million deal
Cloud tech firm Actua will acquire an approximately 97% primary equity interest. → Read More
Schorsch's RCS buys majority stake in Docupace Technologies
Company provides SEC- and Finra-compliant paperless processing systems to financial services firms. → Read More
Wealthfront has 'best shot' to remain leading digital disruptor: Forrester
Report points to low-cost online platform, Millennial market, $1 billion in AUM. → Read More
Cybersecurity a major priority in independent broker-dealers' 2015 tech budgets
Preventing cyberattacks is a front and center concern for independent broker-dealers heading into next year, and it shows in their planned spending. → Read More
New broker working group aims for easy-to-read fee disclosure
NASAA report on hidden and complicated fee disclosures sparks drive for simple, uniform language. → Read More
Going paperless: Advice industry takes on challenge
In an industry notorious for documents and signatures, firms welcome chance to automate → Read More
Redtail, Morningstar announce integration deal to bring research to CRM system
Popular customer relationship manager plans to launch a new user interface in the fourth quarter. → Read More
Big data: New technology comes to compliance
Software companies offer products to help advisers meet intense regulatory demands. → Read More
Personal Capital cuts fees on high-net-worth digital platform
Robo adviser Personal Capital cuts fees on high-net-worth digital platform → Read More
CloudStock web startup brings young investors and advisers together
New social platform uses gamification to teach Millennials about the stock market. → Read More
What to look for when pricing a CRM
Sophisticated advisers may need lots of bells and whistles, but those just starting out can get by with a bare-bones version. → Read More