Plenty of apps track your activity, heart rate and blood sugar, to encourage you to stick to your health goals. That same model is coming to wealth management, with real-time alerts from financial firms that try to curb bad behaviors like overspending....More
Paul Richards, who retired from Bank of America in 2014 after almost three decades, has opened Insignis Asset Management, a cash management company that collates multiple bank accounts for high-net-worth customers....More
Pershing hosted an Advanced Technology Lab at the recent INSITE conference in Orlando where it showcased just how the engineers are thinking about using cutting-edge technology to benefit advisors....More
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.
Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years....More
You make sure you practice good diversification techniques when advising your clients on their portfolios. Now, with this webinar, you can discover a key way to diversify your practice, with a wider client base that is geared for future growth....More