Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.
The trend of mutual funds investing in private companies is overstated, Fidelity Labs launches virtual reality for retirement plan participation and working Americans are lacking a financial plan.
Blucora will initially roll out the technology to its tax preparation software customers. But is it competition or lead generation for the b/d’s advisors? An exec says the latter.