Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Scottie needs a new money manager. | Jonathan Daniel
The financial advisor for NBA legend and former Chicago Bull Scottie Pippen has been sentenced to three years in jail for fraud, including forging Pippen’s name on a $1.4 million persona...
Boats, Boats, Boats. | Carlos Alvarez/Getty Images
Are your clients fed up with all of the unused yachts they have just floating around taking up space? Well, you’re in luck. SeaKeepers Society’s Yacht Donation Program is here to take unwa...
Money is flowing to Dublin. | Copyright Chris Jackson, Getty Images
Overall, 2015 global asset flows were muted at $949 billion, down from $1.4 trillion in 2014, according to Morningstar’s annual Global Asset Flows Report. In 2014, the lar...
Going after Wedbush.
Wedbush Securities is getting fined for yet more regulatory failures. FINRA and the Nasdaq Stock Market on Monday jointly censured the California-based firm, levying a $675,000 fine for failing to supervise its cleari...
As the industry waits for LPL and Commonwealth to reveal their strategy on automated digital financial advice, another broker/dealer’s robo is now ready for the market...
A California federal judge threw out Lionsgate Films’ lawsuit against TD Ameritrade, which claimed the brokerage firm infringed on its trademark in a recent ad referring to the studio’s 1987 movie Dirty Dancing, according to The Hollywood Rep...
VC committed to fintech. | BrianAJackson/iStock/Thinkstock
Funding and deals in the financial technology space hit a record high last year, due in large part to the rise in mega-rounds of $50 million or more, according to a new report by K...
Even as technology reshapes industry after industry, the huge leaps in computing power are transforming modern finance in ways that few have ever imagined