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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NASAA's annual enforcement report charted the continued problem of promissory note fraud, and the rise of interest in the metaverse in the securities markets.
Building off the momentum of this spring's Snapshot launch, Blueprint provides an interactive and customizable tool for visualizing and organizing a prospect or client’s household financial data.
For weeks, federal regulators have been been peppering Goldman management with questions and follow-ups regarding its online-banking platform aimed at retail customers.