Technology

Riskalyze softens the edges of a marketing campaign targeting competitors, but as fintech firms' vie for more space in front of advisors, analysts say there may be more bumpy roads ahead.

Citing 'fiduciary responsibilities,' Riskalyze CEO Aaron Klein is publicly targeting the 'wildly inaccurate' and 'predictive guesswork' of his competitors.

When SEO first came onto the scene, keywords were king. Not anymore. Google is much more sophisticated now.

Orion is bolstering its relationship with FeeX, providing advisors with an opportunity to manage and trade on held-away accounts.

While its meteoric rise mirrors that of Bitcoin, crypto purists fear it’s a distraction from their grand project of deploying blockchain technology to revolutionize modern finance with everything from decentralized currencies to tokenized art.

The onboarding and maintenance process simplifies and integrates account types across wealth divisions.

Advicent's financial planning capabilities will complement InvestCloud's existing warehouse of wealth management applications.

The new technology will empower development of personalized real-time portfolio generation, factor investing and direct indexing.

No longer 'secondary,' advisors and the firm's 401(k) business will receive attention as equals to Betterment's retail business line, says new CEO Sarah Levy.

Canadian actors Ryan Reynolds, Michael J. Fox and basketball player Kelly Olynyk also participated in the funding round.