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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Over the first half of the year, U.S. consumer protection agencies received more than 400 complaints about Robinhood -- roughly four times more than competitors like Charles Schwab Corp. and Fidelity Investments’ brokerage unit.
A New Jersey resident is seeking damages from Envestnet and Yodlee, with allegations of unsecured data and 'unlawful collection and use of sensitive personal data from millions of consumers.'
A strategic partner with experience managing the minutia of running an RIA practice can help select a breed of alternative investment platforms, integrated technology and more.