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.
Bank of America executives Aron Levine and Cory Triolo announced that Merrill Edge added 300,000 new accounts in 2020 and has introduced a new interface called Idea Builder.
New Apex Clearing President Tricia Rothschild discusses Robinhood, robos and the move away from products and toward client services in wealth management.
Advisors and clients alike being able to simultaneously adjust planning and portfolio scenarios in real time is a "game changer," according to Aite Group's Dennis Gallant.
