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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SS&C Advent Senior VP Steve Leivent describes how Black Diamond assists advisors with their client experience and some of the biggest challenges they face.
Providers within and outside the advisory industry offer data of how the remote work environment has shifted client outreach and the greatest threats it faces.
ETF provider WisdomTree is selling its stake in the technology provider for advisors, which will now operate as a subsidiary of Franklin Templeton but keep its branding, offerings and pricing intact.
Through Addepar's new Marketplace application, clients can invest in funds through financial-technology company Artivest, and in pre-initial public offering tech firms through a partnership with EquityZen.
