Technology

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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Envestnet Kindles Chemistry Between Advisors, Insurance Carriers

Jun 04, 2019

Is it a match? Launched with six carriers and facilitated by FIDx, Envestnet Insurance Exchange is making it easier for advisors to offer insurance.

Advisor Group Introduces Flexible Payment Tool

Jun 03, 2019

Called eQuipt FP, the financial planning system includes features that could compete with startup AdvicePay.

Data Aggregator Plaid Hops the Pond

May 29, 2019

Firm expands into the UK fintech market.

Allianz Global Investors Adds PFaroe

May 28, 2019

The pensions risk analytics platform will allow the firm to incorporate its own capital market assumptions into its analysis for DB clients.

Stock-Trading App Robinhood Valued at $7 Billion

May 28, 2019

Robinhood’s latest round of funding will bring its valuation to over $7 billion, according to reports.

Wealthfront Has Courted Controversy With Dalio-Look-Alike Fund

May 28, 2019

The Wealthfront Risk Parity Fund has amassed more than $860 million in assets under management, and has become a lightning rod for controversy.

Massive Crypto Exchange Offering Margin Trading 'Soon'

May 24, 2019

Binance, one of the world's largest crypto exchanges, is reportedly in beta testing for margin trading cryptos.

Seven Takeaways for Advisors From FinovateSpring 2019

May 24, 2019

There is a different vibe to FinovateSpring, held each May in San Francisco, than that of its New York counterpart held in the fall. A decidedly Silicon Valley ethos permeates the event despite the sometimes global origins of the participating...

Do Or Do Not, There Is No Try (With Third-Party Data Security Features)

May 24, 2019

Actually implementing security features is far different than just having the ability to do so, says the SEC.

Fidelity Sponsored College Investing Competition

May 23, 2019

The financial services company awarded $10,000 in prizes to top schools and students.

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Technology

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.

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.