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.
Avant-garde robo advisor Hedgeable notified users it will no longer be managing accounts by mid-August. The company is still solvent but wants to move in a different, presumably blockchain-centered direction.
Millennials especially see the recent tax reform as beneficial, Benjamin F. Edwards added eight advisors and Fidelity invested in a bike-sharing startup.
Justin Tuck went from the NFL to Goldman Sachs, Complect adds Kevin Keefe to its advisory board and Mike Duffy leaves Merrill Lynch and finds Happiness Wealth Management with LPL.
The shuttering of WorthFM, one of a number of high-profile robo advisors meant for female investors, demonstrates that high-gloss branding and niche appeal doesn’t overcome the client acquisition challenge.
Simplifying 401(k) plan choices doesn’t help enrollment, new apps help Latinos boost financial literacy and 994 Group launches using the Kolbe Concept.