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.
Data aggregators and fintech firms are having their own “don't be evil” moment, as they try to balance the benefits of open data access with the risks posed by breaches and fraud.
The DOL issued a temporary enforcement policy regarding its fiduciary rule, Schwab to open accelerators in Austin and San Francisco and Black Diamond launches a new client portal.
Taylor Royal is running for Nebraska State Treasurer, change in the markets could hurt asset managers and StratiFi Technologies raises $7 million in funding.