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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Targeting young professionals, robo Wealthfront adds an automated goals-based planning tool for investors exploring, or planning for, taking extended time away from the job.
Penn Law School review of 2017’s 50 largest ICOs by amount raised found significant discrepancies between ICO code and the “contractual promises” made by ICO promoters.
Both clients and advisors can realize advantages from using technology which provides deeper insights, not through words, but through visually intuitive and interactive features.
