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.
The market is now seeing a Goldilocks scenario—an investing environment that is neither “too hot” nor “too cold,” with sustained levels of growth that won’t cause inflation or trigger a recession.
Financial advisors are frustrated with annuities’ cookie-cutter approach, E-Trade’s custody platform TCA adds money managers to its exchange and MyVest “modularizes” its Portfolio Management Suite.
New Coinbase tools include custodial services where investors can store large amounts of digital currencies, as well as enhanced trading capabilities, such as risk management and margin trading.
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.