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Welcome to the April edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month. Regardless of your Risk Number, failing...
The top 20 colleges ranked by ultra-rich alumni, Addepar expands its alt investments capabilities and Raymond James continues its West Coast recruiting spree.
The regulator wants to more proactively engage with people in the industry developing or using new financial technologies, FINRA President and CEO Robert W. Cook announced at its annual conference in Washington, D.C.
Real GDP is being grossly underestimated as technology scrambles our ability to estimate inflation. If not addressed, the tech advance will drive another organization into irrelevance: The Bureau of Economic Analysis.
Advisors are focused on generating income for their clients, Wealthsimple raises more money from Power Financial and First Hawaiian Bank teams up with Raymond James