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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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Technology and the new fiduciary standard
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Technology and the New Fiduciary Standard
Apr 19, 2017
Financial advisors expect to rely more heavily on technology solutions to comply with new fiduciary rules. But are their current systems up to the task?
John Wise
Q&A: InvestCloud CEO John Wise
Apr 14, 2017
We had the chance to catch up with the busiest man in fintech to learn more about his company's many announcements over the last month.
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March 2017 Fintech Report Card: Top 7 Tech Events
Apr 13, 2017
Welcome to the March edition of the Fintech Report Card, 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.
Johnny 5
Awareness of Robo Advisors Growing
Apr 12, 2017
Robo advisor awareness is on the rise, a Connecticut financial advisor has been barred by the SEC and BlackRock's Tom Fortin joins iCapital Network.
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Stock Surge Ahead?
Apr 11, 2017
Morgan Stanley's chief analyst is bullish on stocks, new book looks at the Generation Wealth and SEI teams with Drexel Unversity on brain imaging technology.
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