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 markets are kinder to new Democratic presidents than Republican presidents, Kestra Financial recruits two wirehouse teams and Envestnet Tamarac boosts its Veo integration.
In a year analysts expect we'll see increased fintech M&A activity, InvestCloud got the ball rolling with the $20 million purchase of a trading and accounting technology firm Babel.
Insurance policies the ultra rich should look into, Advisor Group names a new head of acquisitions and Janney partners with Advicent for DOL compliance.
NextCapital will provide 401(k) digital advice and paperless IRA rollover services to 2.7 million participants in John Hancock Retirement Plan Services.
