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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Blucora will initially roll out the technology to its tax preparation software customers. But is it competition or lead generation for the b/d’s advisors? An exec says the latter.
Genworth emphasizes it is not getting out of the long-term care insurance business, millennials want rewards from banks and Fiserv upgrades its Unified Wealth Platform.
