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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JPMorgan Chase & Co said it had hired and would take a stake in InvestCloud, which provides software that makes online transactions easier for customers with banking and investment accounts...
It takes a village. | Gurzzza/iStock/Thinkstock
Because kids these days just can't do anything on their own, grandparents are more than willing to help foot the bill for their grandchildren's college educations, according to Fidelity Investmen...
New fintech startup Vestwell has launched an automated 401(k) and defined contribution platform that helps advisors stay compliant with the Department of Labor conflict of interest rule. Vestwell assumes 3(38) and 3(16) fiduciary...
The fiduciary rule goes into effect in April.
Fiduciary education provider fi360 has introduced a new training program to help advisors understand the Department of Labor’s fiduciary rule. The online program consists of five modules that go t...
Keep an eye on it. | nevarpp/iStock/Thinkstock
Cybersecurity is one of the biggest compliance issues facing registered investment advisors today, and the regulators are making it a top priority. A new Financial Planning Association survey, sp...
Making trades. | poplasen/iStock/Thinkstock
Traditionally, parents would teach their children about saving, investing and the tools they can use to reach their financial goals. Not anymore, says Robinhood, a no-fee stock-trading app. According...
Betterment is ditching the “Betterment Institutional” name for the white-label version of its digital advice service in favor of “Betterment for Advisors.&rdquo...
Changes are afoot.
NorthStar Financial Services is adding a new national accounts team to support the firm’s asset growth and relationships among subsidiaries like Gemini, Orion and CLS Investments. Todd Clarke, the former CEO of CLS, and Bill...
The Financial Planning Association is partnering with TrueProfile, a risk-profiling software company, to co-create a client profiling system that is based on game theory. The software company will form an advisory board of FPA members to shape the...
