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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Thirty years ago, the idea of a wealth management network enabling the managed account industry to easily connect vast amounts of data between sponsors, asset managers and custodians was a dream. Today, that vision is becoming a reality as a...
Accused of labor law violations.
Four former Merrill Lynch client associates, as named plaintiffs in a class action lawsuit filed Wednesday in New York federal court, allege the company and its parent, Bank of America, violated federal and sta...
U.S. Bank creating robo advisor with FutureAdvisor, the Grand Marnier family selling their $1 billion estate and Penn State professor killed over his will.
Betterment founder and CEO Jon Stein often uses Uber’s story of using technology to improve the taxi industry as an analogy for his company’s impact on the wealth management industry. With Betterment continually expanding into the...
Mark Lopez at the 2008 Olympics. | Copyright Clive Rose, Getty Images
What does an Olympian do once they're done competing? Some turn to the wealth management industry. According to Reuters, UBS Wealth Management Americas, Merrill Lynch and Mo...
Eric Clarke, CEO of Orion Advisor Services, believes that financial advisors are doing a disservice to their clients by missing out on a critical opportunity to demonstrate value. How? By avoiding the “performance talk.”
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