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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Parents (and wealth managers) just don't understand. | ViewApart/iStock/Thinkstock
Firms can do a better job supporting high-net-worth millennials—or at least the advisors who service them, according to a new report. Ninety percent of HNW baby...
Contrary to what a recent report alleged, robo advisor Wealthfront is not having trouble retaining talent, and in fact is growing the ranks of executive-level staff, according to a spokesperson...
Financial advisors are reassessing their businesses for a number of reasons: the aging bull market and the Department of Labor’s new fiduciary rule are among major concerns. However, advancements in technology and increasing competitive...
They can't all grow up to be Michael Phelps. | Copyright China Photos, Getty Images
While participating in competitive sports can teach youth valuable lessons, it can be costly. Parents whose children participate in competitive youth sports sp...
A clear distinction.
Apex Clearing, which custodies assets for robo advisors including Wealthfront, Betterment, Personal Capital and Robinhood, has partnered with Vanare to offer the white-labeled version of its digital advice platform to its ...
Like other wealth management technology vendors, Salesforce is betting the Department of Labor’s fiduciary rule will push financial advisors toward adopting its product. ...
(Bloomberg) -- In an annual letter to shareholders last year, JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon warned in bold print that “Silicon Valley is coming” for the financial industry. This year, his tone was...
Dollar, dollar bills, ya'll. | Image via @cashcats Instagram.
MassMutual is turning to cats and dogs to get people to save more for their retirement. The insurance company has launched a direct marketing campaign promoting the popularity of pe...
