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.
Jon Stein, chief executive of robo-adviser Betterment LLC, has big aspirations. He wants his firm to go public, reach $1 trillion in assets and become an innovator for investment advice the way Amazon.com Inc (AMZN.O) has been an innovator for...
Financial technology competitions like TechCrunch Disrupt and Finovate have grown into large and successful events, but the vast majority of start-ups competing are geared toward the consumers...
(Bloomberg) -- Paul Richards, a former executive at Bank of America Corp., is the latest senior ex-banker to start a financial technology company, with a focus on cash savings for wealthy clients...
(Bloomberg) -- Five years ago, when Eric Ries was working on the book that would become his best-selling entrepreneurship manifesto "The Lean Startup," he floated a provocative idea in the epilogue: Someone should build a new...
The technology industry loves buzzwords, and fintech is no exception. Words and phrases like "virtual reality," "artificial intelligence," "big data," "frictionless" and "integration" get thrown around without much clarification for how it...
With the Department of Labor (DOL) Fiduciary Rule now official, the mood in the industry has progressed from anticipation to “analysis paralysis.” With this new fiduciary standard comes a litany of challenges such as: examining fees and compensat...
Not any old quarter.
A rare quarter minted in 1970 recently sold for $35,000 on online auction site eBay, ABC News is reporting. The quarter was one of a batch made in 1970 that includes a faint misprint on the backside. The batch was printed ...
Due to a few early adoption successes and much in the way of positive publicity, robo advisors are oft thought as the way into the massive millennial market. With low minimum investment thresholds and little in the way of fees, they are...
