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.
Age-based portfolios are growing in popularity among 529 college-savings plans. These portfolios operate similarly to target-date retirement funds in that they become less equity-heavy over time. But as a new Morningstar report points out, 80...
You're good enough, you're smart enough and doggone it, people like you.
Seventy-one percent of individual investors say professional advice is worth the fee. Three out of four (73 percent) think that people who seek professional advice are mo...
We all make the same mistakes. | Enrique Ramos Lopez/iStock/Thinkstock
The uber wealthy aren't better investors than the merely affluent, and many make the exact same mistakes as those with far lower net worth. According to a new survey from t...
(Bloomberg) -- China and millennials to the rescue — bucking wider conditions in Silicon Valley and the IPO market, funding for venture capital-backed fintech startups is on track to hit new highs in 2016...
Envestnet finally shared details on how exactly advisors will be able to take advantage of the company’s $590 million acquisition of data aggregation firm Yodlee at its annual Advisor Summit in Chicago last week...
(Bloomberg) -- SigFig Wealth Management LLC has become the latest robo-advisor to raise new funding, tapping investors including UBS Group AG and Eaton Vance Corp. for $40 million at an undisclosed valuation...
The rodent with a plan.
Visa Inc. is partnering with Marvel Comics to create a special issue of the popular comic book, Guardians of the Galaxy, centered on educating kids about money. The firm will distribute it to public libraries. Accordin...
Though Envestnet Tamarac has invested a lot over the years to build an extensive ecosystem of cloud-based advisor technology on its Advisor Xi platform, it is rethinking its walled-garden approach...
(Bloomberg) -- The Hyperledger Project, the developer of blockchain software that’s backed by IBM, Wells Fargo & Co. and other titans of technology and finance, has a new leader...
Cyber security is the biggest risk facing the financial system, the chair of the U.S. Securities and Exchange Commission (SEC) said on Tuesday, in one of the frankest assessments yet of the threat to Wall Street from digital attacks...
