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Wealth management technology provider Envestnet will lay out its future vision of the industry during its fifth annual Advisor Summit conference in Chicago...
Is Wealthfront about to crack the 529 college-savings plan market? The website Savingforcollege.com found a public meeting notification from the state of Nevada to “review and approve” the “Wealthfront Private Label Product Agreement between ...
(Bloomberg) -- Financial Engines fell the most since August after the investment-advisory company reported lower first-quarter earnings than a year earlier and said it lost some customers because of market volatility in January and February...
Not going away.
Robo advice, often spoken of as a tool only suitable for the mass affluent, is gaining popularity among high-net-worth investors. According to a report by Swiss research company MyPrivateBanking, 70 percent of wealthy investors...
Sallie Krawcheck, the president of the Ellevate network of professional women, kicked off the third day of TechCrunch Disrupt New York on Wednesday with the public launch of Ellevest, an automated investment platform designed for women...
While many entrepreneurs and investors in start-up robo platforms have found an exit strategy in being acquired by larger established firms, Betterment’s plan is to go public, CEO Jon Stein told WealthManagement.com. Stein doesn’t...
Would you like some investment advice with those fries? | Copyright Tim Boyle, Getty Images
The Securities and Exchange Commission’s database of investment advisor representatives reveals the work history of financial advisors, regardless of i...
An Annapolis, Md.-based financial advisor faces allegations that he fired a female employee because she was pregnant, according to claims by the American Civil Liberties Union of Maryland. The group alleges Michael Chartos, an advisor with in...
