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.
When Envestnet announced plans to purchase data aggregation company Yodlee in August for $590 million, the big question everyone seemed to have was, “why?” Why would Envestnet spend a half billion-plus dollars on a tech company that had never bee...
Make the call.
Financial Engines announced Wednesday that 401(k) plan participants can now call a Financial Engines advisor for no additional charge, regardless of whether or not they use the company’s investment advisory services. Similar...
As financial advisors increase their use of email, social media, texting and other forms of digital communication, the market for products to record and archive these conversations is growing as well...
We're color blind. | Copyright Neilson Barnard, Getty Images
Recent court papers allege that Flynn Family Office, a Manhattan-based financial firm with a number of celebrity clients, fostered an environment of racism and sexism, according ...
NextCapital is making retirement planning the focus of its enterprise digital advice software with a major upgrade to its 401(k) platform.
With new portfolio tracking and account aggregation features, NextCapital's 401(k) Digital Advice Platfo...
Yield.
Consumers can’t always trust the advice they get from Social Security, Money magazine’s Philip Moeller reports. Many investors utilize the “start-stop-start” method when taking their benefits, which basically equates to claiming Soc...
