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.
Antoine Walker Needed to Listen to His Financial Advisor
Former Boston Celtics power forward and NBA All-Star Antoine Walker talked to Bloomberg's Pimm Fox about how he lost $110 million, spending it on exotic cars, jewelry and handouts to a pos...
We’ve all heard the adage: You’re one cup of coffee away from a comfortable retirement. Well, now that cup of coffee may actually help you—or your clients—save faster...
True Potential’s Managing Director David Harrison believes giving clients some control over their own investments is a smart move. True Potential’s ImpulseSave is a mobile app that lets UK investors “close the gap” on...
Myth Busting 101
It's a DIY world, where everyone thinks they can cook a meal, renovate a house, fix a car or spin out high-quality crafts simply by watching a few YouTube videos. But clients should be disabused of the notion that they can do fi...
Finovate hosted its annual fall conference on September 23-24, where a record-setting 1,500 attendees watched as 70 companies unveiled their latest financial technology...