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.
Advicent, which provides financial services technology, announced Monday that it's ready to bring Figlo, the Dutch financial planning software company it acquired in September, to advisors in the U.S. ...
weerapatkiatdumrong/iStock/Thinkstock
Last year was “the year of the data breach,” Tim Pawlenty told the of House Financial Services Committee. The president and CEO of the Financial Services Roundtable advocated for a strong data breach a...
"Yale is not a charity," says Dylan Matthews of Vox | Peter Spiro/iStock/Thinkstock
Dylan Matthews at Vox.com asks if Yale is the most deserving "charity" to give Blackstone founder and billionaire Stephen Schwarzman a tax deduction, thanks to...
There’s a limit to how much people are willing to rely on technology to help with their investments, according to a new report from Charles Schwab, which recently released an automated portfolio allocation service.
Schwab, which launched retai...
Financial institutions, technology providers and industry analysts gathered in San Jose on Tuesday to listen to a steady stream of pitches from startup financial technology companies at the Finovate Spring competition. At stake is the title...
Online calendars are a necessity today. Most people gravitate towards Google’s calendar or iCal. But Sunrise is calling to some looking for a scheduler that also scrapes social media. Besides integrating with iCloud, Google or Exchange...