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Envestnet, a Chicago-based wealth management technology provider, reported adjusted net income from the fourth quarter of $0.23 per share, or $8.6 million, beating analyst predictions by $0.01 per share...
XY Planning Network has partnered with Betterment Institutional to offer its 61 member firms access to Betterment’s automated investment management platform and custody services. WealthManagement.com first wrote about the potential...
Nick Schorsch was one of WealthManagement.com's 10 to Watch in 2014.
In the wake of Nicholas Schorsch stepping down from his company and the turmoil surrounding accounting errors at its sister firm, some wonder whether RCS Capital (RCAP) can...
It's getting harder and harder to climb the savings ladder. | Phil Ashley/Photodisc/Thinkstock
The average U.S. household savings rate increased from about 5 percent in 2013 to 6 percent in 2014, according to a new study by Hearts & Wallets...
Chicago-based Envestnet has acquired Upside, a year-old tech company that has developed an automated, online financial planning and investment platform to be white-labeled by financial planners who want to compete with the likes of ...
A consortium of 15 financial services firms, including Goldman Sachs, Bank of America, Morgan Stanley and Wells Fargo, have poured $66 million into software company, Symphony, which is developing secure messaging, chat and email capabilities. A...
Investment management firms have so far proceeded with caution on mobile technology. Now, with rapid technological developments, their clients and employees are driving change
It's not a fair fight. | Christos Georghiou/iStock/Thinkstock
Based on the Current Population Survey from the Bureau of Labor Statistics, women working as personal financial advisors earned 61.3 percent of what their male counterparts earned...
If 2014 finally forced the financial services industry to recognize the ascendance of financial technology, 2015 may end up being the year of the FinTech revolution. Global investment in FinTech is set to double from $10 billion in 2014 to $19.7...
Hearsay Social rolled out a new set of tools on Thursday, giving advisors the ability to build advanced websites using intelligent web analytics that notify them when clients experience major life events. ...
