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Financial technology start-up OpenFin recently nabbed a $4 million round in venture capital in March. We talked with co-founder and CEO Mazy Dar about his plan to offer an alternative to desktop terminals like Bloomberg’s by allowing...
Online investment platform Motif Investing said it raised $35 million in new funding, which will go toward expanding its services for financial advisors and taking its platform international. ...
Feeling bogged down at the office? Here are tips from advisors who are keeping their practices light and mobile—using everyday apps and consumer tech tools
The recently launched XY Planning Network—an organization young financial planners who work with Next Gen clients—is exploring a partnership with Betterment Institutional, the online investment platform’s turnkey asset management program designed...
Many pooh-pooh the idea that online advice platforms will pose any major threat to the financial advisor industry. Yet the rise of the robo-advisors continues. Today, online advice platforms Betterment and LearnVest announced new rounds of funding...
Dynasty Financial aims to revamp its technology offerings with a new, cloud-based desktop platform initiative spearheaded by the firm’s new chief technology officer...
I’m a great believer in learning from the competition. For a firm to get going, you must have confidence and drive. But when the firm has grown, it is very easy for the confidence to turn into complacency and the belief that the current...
Assessing a client’s risk tolerance is often the automatic first step for every advisor today. But the questionnaires meant to get at the issue aren’t always up to the task.
