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With a strategy to directly target institutional investors, Trizic, a digital wealth management technology startup, has attracted $3 million in seed funding.
By Dan ButcherMay 20 -
By acquiring fintech companies Upside and Finance Logix, financial advisor platform and service provider Envestnet is betting that the best wealth management model combines human advisor-client relationships with the latest technology.
By Dan ButcherMay 12 -
There is an opportunity for the industry to learn from technology and get better, said Merrill Lynch Wealth Management head John Thiel.
By Dan ButcherMay 8 -
Competitors from traditional and digital sectors of wealth management weighed in on the debate over industry disruption at the LinkedIn FinanceConnect conference in New York.
By Dan ButcherMay 8 -
Openfolio has quickly grown into a community of more than 25,000 investors, all drawn to the idea of seeing what various members are investing in and comparing portfolios to measure how they are doing.
By Dan ButcherMay 6 -
One factor prodding firms into quick adoption of Apple Watch apps is the fear of missing out on the latest technology.
By Dan ButcherApril 29 -
Financial advisors of all stripes have to adapt to evolving technology and increasing competition from online brokerages and other investment firms. Automation tools can help.
By Dan ButcherApril 27 -
Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia.
By Dan ButcherApril 21 -
Russell Investments' new app joins the growing crowd of firms offering financial advisors digital tools to explain investment concepts to their clients.
By Dan ButcherApril 20 -
The billions firms spend on technology are weighted too heavily toward infrastructure, Aite Group says, and not enough on client-facing upgrades instead.
By Dan ButcherApril 6