Sean Allocca is a former associate editor of Financial Planning.
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The robo advisor rolled out a new partnership with a handful of banks to give clients a fully insured place to keep their cash.
February 14 -
The new tools are meant to help advisors manage a growing number of clients in retirement.
February 13 -
Market skepticism is one of several hurdles for RIAs, says Walters. Compliance fears are another.
February 13 -
New financial planning software tool aims to meet the needs of clients with $25 million and up.
February 6 -
Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.
January 31 -
In a sweep of changes, the custodian is embracing an open architecture technology platform.
January 31 -
The custodian's newest fintech partnership is meant to keep data safe while dealing with third-party vendors.
January 31 -
Advisors are increasingly buying tech to monitor information sharing between financial firm partners and tech vendors.
January 30 -
Digital tools will not only allow advisors to serve more clients, they can help advisors charge for services with greater accuracy.
January 30 -
As wealth managers collect more client information, it is up to advisors to understand the value of data to the business and how it needs to be handled.
January 30
