Sean Allocca is a former associate editor of Financial Planning.
-
Chuck Person persuaded student-athletes to form illegal business relationships with at least one financial advisor.
March 21 -
Instead of developing new tools, wealth management innovators will focus on making existing planning tech more efficient.
March 20 -
The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.
March 15 -
The transaction means the TAMP will own software that serves tens of thousands of financial advisors.
March 14 -
The increased scrutiny focuses on the algorithms at the heart of automated investment decisions.
March 13 -
An example of outdated industry practices, says the chief product officer, is how some brokers still need a canceled check from a client to transfer money.
March 12 -
With help from automated investing platform Motif, five new funds aimed at innovative fields have launched.
March 11 -
Client tech demand is no longer up for debate: Q&A with In|Vest speaker, Accenture’s Kendra Thompson Age is no bar to using Amazon, Uber or Apple, yet the planning industry has suffered from underinvestment in the digital experience, says the head of Accenture’s Wealth Management team in North America.
March 6 -
The portfolio management provider is the latest advisor tech company to mark down offerings in a bid to win long-term and lucrative RIA contracts.
March 5 -
The move comes as competitors cut prices to entice RIAs to leave the platform.
March 1
