Sean Allocca is a former associate editor of Financial Planning.
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The wealth management tech provider's president of investment services is looking to “tie up some loose ends.”
By Sean AlloccaDecember 6 -
The announcement is part of an ongoing mashup of financial services. The target audience? The customers of traditional banks.
By Sean AlloccaDecember 4 -
Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.
By Sean AlloccaDecember 1 -
The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.
By Sean AlloccaDecember 1 -
The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice.
By Sean AlloccaNovember 21 -
In a direct-to-consumer landscape, the automated investment technology might be deployed to independent advisors.
By Sean AlloccaNovember 20 -
Little can keep the search engine giant from entering wealth management. But advisors still have weapons at their disposal. They just need to use them.
By Sean AlloccaNovember 13 -
The technology is poised to upend the industry. Advisors are still waiting.
By Sean AlloccaNovember 7 -
The Wall Street giant has built an automated advice platform and is considering how to release it to the mass affluent market.
By Sean AlloccaNovember 6 -
Advisors say they have concerns about an upcoming recession, according to a new survey.
By Sean AlloccaNovember 5