Sean Allocca

FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.

The duo have been active in the venture capital space since departing the social media giant.

After almost a decade of competing for digital advice assets, new banking offers have the firms going toe-to-toe again.

The firm's price and valuation exceeded expectations.

Firms should be looking to build out a “data lake,” says the firm’s CTO.

Although first written off by industry experts, independent digital-first firms now hold billions in assets.

The offering validates the explosive growth seen in the independent channel, experts say, which has now grown fast enough to catch the eye of retail investors.

Aumoted investment platforms are betting investors want to know where companies fall on the political spectrum.

The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.

Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.