Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
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Wealth management platforms are in a steady buying spree, snapping up tech firms that can give them extra features to offer clients.
May 17 -
The digital platform was intended for use by all of the firm's wealth advisers.
May 10 -
It's the second acquisition in recent months for the WisdomTree-backed platform.
May 10 -
Young firm lays off 10; president who lead business-to-business effort resigns.
April 28 -
Ex-Goldman Sachs executive stresses advisers need sophisticated tools to compete in a crowded robo market.
April 26 -
Bill Harris, head of the hybrid advice platform since its launch, will remain chairman.
April 25 -
Corporate Insight opened accounts at the top 13 platforms to perform a behind-the-scenes examination of how they operate and handle clients.
April 19 -
The latest adviser fintech deal sees Oranj taking majority ownership in rebalancing software firm TradeWarrior.
April 19 -
Even though the rule has been delayed, the issues raised by it still need to be addressed by advisers, according to industry insiders.
April 12 -
The digital advice firm said lowering minimums to $25,000 was a temporary move.
April 12
