Fintech
Fintech
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Advicent's new CEO says enterprise clients are seeking advice on how to transition to a digital era.
August 16 -
Second-quarter costs increased in almost every category for the asset manager including compensation and distribution.
July 18 -
If a farm machine run by one person replaced nine laborers, why wouldn’t that analogy apply to the business of investment advice and asset gathering?
July 17 -
The app allows users, many of them first-time investors, to get started for as little as $5.
July 14 -
Amazon's Jeff Bezos has the distribution to potentially disrupt financial services, says Riskalyze CEO Aaron Klein.
July 10 -
The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.
July 7 -
In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.
July 5 -
Together, Advizr and Trizic raise nearly $10 million in funding.
June 28 -
Fintech startup GoldBean tapped by banking software firm to pair planning with financial literacy tools.
June 28 -
Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.
June 21