Fintech
Fintech
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Dogra hit the beach to share his thoughts on M&A, and why his firm is more than happy to take the load off of advisors.
March 6 -
The NYT "Sketch Guy" shares his wisdom with underrepresented financial planners during one of Onyx's first big events of 2023.
March 3 -
The fintech leader believes financial wellness and overall wellness are directly linked. As a result, financial advisors can be the key to unlocking a better life.
March 2 -
While income saw a massive increase, platform assets were down year over year for the California TAMP.
March 2 -
In addition to the major robo-advisory deal, this week's recap features new partnerships for Vestwell and Riskalyze, and a new leader at Advisor360°.
March 1 -
Economic headwinds be damned, new research shows that advisors are ready to spend on tech in 2023. Here's where those dollars will be going.
February 28 -
Charlie Javice claimed in a court filing that she was being scapegoated for the bank's faulty due diligence and that it was JPMorgan that asked her to come up with "synthetic data" on Frank users.
February 28 -
Discover why insiders say compliance, cybersecurity and customer experience will dominate wealthtech in 2023.
February 27 -
The partnership brings Opto's private market software to Merchant's slate of partner firms managing more than $140 billion in assets.
February 27