The trend shows no sign of slowing down in 2022, but not everyone is convinced the products are good for clients.

In her new role, Rothschild will oversee product development and help scale the wealthtech’s new business lines.

A look back at the biggest events and trends that shaped the industry last year.

Yan Zhao, President of NYDIG as she exploreshow Bitcoin is experiencing wider adoption in the traditional finance world, and why that is.

Dasarte Yarnway and Emlen Miles-Mattingy plan to launch the Onyx Advisor Network to support women, BIPOC and LGBTQ+ communities.

The company’s technology is used by more than 150 banks, asset managers and life insurers to oversee more than $1.5 trillion in assets.

Increasing regulatory complexity and cost pressure is driving the latest trend in tech investing.

The direct-to-consumer startup will power an entirely digital policy only available through the insurer’s agents and advisors.

Brokerages cannot be held to the same standard as financial advisors, the fintech company argued.

The firm’s newest business unit’s first move is to acquire portfolio personalization software from Optimal Asset Management.