Fintech
Fintech
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The provider of an all-in-one software package will now offer advisors outsourced investment management.
March 22 -
Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.
March 22 -
Here's what happened over the last week in wealth management.
March 19 -
A new study shows game techniques can push consumers into riskier financial decisions, and advisors are seeing the effects on clients.
March 16 -
It's the latest in a buying spree that's part of CEO Jamie Dimon's goal to stay in front of the competition.
March 15 -
The financial literacy, savings and investing app for kids has received investments from several NBA stars and giants such as Fiserv and U.S. Bank.
March 15 -
The company has added $1 billion in assets in 18 months.
March 14 -
After Schwab acquired Motif in May 2020, a slew of companies quickly bought their way into the strategy.
March 10 -
How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.
March 9 -
The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.
March 9 -
Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.
March 3 -
Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.
March 3 -
The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.
March 2 -
The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.
March 1 -
Alex and Rosa Chalekian, along with their three sons, have launched a new subscription service providing education and coaching.
February 28 -
Social media and solid investing don't always mix.
February 23 -
Private equity firms have been using their war chests to go shopping for technology-focused financial services firms.
February 22 -
Here's what you my have missed this week in wealth management.
February 18 -
How much work went into modernizing Junxure CRM, and why the company is still glad it made the acquisition.
February 17 -
The partnerships are a big win for the rapidly growing wealthtech.
February 16



















