Saifr’s technology flags risks and compliance issues in documents, social media posts and videos before they are sent for review.

Venture capitalists agree in spirit with an idea floated by the Securities and Exchange Commission that large private companies should divulge more about their finances. But they warn financial services innovation could be stifled if the requirements are too stringent.

As boomer advisors retire, look for younger advisors to push the way firms serve clients beyond the limits of what we have yet invented or even imagined.

Regulators haven’t reached out after hack, according to CEO Kris Marszalek

In an exclusive Q&A, Financial Planning asks about the new role and how her experience with financial planning software will inform future decisions.

The app will allow trading of listed stocks and ETFs.

The firm built an education and wellness platform for Fidelity’s eMoney, and it’s rolling out a new app this year.

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.

Technology gives investors more opportunity to diversify than ever, but experts worry about exotic strategies in IRAs.

Planner Jesse Abercrombie has built a niche of clients whose needs and interactions with the practice are shifting during a time of remote work and new technology.

Overall customer satisfaction with wealth management apps is improving but still trails other financial services.