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.

The home buying process has undergone significant changes. The pandemic has profoundly altered the mortgage lending market. The continuation of remote work, relocation out of key urban areas, a growing preference for online possibilities, and the deployment of artificial intelligence applications are only a few trends that are shaping the industry. Join Heidi Patalano, Editor-in-Chief of National Mortgage News and Beth O'Brien, Founder and CEO of CoreVest Finance as they discuss how lenders can stay competitive and meet the needs of home buyers in the fast evolving mortgage business.

Some worry the complex financial products are being pushed to investors who don’t fully understand the risks.

Financial Planning asks the executive about the latest updates to the company’s software, how his company balances growth with serving small advisors, and returning to in-person conferences.

The wealthtech provider could command a valuation of $8 billion to $10 billion.

Wealthfront is exploring a sale that could value the automated wealth manager at as much as $1.5 billion, according to people familiar with the matter.