Fintech
Fintech
-
Research firm Spectrem Group tracked new highs in 2017 across the mass affluent, millionaire and UHNW segments.
April 10 -
The WiseBanyan platform currently has $153 million in assets under management and 32,000 clients.
April 10 -
Bill Capuzzi has had a first-hand view of wealth management’s disruption. He details the key innovations winners will bring to the industry.
April 4 -
IBDs and regional firms are making the biggest changes, but RIAs have room for growth as well.
April 2 -
The research firm’s annual survey included new queries reflecting changes in the industry.
March 29 -
After the digital advice firm reportedly saw its valuation drop $200 million, industry executives ask if independent robo advisors are on borrowed time.
March 28 -
The wirehouse hires will aid Advizr's focus on reaching smaller broker-dealers, says chief executive Hussain Zaidi.
March 28 -
More than a decade ago, bankers fought Walmart tooth and nail as it made forays into banking. But with Amazon making more moves into financial services, the reaction is very different.
March 22 -
The asset manager says its free tool for target date fund clients will "supplement the advisor conversation."
March 21 -
Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.
March 14