Fintech
Fintech
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Three years ago, the New York-based fintech started organizing a monthly gathering for its female employees. The meetings have helped participants find role models.
February 24 -
A collaboration between SourceMedia and the Best Companies Group, the list is derived from reviews of employer benefits and policies and comprehensive surveys filled out by the companies' employees.
February 24 -
Every week starts and ends the same way — with meetings where departments can share successes and challenges. It’s one way the payments company ensures cross-collaboration.
February 24 -
The new standalone firm’s first licensing agreement would bring MassMutual’s 9,000 reps on to the platform developed by the No. 4 IBD.
February 20 -
Are these companies really able to disrupt the current market? And which tech giant is closer to customers?
February 20 -
The hybrid digital advice firm is expanding its marketing department in an attempt to outpace its competitors.
February 20 -
The tax-focused IBD’s custodial and platform transition is taking longer than the company or its advisors expected.
February 14 -
The robo advisor rolled out a new partnership with a handful of banks to give clients a fully insured place to keep their cash.
February 14 -
Market skepticism is one of several hurdles for RIAs, says Walters. Compliance fears are another.
February 13 -
The No. 1 IBD is reaping the benefits of learning the lesson that it “can never move away from the advisor,” according to its head of business development.
February 11 -
With competition heating up, the IBD is offering advisors better technology and higher pay.
February 11 -
The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.
February 7 -
New financial planning software tool aims to meet the needs of clients with $25 million and up.
February 6 -
The firm cut its headcount by 22% while boosting productivity by 48% in 2018, and it plans to roll out a new desktop platform for its 1,060 representatives.
February 6 -
The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.
February 5 -
CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.
February 1 -
The robo advisor scouted several cities for a second location apart from its New York City headquarters.
January 31 -
Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.
January 31 -
Advisors are increasingly buying tech to monitor information sharing between financial firm partners and tech vendors.
January 30 -
Firms are seeking these three specialties.
January 29



















