Fintech
Fintech
-
Robinhood Financial has rebranded its service, deleted tweets about its launch and scrubbed the page from its website.
December 15 -
The move is intended to improve CRM integration and search optimization.
December 12 -
The giants have traditionally bought out the newcomers.
December 11 -
The development of new products, technology and the increasing prominence of ESG are top-of-mind among industry executives.
December 11 -
It’s easy to identify, but hard to accomplish.
December 7 -
At the moment, there's no clear way to "turn over human intuition" to machine learning, but there are immediate ways to save advisors' time.
December 7 -
Executives are focused on fresh products, emerging technology and the increasing prominence of ESG.
December 7 -
A cultural swap between Wall Street and the Valley may be changing how both sides of the financial aisle operate.
December 6 -
Advisors are craving mobile solutions, and vendors are looking to satisfy.
December 6 -
Did robo advice come a generation too early? Q&A with In|Vest speaker, Personal Capital CEO Jay Shah As advice becomes democratized, investors will define what the industry should prioritize, argues the head of the hybrid digital advice firm.
December 5 -
AdvisoryWorld will operate as an independent subsidiary under the No. 1 IBD while adding new offerings for its 30,000 advisor and institutional clients.
December 3 -
From CRMs to robo advisors, planners share what's in their toolkit.
December 3 -
Once deeply wary of digital tools, planners may be turning a corner.
December 3 -
New platform upgrades seek to aggregate data and address client concerns.
November 28 -
Newcomer F3Logic makes an impressive $2.5 billion debut.
November 28 -
Should it be custodians? Or the clients themselves? Bob Veres picks a side.
November 26 -
The brokerage’s fintech investments are intended to produce greater efficiency, attract new assets and bolster the bottom line, executives say.
November 20 -
Although its fees are higher than other thematic offerings, similar products from Ark Investment Management have outpaced their peers. Plus; other launches.
November 16 -
Digital firms are boosting features to stay competitive in a crowded advisor-tech marketplace.
November 14 -
President Shawn Mihal unveiled a series of changes to the firm’s compensation grid, field structure and advisory programs.
November 14



















