Fintech
Fintech
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The insurance giant and No. 6 IBD made Alexa Von Tobel its chief innovation officer following the closure of the planning startup it acquired in 2015.
June 22 -
SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.
June 22 -
The wealth management platform of the future can manage client finances without having to interact with advisors, says Wealthfront CEO Andy Rachleff.
June 20 -
The No. 1 IBD launched an investment offering aimed at the distributed ledger technology its research unit says could disrupt nearly every industry.
June 19 -
Walt Bettinger also took aim at robo advisors at the Morningstar conference.
June 12 -
The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.
June 11 -
Banks are opting for a hybrid approach, augmenting in-person advice with digital guidance.
June 11 -
Industry leaders discuss advancements in technology, the increasing focus on ESG and developments in ETFs.
June 8 -
Mobile wealth management products have grown 300% in the past year, with retail banks serving up the majority. But there's an opportunity for RIAs to improve the client experience.
June 6 -
As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.
June 6 -
LifeYield unveiled its second agreement with an IBD to offer its software, which had previously only been available to large institutional clients.
May 30 -
The network brought together three dozen advisors with 20 tech vendors as it seeks their input on potential partnerships and acquisitions.
May 29 -
The ability for consumers to access and share data in one place could transform financial advice.
May 24 -
Venu Krishnamurthy will join the asset management giant as it intensifies efforts to recalibrate its organization and product offerings for a digital era.
May 23 -
Digital-first firms are applying artificial intelligence and machine learning in ways not seen in the financial planning software currently available to planners.
May 23 -
How technology could continue to disrupt financial planning.
May 22 -
Independent Financial Partners’ CEO predicts the firm will retain about 80% of its business, despite a daunting series of challenges.
May 17 -
There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.
May 16 -
J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.
May 15 -
The technology platform powerhouse is betting on integration, but competitors eye disruption.
May 14


















