Fintech
Fintech
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Advicent's new CEO says enterprise clients are seeking advice on how to transition to a digital era.
August 16 -
Second-quarter costs increased in almost every category for the asset manager including compensation and distribution.
July 18 -
If a farm machine run by one person replaced nine laborers, why wouldn’t that analogy apply to the business of investment advice and asset gathering?
July 17 -
The app allows users, many of them first-time investors, to get started for as little as $5.
July 14 -
Amazon's Jeff Bezos has the distribution to potentially disrupt financial services, says Riskalyze CEO Aaron Klein.
July 10 -
The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.
July 7 -
In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.
July 5 -
Together, Advizr and Trizic raise nearly $10 million in funding.
June 28 -
Fintech startup GoldBean tapped by banking software firm to pair planning with financial literacy tools.
June 28 -
Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.
June 21 -
Vault and Retiremap are launching products this week that are designed to help people stash cash where they can.
June 9 -
KeyCorp acquired the personal financial management tool for an undisclosed sum.
June 1 -
Disruption of financial services is not a one-time event. Innovation is shaping everything from consumer behavior and advisers' needs to regulatory requirements.
May 31 -
Bank of America's soon-to-be-released virtual assistant, erica, is being trained to provide personal finance advice.
May 30 -
The launch comes as banks and other players in the advisory industry vie for the $30 trillion in wealth that is expected to change hands in next several decades.
May 15 -
Self Lender and Wela, two fintech startups, are making their marks on the PFM space by providing incentives to users to manage their money wisely.
May 12 -
The impact of digital companies may be felt later than sooner; but millennial clients and health data seen as catalysts, experts say.
April 27 -
Digit's decision to charge a monthly fee speaks to the challenge of making fintech profitable.
April 24 -
Wealthfront is the first of the tech-powered financial advisers to offer securities-based lending. It will compete with the likes of Wells Fargo and Morgan Stanley.
April 19 -
Even though the rule has been delayed, the issues raised by it still need to be addressed by advisers, according to industry insiders.
April 12

















