Fintech
Fintech
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A new study finds that younger advisors see more good than harm when it comes to artificial intelligence's impact on wealth management.
December 1 -
The longtime advisor and fintech founder made his first trip to Future Proof to soak up a little bit of sun, and a whole lot of knowledge.
November 30 -
The data analytics company ranked the biggest names in wealth management on how well their apps and websites accommodate clients.
November 21 -
Studies show that convincing inheritors to stick around is far from a sure thing. Envestnet's Dana D'Auria has advice for advisors looking to make those relationships stickier.
November 20 -
Arch CEO Ryan Eisenman said peace of mind, better data and smarter decision-making lie at the heart of his firm's mission statement.
November 17 -
The wealthtech firm joins forces with Empower to launch a new 401(k) solution for advisors called Envestnet Retire Complete.
November 16 -
Financial professionals using FMG will gain access to materials in the Bento Collection, enabling them to proactively advise clients and prospects during the "moments that matter."
November 16 -
The partnership provides tru's community of independent advisors with a unique offering to add private investments into client portfolios.
November 16 -
The second annual Women in Wealth Management Awards celebrated seven women for their achievements.
November 16 -
According to Cerulli Associates, technology is not only helping advisors become more efficient but also influencing decisions related to how and where they practice.
November 15