Fintech
Fintech
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Plus, SmartAsset Acquires DeftSales, Snappy Kraken Announces Collaboration with Morningstar and Skience unveils strategic planning for firms.
April 20 -
The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philosophy and his business ethos philosophy. To make the industry better, he encourages fellow advisors to do the same.
April 19 -
After 13 years at the helm, Wise's exit has sparked a search for the fintech provider's next full-time CEO.
April 18 -
Altruist wants to take on Schwab, Fidelity in RIA market after $112 funding round: Wealthtech Weekly Plus, the world's first AI-powered investment assistant, Opto Investments news and BlackRock's fixed income SMAs come to Orion.
April 13 -
No one knows how advisory firms should best leverage budding metaverse technology. And experts say if someone suggests otherwise, their confidence is likely virtual.
April 10 -
This year's conference features sessions centered around improving the client experience, future proofing your business and understanding the regulatory environment.
April 6 -
Plus, Savvy Wealth launches a direct indexing tool, AssetMark adds experience to its roster and Asset-Map teams up with Morningstar.
April 6 -
The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.
April 5 -
The fintech leaders said standing out in wealth management is all about finding your firm's "secret sauce."
April 5 -
Wealth managers are increasingly pledging to address diversity, equity and inclusion in their businesses.
April 4 -
Personalization, customization, flexibility and adaptability are the goals, writes the technology director at J.P. Morgan Wealth Management.
March 30 -
In the latest Independent Advisor Outlook survey from Charles Schwab, financial advisors shared the advantages and pitfalls of the industry's record RIA expansion.
March 29 -
He spoke at Future Proof after the firm unveiled its collaboration with Dynasty Financial Partners and a funding rounds that raised $80 million.
March 28 -
Hecker wants to craft wealthtech so seamless that clients forget they're staring at a screen and feel like they're truly connected to their advisor.
March 22 -
The wealthtech consulting firm's chief commercial officer argues that if you don't know what makes you special as an advisor, your tech won't help you grow.
March 21 -
The giant insurer and wealth management firm is seeking to engage Generation Z women who are the largest group of the digital pinboard's users.
March 21 -
Consumers and non-advisor professionals can now take advantage of the program, which Edelman argues is timely amid the banking crisis and volatile markets.
March 20 -
As Integrated continues its rapid growth, the veteran recruiter says value alignment is much more than a throwaway industry phrase.
March 17 -
The annual Technology Tools for Today conference also brought breaking news from FP Alpha, Hubly, CircleBlack and Advyzon.
March 17 -
The founder of the family-focused fintech firm said advisors who talk about how great they are make clients tune out.
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