Fintech
Fintech
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After ending 2022 with a $11 million capital raise, the two-year-old fintech is kicking off the new year by adding 30 years of wealth management experience to its ranks.
January 12 -
At Future Proof 2022, the founder of Lake Avenue Financial and Futurvest discussed how planners can help his family's effort to boost financial literacy.
January 12 -
The new Orion Advisor Technology president is ready to innovate and change the game in 2023
January 11 -
From professional musician to fintech CEO, Perullo's passion for creative problem solving has always propelled him forward.
January 11 -
Challenger banks and apps such as Zeta, Onward and Nerve are helping people manage complex financial relationships beyond simple joint accounts.
January 10 -
Investment firm Impactive Capital the Envestnet board needs change due to "lack of shareholder" alignment.
January 6 -
The crypto tax environment, new crypto reporting requirements and a recently launched crypto education resource are among the latest developments in digital assets.
January 5 -
Surge Ventures will invest in software addressing the industry's "data hygiene challenge" and help founders navigate startup challenges.
January 3 -
From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.
January 2 -
A BNY Mellon Wealth Management and Campden Wealth analysis says while the next generation is ready for succession in the family enterprise, family offices don't think they're ready.
December 30 -
Wealth management firms say they feel increasing pressure to have a great digital experience, and better client insights require better data.
December 23 -
Check out this collection of can't miss conversations with industry insiders and experts.
December 21 -
The largest U.S. bank's new digital money coach, embedded in its Chase app, has a referral feature designed to capture more business for wealth managers and contribute to attracting talent.
December 19 -
Crypto isn't going away, and neither is client interest. But the conversations around it are changing. Here's what the industry took away from 2022 and what's around the corner.
December 15 -
At Future Proof 2022, the MLB star and former olympian said his quest for financial knowledge will never end.
December 14 -
The fintech founder wants to give advisors greater access to one of the simplest asset classes, and one of the most complicated.
December 14 -
Experts say you don't have to buy in. But being able to skillfully navigate crypto conversations with clients can help you and your firm cash out.
December 13 -
AI, blockchain technology to push the wealth management software market to new heights … eventually. Plus, fresh tech from Raymond James and why HNW investors are still excited about digital assets.
December 8 -
With a message that stresses education and warns of volatility, the organization is reminding CFPs that their responsibilities don't change when the asset is digital.
December 5 -
After joining the Swiss bank in October from the New York Fed, the head of its U.S. wealth arm is adding to her responsibilities.
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