How much work went into modernizing Junxure CRM, and why the company is still glad it made the acquisition.

The partnerships are a big win for the rapidly growing wealthtech.

Digital assets made their Super Bowl debut, but commercials focused on investor FOMO rather than education or security.

Managed FidFolios lets clients with as little as $5,000 get a managed portfolio consisting of hundreds of individual stocks.

The wealth management industry continues its slow embrace of digital assets.

The bank plans to let the digital advisor operate as a standalone unit while looking for near-term “easy wins.”

The fintech’s growth alongside groups like XY Planning network proves the opportunity in a largely untapped market of investors.

The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.

The hits came from all directions: net loss was steeper than anticipated, monthly active users dropped and average revenue per user tanked

The firm “has barely scratched the surface” of selling its technology to independent financial advisors and brokers.

CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.

The bank plans to make the robo-advisor the foundation of a new digital offering that will include access to human advisors.

Saifr’s technology flags risks and compliance issues in documents, social media posts and videos before they are sent for review.

Venture capitalists agree in spirit with an idea floated by the Securities and Exchange Commission that large private companies should divulge more about their finances. But they warn financial services innovation could be stifled if the requirements are too stringent.

As boomer advisors retire, look for younger advisors to push the way firms serve clients beyond the limits of what we have yet invented or even imagined.

Regulators haven’t reached out after hack, according to CEO Kris Marszalek

In an exclusive Q&A, Financial Planning asks about the new role and how her experience with financial planning software will inform future decisions.

The app will allow trading of listed stocks and ETFs.

The firm built an education and wellness platform for Fidelity’s eMoney, and it’s rolling out a new app this year.

The trend shows no sign of slowing down in 2022, but not everyone is convinced the products are good for clients.