Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.

Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.

Alex and Rosa Chalekian, along with their three sons, have launched a new subscription service providing education and coaching.

Social media and solid investing don't always mix.

Private equity firms have been using their war chests to go shopping for technology-focused financial services firms.

Here's what you my have missed this week in wealth management.

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.