Fintech
Fintech
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Almost 80% of advisors in a survey said their technology wasn’t meeting their needs — and more than half of that group said they are considering switching firms because of it.
June 1 -
Account openings on the app doubled in 2020 from a year earlier.
May 28 -
The app offers investing and banking products to more than 4 million subscribers.
May 27 -
The custodian has 15 firms scheduled to transition before the end of this year. It hopes to migrate each of them over in less than six weeks.
May 26 -
Digital asset investors also tend to be more financially literate and experienced, according to data from Hearts & Wallets.
May 26 -
Wealth managers now need to not only meet digital expectations but also surpass them, writes Will Bailey.
May 26 -
A lack of faith gives investment and wealth management firms the lowest ranking among the least trusted types of financial services companies, a Morning Consult survey finds.
May 25 -
Onramp Invest features integrations with Wealthbox CRM and Advzyon, a partnership with WisdomTree and financial backing from Ritholtz Wealth Management.
May 25 -
The startup is making its platform easier for RIAs to use while moving further away from Wealthfront's vision of "self-driving money."
May 21 -
The investment manager is part of a $50 million fundraising round in the wealthtech startup
May 19 -
Faster connections increase the potential for automation-based technologies, including autonomous vehicles and industrial robots.
May 19 -
As more wealth management companies roll out cryptocurrency resources for advisors, here’s what’s still holding some planners back.
May 14 -
Financial advisors and even competitors to Robinhood say the self-directed service has opened the door to new potential clients.
May 13 -
At FP’s INVEST conference, executives from major firms explained how the coronavirus has altered the advisor and client experience for the long term.
May 12 -
What are the most exciting trends in financial technology today, and which startups are poised to win?
May 11 -
Advisors and clients at Bank of America's brokerage can now collaboratively create multiple accounts across the firm simultaneously.
May 7 -
People moves and deals at RBC, LPL, Baird, Dynasty, Beacon Pointe, Rockefeller Capital Management and other quick takes from this week in the financial advice industry.
May 6 -
Even as Bitcoin and other digital currencies increasingly gain acceptance across Wall Street, the robo advisor is still doing its research.
May 6 -
The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118.
May 5 -
Most young and mass market clients still turn to traditional firms, but a shift toward app-based accounts is under way, according to Broadridge data.
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