Fintech
Fintech
-
The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.
November 7 -
Advisors say they have concerns about an upcoming recession, according to a new survey.
November 5 -
The wealth management unit took in lower revenue from the year-ago period — but executives say its transformation is going according to plan.
November 4 -
Many larger firms have found this investment has raised the quality of service for their clients. But what if you're a small firm?
November 1 -
Jason Wenk, founder of Altruist, is ramping up for an end-of-year debut.
October 31 -
Female-founded startups receive less that 3% of all global funding, a report found.
October 25 -
CEO Dan Arnold described the firm's multipronged strategy for further growth.
October 25 -
SigFig reportedly lays off a percentage of its workforce, while a former Fidelity marketing chief joins Personal Capital.
October 23 -
The RobustWealth and Wells Fargo acquisitions are boosting the firm’s technology and scale as firms of its type diverge on their approach to a changing industry.
October 21 -
Technology tools are pitched as time savers, but that’s not how advisors are actually using them.
October 18 -
Independent investment platforms are projected to lose market share to larger entrants, according to industry data.
October 16 -
Carolyn Clancy, head of the BD segment, says its 200 client firms need more tools and capabilities in a new era of wealth management.
October 16 -
Inspired by the founder’s unique vision, this journalist leaped to the business side.
October 11 -
The market information giant provides financial data and infrastructure to more than 40,000 institutions in over 190 countries.
October 9 -
Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.
October 9 -
The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.
October 9 -
Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.
October 9 -
An online war is underway for deposits, as a wide range of players — traditional wealth managers, big banks, digital-only platforms and fintechs — offer high-interest savings and checking through apps and websites.
October 7 -
Jud Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the profession forward, mourners say.
October 4 -
“I do not meet anyone in person and that's intentional,” says one financial advisor.
October 3

















