Fintech
Fintech
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The IBD network joins asset managers and other companies developing new methods to display how the products integrate into client portfolios.
July 26 -
The bank is taking a cue from FANGs and using data to personalize clients’ experience.
July 24 -
The fintech raised $323 million and is expanding trading of cryptocurrency.
July 24 -
Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.
July 23 -
Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.
July 23 -
Advisors say they’re allocating assets based on client objectives, but they likely are not, according to SEI’s survey.
July 22 -
Financial firms are grappling with what — and how — to tell consumers about the use of their private information.
July 18 -
The asset management and software giants plan to start the rollout of their 401(k) tool and app later this year.
July 17 -
MyVest’s Anton Honikman shares secrets of a successful partnership.
July 17 -
The new digital products are a significant opportunity for the bank, experts say.
July 10 -
Simple solutions may be a better alternative to customization, says the company's CEO.
July 8 -
The network connects advisors with clients whose financial needs have been overlooked, says the firm's CEO.
July 5 -
Almost four in 10 borrowers are under the age of 30, according to data from the Federal Reserve Bank of New York.
July 1 -
The wirehouse is giving the ultrahigh-net-worth crowd a more complete view of their finances, says Don Plaus head of private wealth management.
June 27 -
A better technology strategy may help firms improve walletshare, a new report says.
June 26 -
Many planners are feeling out of touch with modern digital tools. Here are some steps to follow to get back in the game.
June 26 -
Keeping up with all the options isn’t always easy, but it’s important, according to the custodian's vice president of digital strategy.
June 26 -
The new product will allow fintechs to expand their financial service offerings without changing providers.
June 25 -
They have begun eyeing clients with $1 million and less.
June 21 -
The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.
June 19



![“The hardest thing [at the wirehouses] was caring for the legacy systems, things that had been carried over for 30 or 40 years," says Christopher J. Randazzo, president of private wealth management at Rockefeller Capital Management.](https://arizent.brightspotcdn.com/dims4/default/245e397/2147483647/strip/true/crop/3000x1688+0+22/resize/1280x720!/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F05%2Fb7%2F5d5ca43e4c8e8c683650cfcc60dd%2F85a0271.jpg)














