Fintech
Fintech
-
The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.
June 12 -
Fee pressure and improvements in data and analytics are among the leading issues the industry faces today, executives say.
June 12 -
The barriers for firms to enter into multiple financial services has dropped significantly and digital advisory firms are taking advantage.
June 12 -
Players on both sides of the fence are being forced to rethink past practices.
June 11 -
The new open architecture platform will minimize the “swivel chair experience” for advisors.
June 11 -
Executives say the race to zero in fund fees and improvements in data and analytics are among the top issues impacting asset management.
June 7 -
Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.
June 6 -
It’s a tool, not a business model said the CEO at LINC conference; competitors beg to differ.
June 5 -
The ex-CEO of a tax-focused firm acquired by the network in 2012 now leads HD Vest and 1st Global following the $180-million deal.
June 5 -
The new player aims to disrupt the sector despite losing some 300 reps to other firms.
June 3 -
The tech stack is about much more than efficiency and scale.
May 29 -
-
The firm aims for a bigger foothold in a competitive sector with new offerings around tech, service, advisory programs and practice management.
May 23 -
CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.
May 22 -
The company is “in the beginning stages of building out those capabilities,” according to a spokesman.
May 17 -
The fintech company, which was forced to rebrand its cash management product last year after misleading marketing caused a backlash, is seeking a national bank charter.
April 22 -
Blucora’s wealth management unit is transforming while showing some impressive results. But is the firm moving too fast?
April 22 -
FINRA, Morningstar and Nasdaq have already migrated to the cloud. Should RIAs follow?
April 9 -
Andreessen Horowitz — one of the richest and most famous firms on Sand Hill Road — is giving up its VC designation.
April 8 -
A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances.
April 8

















