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Quovo is acquired by competitor Plaid, which says it wants to extend its aggregation into the brokerage space.
January 9
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The growing number of independent financial advisors could spell trouble for traditional RIAs, says the head of the national advisory firm.
January 9
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Talent appears to be pouring from the wirehouse as more planners exit.
January 9
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The LearnVest founder left the insurance giant and No. 6 IBD, in her latest surprise move after the firm shut down the startup’s online planning services.
January 9
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Efforts to build better connections to bank customer data, trade digital currency and explore artificial intelligence for security and compliance purposes were some of the biggest draws of fundraising for U.S. startups.
January 9
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Sustaining growth will become an increasing challenge, says the firm’s incoming chief revenue officer.
January 9
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The top 20 are now home to nearly $1.2 trillion in combined assets.
January 9
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People in this cohort experienced a major setback during the housing bust just as they were likely to be getting married, starting families and becoming first-time homeowners, says one expert.
January 9
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The tax increases stem from lawmakers' failure to index the taxation on inflation, according to one expert.
January 8
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The former CEO of HD Vest left the firm three months earlier than he originally anticipated.
January 8
