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New financial planning software tool aims to meet the needs of clients with $25 million and up.
February 6
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The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.
February 5
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All 83,000 CFPs certification information is now published via the same technology that underlies fast-proliferating cryptocurrencies.
February 1
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The robo advisor scouted several cities for a second location apart from its New York City headquarters.
January 31
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Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.
January 31
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In a sweep of changes, the custodian is embracing an open architecture technology platform.
January 31
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The custodian's newest fintech partnership is meant to keep data safe while dealing with third-party vendors.
January 31
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Advisors are increasingly buying tech to monitor information sharing between financial firm partners and tech vendors.
January 30
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Digital tools will not only allow advisors to serve more clients, they can help advisors charge for services with greater accuracy.
January 30
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As wealth managers collect more client information, it is up to advisors to understand the value of data to the business and how it needs to be handled.
January 30
