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Long Game uses behavioral economics and the mass popularity of lottery games to redirect lottery spending toward savings.
May 24
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"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.
May 17
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Wealth management platforms are in a steady buying spree, snapping up tech firms that can give them extra features to offer clients.
May 17
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Self Lender and Wela, two fintech startups, are making their marks on the PFM space by providing incentives to users to manage their money wisely.
May 12
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Banks have warmed up to digital wealth management tools but will need to use their human advisers, too, to beat fintechs.
May 12
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The digital platform was intended for use by all of the firm's wealth advisers.
May 10
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The partnership “shows just how much technology is being democratized and customized,” according to one researcher.
May 10
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It's the second acquisition in recent months for the WisdomTree-backed platform.
May 10
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A former pro of an early financial planning tool learns how much has changed — and how little — as she keeps up with exponential tech advances.
May 4
Mercer Advisors -
Young firm lays off 10; president who lead business-to-business effort resigns.
April 28
