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The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.
March 10
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Qapital's funding round comes as banks are increasingly adding money-management tools to their mobile apps.
March 9
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Data aggregators want to apply their technology to lending decisions.
March 8
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Drew Sievers says the adviser tech firm is ready to cover lost ground in the market and compete.
March 8
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The firm built a product to match the current moment, which is political, says CEO Hardeep Walia.
March 8
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Andy Sieg says the firm's digital wealth and mobile app investments are "a key strategic story."
March 1
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MarketRiders is the latest digital platform aimed at a specific minority investor community.
March 1
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Advisers can stay connected in a meaningful way and still automate how they communicate.
March 1
Polly Portfolio -
In a nod that digital advice is here to stay, the agency updates its directions on how to ensure compliance, along with tips for evaluating the growing number of services.
February 23
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Using digital tools to gather financials earned planners an average $2,000 in additional revenues per client, according to a survey.
February 22
