The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
-
It’s important for all advice firms to have an information security strategy in place that safeguards company and client data wherever it resides.
February 22
United Capital -
Chatter about bank-nonbank combinations pops up frequently, as it did in a low-profile way this week, but there are reasons you should be skeptical even in these anything-could-happen times.
February 17
-
AdvisorEngine's purchase of software firm Wealthminder is the first of what's expected to be another year of deals and investments into the wealth management fintech space.
February 16
-
It’s time to serve clients at every income level, the influential adviser says — in a big strategic departure from his firm's past emphasis on landing ever-wealthier prospects.
February 16
-
Finhabits is billed as the industry's first bilingual digital platform.
February 15
-
With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.
February 15
-
Reflecting industry concern with Department of Labor rule requirements, the firm dubbed the platform as a "One-Click Fiduciary."
February 15
-
Brokerage chief Jim Weddle balks at offering automated advice as it would be "an alternative to working with our financial advisers."
February 15
-
Some firms reserve comment on the president's order, despite public support for the fiduciary rule in the past.
February 8
-
Most executives predict headcounts to go down over the next five years, a survey showed.
February 7
