Fintech
Fintech
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New ownership of the popular platform could open the door for new tech leadership, but don’t count Schwab out yet.
October 19 -
The fintech plans to build out cash, checking, insurance and mortgage products.
October 16 -
Estimates for the deal between the analytics platform and private equity firm LLR Partners go as high as $270 million.
October 13 -
“If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent.
October 13 -
Like other firms, the bank's asset management unit has turned to an outside partner, 55ip, to give RIAs a tax-smart way to transfer assets into model portfolios.
October 7 -
Charles Schwab is in early stages of its plans for the future of TD Ameritrade’s advisor division.
October 6 -
Average portfolios tend to be traditional and helped stabilize markets during the COVID-19 crash, new research shows.
October 1 -
This year’s list of the 150 largest firms represents an industry that will emerge from a post-COVID world deeply altered.
October 1 -
Unlike many digital advisors, Retirable is not offering investment management or targeting millennials.
September 30 -
If this year has taught our industry anything, it’s that the key is to stay nimble.
September 29 -
The bevy of choices can feel overwhelming. Here’s where experts recommend advisors get started.
September 28 -
The company's new agreement with Envestnet Yodlee to share customers' account data over secure pipes is its 17th pact with aggregators and other fintech firms.
September 25 -
Choosing their own technology for clients was a big draw for the advisors, who affiliated with Kestra.
September 18 -
Ameriprise, for example, has hosted more six times as many advisors virtually than it did in person last year.
September 16 -
It also suggests digital advice providers “have only a few years to achieve critical mass, or they will be sold for parts like Motif and Folio Financial,” says one expert.
September 11 -
While most of the issues were resolved by midday, the interruptions sent a shudder across Wall Street.
September 4 -
Wealthfront gives users more control over their money with automatic transfers to savings accounts or ETFs.
September 2 -
The custodian’s NetX360 desktop now supports biometric authentication.
September 2 -
Tools from Betterment, Vestwell and FiduciaryShield make it easy for planners to become retirement plan advisors, but they need to think twice before jumping in.
September 1 -
Firms had problems related to equities, options and cryptocurrency trading as well as slow websites and mobile apps.
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