Fintech
Fintech
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“The strategy was really tied to choosing the right partners who we knew had a greater likelihood of integrating well together,” says Amit Sahasrabudhe, COO of the firm’s U.S. wealth management business.
August 28 -
New digital integrations with CAIS and iCapital make it easier for independent advisors to access private equity and hedge funds.
August 26 -
The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.
August 21 -
The robo advisor hopes transparency on employee demographics will encourage change.
August 19 -
While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo.
August 18 -
Of the 330,000 new accounts opened this year, about a third were for clients 35 or younger.
August 14 -
As consolidation reshapes the market, the custodian sees an opportunity to attract tech-forward and multi-custodial firms.
August 13 -
Do RIAs still have a clear advantage when it comes to modern planning software?
August 12 -
Daily average trades on the app in June were four times higher than on E-Trade.
August 10 -
Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.
August 6 -
The fintech’s new executive says cryptocurrency will help communities that the financial services industry isn’t serving.
August 6 -
The firm is still determining which other pieces of technology it will retain after acquiring its rival.
August 5 -
Fintechs are facing unique challenges in the pandemic. There might be a resurgence in funding on the horizon, but startups are looking to see what they can do now to weather the storm.
July 31 -
About two dozen advisors are using the software now, and the firm is making changes based on their feedback, an executive says.
July 30 -
The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead.
July 29 -
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Wall Street criticizes rookie investors for driving up stock prices, but there is little evidence supporting the narrative.
July 17 -
Members of Congress question whether the company is doing enough to protect inexperienced customers engaging in high-risk investing.
July 16 -
A former engineer claims he was “routinely harassed and discriminated against” by the custodian and its management.
July 16 -
The two companies have deep ties and are now formalizing the bond.
July 15

















