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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
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Choosing their own technology for clients was a big draw for the advisors, who affiliated with Kestra.September 18
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Ameriprise, for example, has hosted more six times as many advisors virtually than it did in person last year.September 16
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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
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While most of the issues were resolved by midday, the interruptions sent a shudder across Wall Street.September 4
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Wealthfront gives users more control over their money with automatic transfers to savings accounts or ETFs.September 2
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The custodian’s NetX360 desktop now supports biometric authentication.September 2
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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
CEOFirst Ascent Asset Management
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Firms had problems related to equities, options and cryptocurrency trading as well as slow websites and mobile apps.September 1
