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It's the second acquisition in recent months for the WisdomTree-backed platform.
May 10
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A former pro of an early financial planning tool learns how much has changed — and how little — as she keeps up with exponential tech advances.
May 4
Mercer Advisors -
Ex-Goldman Sachs executive stresses advisers need sophisticated tools to compete in a crowded robo market.
April 26
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Does the advisory industry need yet another risk assessment tool?
March 20
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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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MarketRiders is the latest digital platform aimed at a specific minority investor community.
March 1
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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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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 -
Finhabits is billed as the industry's first bilingual digital platform.
February 15
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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
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Reflecting industry concern with Department of Labor rule requirements, the firm dubbed the platform as a "One-Click Fiduciary."
February 15
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Digital advice firms will continue to market themselves as white knights in the financial services industry, observers say.
February 6
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The two major technology enhancements are set to benefit RIAs, says our tech columnist.
February 2
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Advisers will have new apps to choose from and more risks to manage. But their ability to put the client first will determine success.
February 1
Jefferson National -
Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.
January 31
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Planners will have control over the service, which will not be available directly to clients, according to the firm.
January 30
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Too much growth has led to a slowdown in business efficiencies. Smart firms need to fix their operating models.
January 25
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Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.
January 24
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Nearly half of U.S. clients would switch to tech giants for advisory services, according to a new study .
January 12
