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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
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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
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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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Brokerage chief Jim Weddle balks at offering automated advice as it would be "an alternative to working with our financial advisers."
February 15
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Some firms reserve comment on the president's order, despite public support for the fiduciary rule in the past.
February 8
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Most executives predict headcounts to go down over the next five years, a survey showed.
February 7
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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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To survive, planners must be willing to change in these five areas, according to the popular industry expert.
February 3
