The firm made several other changes to its executive leadership, including a new chief marketing officer.

With Intelliflo, the insurance giant hopes to expand agents’ ability to offer wealth management and financial planning.

Join the newly appointed executive for a look at the changes happening at the online financial services company and broader fintech industry.

While US investors lag Asia and Europe, their perception of cryptocurrencies as an investment class, not a currency, is rising.

Titan plans to challenge Fidelity and BlackRock and attract younger generations to active investing.

The deal formally unites Marty Bicknell and Steve Lockshin, two of the biggest names in wealthtech investing.

Firms automating a once little-known investment strategy have become one of the hottest areas for wealthtech acquisitions.

Now’s the time to think about how to leverage the benefits so we’re prepared when the technology reaches commercial viability, says Adam Schouela

The startup, Just Invest, uses direct indexing to manage $1 billion in assets.