Technology
Technology
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With $440 million in capital, the alternative investing company plans to expand internationally and make more acquisitions.
July 28 -
The firm made several other changes to its executive leadership, including a new chief marketing officer.
July 27 -
With Intelliflo, the insurance giant hopes to expand agents’ ability to offer wealth management and financial planning.
July 24 -
Join the newly appointed executive for a look at the changes happening at the online financial services company and broader fintech industry.
July 23 -
While US investors lag Asia and Europe, their perception of cryptocurrencies as an investment class, not a currency, is rising.
July 21 -
Titan plans to challenge Fidelity and BlackRock and attract younger generations to active investing.
July 20 -
The deal formally unites Marty Bicknell and Steve Lockshin, two of the biggest names in wealthtech investing.
July 20 -
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Firms automating a once little-known investment strategy have become one of the hottest areas for wealthtech acquisitions.
July 19 -
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
July 16 -
The startup, Just Invest, uses direct indexing to manage $1 billion in assets.
July 13 -
The head of Ark Investment Management will assist fintech platform Tifin as the company’s subsidiary Magnifi introduces commission-free brokerage services.
July 13 -
As demand for cryptocurrency services from institutional investors surges, the asset manager will add about 100 workers to help the business develop new products and expand into additional cryptocurrencies.
July 12 -
Two-thirds of advisors agree that technology is key to serving more clients and driving growth, and will significantly change advisory practices in the future.
July 12 -
According to Financial Planning’s 2021 Tech Survey, large firms are ramping up spending while smaller firms are keeping budgets modest. Are they starting to fall behind?
July 12 -
The exposed information includes customer names, dates of birth, Social Security numbers and company names.
July 8 -
She made headlines when she became chairwoman in 2019, but quietly exited two years later when a marketing campaign created a conflict of interest.
July 7 -
Wealth management should be aware of these factors and how they impact products and processes.
July 6 -
New questions are being raised about the brokerage’s practices with the Intelligent Portfolios product.
July 6 -
The company received $15 million to build out a platform connecting clients to financial planning, investment management and tax professionals.
July 6


















