Technology
Technology
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The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.
January 28 -
To win at cybersecurity, base your strategy on the way you are already serving clients.
January 28 -
As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.
January 28 -
A new research company from the rock frontman and TPG Investments will gauge the effectiveness of sustainable investments.
January 25 -
Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?
January 25 -
Regulator puts brokers on notice about its top concerns for 2019.
January 23 -
Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next generation?
January 23 -
The technology could make collecting more appealing to investors.
January 23 -
The leak included information on about 12,000 advisors who are clients at LPL Financial.
January 23 -
The leak affected advisors who do business with the asset manager’s iShares ETF unit.
January 22 -
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The deal combines two of the financial services industry's largest technology and processing companies.
January 16 -
It's unclear how automated investment platforms will perform during a major market downturn and what that could mean for advisors' bottom lines.
January 16 -
Non-public corporate earnings reports were among the stolen information, the regulator claims.
January 16 -
Launching an app doesn’t have to cost millions of dollars.
January 16 -
Advisors should pay attention to compliance issues and evolving expectations from clients.
January 15 -
The restructuring comes as a competitor enters wealth management data aggregation.
January 15 -
The research firm’s headcount and related job forecast are based on a highly elastic idea.
January 14 -
BlackRock will see the largest reduction to its workforce since 2016.
January 11 -
Quovo is acquired by competitor Plaid, which says it wants to extend its aggregation into the brokerage space.
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