Technology
Technology
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Jalina Kerr, the managing director of client experience at Schwab Advisor Services, wants to make digital adoption easy for RIAs.
January 23 -
The California native also shared what he is excited to see from wealthtech this year, and some tips for East Coast advisors taking in the West Coast sights.
January 20 -
Cybersecurity company Cyberarkan used the AI-driven text generator to create a new strain of malware capable of bypassing traditional controls.
January 20 -
Plus, celebrating Black tech titans and a fresh fintech idea attracts $3.1 million in seed funding
January 18 -
Plus, new deposit tools for J.P. Morgan Wealth Management clients, and Robinhood Retirement goes live.
January 13 -
The fintech startup is mining SEC, FINRA and other data to make information on financial advisors easier for consumers to digest.
January 12 -
After ending 2022 with a $11 million capital raise, the two-year-old fintech is kicking off the new year by adding 30 years of wealth management experience to its ranks.
January 12 -
At Future Proof 2022, the founder of Lake Avenue Financial and Futurvest discussed how planners can help his family's effort to boost financial literacy.
January 12 -
The new Orion Advisor Technology president is ready to innovate and change the game in 2023
January 11 -
From professional musician to fintech CEO, Perullo's passion for creative problem solving has always propelled him forward.
January 11 -
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Challenger banks and apps such as Zeta, Onward and Nerve are helping people manage complex financial relationships beyond simple joint accounts.
January 10 -
Investment firm Impactive Capital the Envestnet board needs change due to "lack of shareholder" alignment.
January 6 -
The crypto tax environment, new crypto reporting requirements and a recently launched crypto education resource are among the latest developments in digital assets.
January 5 -
On many unregulated cryptocurrency exchanges, wash sales may be highly inflating stated volume, according to a recent study.
January 4 -
Surge Ventures will invest in software addressing the industry's "data hygiene challenge" and help founders navigate startup challenges.
January 3 -
From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.
January 2 -
A BNY Mellon Wealth Management and Campden Wealth analysis says while the next generation is ready for succession in the family enterprise, family offices don't think they're ready.
December 30 -
When it comes to their finances, America's youngest adults are extremely confident — but some experts say that confidence is fragile.
December 26 -
Wealth management firms say they feel increasing pressure to have a great digital experience, and better client insights require better data.
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