Technology
Technology
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Onward, an app that recently raised a Series A from investors that include Citi Ventures, helps separated and divorced parents transparently share expenses and pay each other back in one spot.
November 14 -
Experts say getting a handle on the repercussions of FTX's demise is likely to take months.
November 14 -
Pontera's Rory Berry and Facet Wealth's Patrick McKenna share what motivated them to enlist, and how that decision forever changed their lives.
November 11 -
Revenue, users and accounts are up for the tech firm. But company leaders are already thinking about the future.
November 10 -
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Plus, an investment platform from Private Advisor Group and outsourced chief investment officer tech for RIAs of all sizes.
November 3 -
Between winning awards for her work in the DEI space and educating chief compliance officers, the ComplySci leader keeps a full schedule.
November 2 -
Noncompliance with a thicket of U.S. and E.U. rules risks regulatory scrutiny and, in some cases, steep fines.
October 26 -
The explosion of software is cutting into workers' ability to get anything done.
October 21 -
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Efforts to increase diversity in the wealth management industry include Raymond James' Black Financial Advisors Network and the BLX Internship Program.
October 17 -
BNY Mellon and Nasdaq are developing in-house digital-asset custody platforms for institutional investors, making them among the first in traditional finance.
October 17 -
The nation's biggest independent robo-advisor is the latest big name detailing its revamped cryptocurrency plans despite a difficult year for digital assets.
October 12 -
The industry's first "financial advisor assessment score" is showing wealth managers how they stack up.
October 11 -
Starting now, the more than 3,100 RIAs who are part of the Envestnet ecosystem have crypto tools courtesy of a pair of well-known players.
October 6 -
Google Head of Product Inclusion Annie Jean-Baptiste believes that when you create tools for those living on the margins, it also empowers those in the middle.
September 30 -
Plus, Betterment enters a deal to offer digital assets as a new survey finds Americans are cooling on crypto.
September 29 -
Plus, new "diversity-tech" for financial services and Skience scales its offerings
September 23 -
Mechanics Bank in Walnut Creek, California, has signed up to be Inclined's first partner.
September 23















