Technology
Technology
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The provider of an all-in-one software package will now offer advisors outsourced investment management.
March 22 -
Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.
March 22 -
Here's what happened over the last week in wealth management.
March 19 -
Mixed-reality technology is now being used to train advisors; use cases that bridge the physical and digital worlds between client and wealth planner could be next.
March 17 -
A new study shows game techniques can push consumers into riskier financial decisions, and advisors are seeing the effects on clients.
March 16 -
It's the latest in a buying spree that's part of CEO Jamie Dimon's goal to stay in front of the competition.
March 15 -
The financial literacy, savings and investing app for kids has received investments from several NBA stars and giants such as Fiserv and U.S. Bank.
March 15 -
The company has added $1 billion in assets in 18 months.
March 14 -
After Schwab acquired Motif in May 2020, a slew of companies quickly bought their way into the strategy.
March 10 -
The attacks are expected to mirror geopolitical tensions.
March 10 -
How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.
March 9 -
The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.
March 9 -
Interactive Brokers is launching a trading app geared to novice investors that’s poised to compete with rivals like Robinhood.
March 8 -
Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.
March 3 -
Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.
March 3 -
With practices innovating in the way that they engage with clients and prospects, some may be missing out on business opportunities.
March 2 -
The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.
March 2 -
Results will shape ongoing coverage of tech issues and a market research report.
March 1 -
The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.
March 1 -
Susan McKenna, the financial planning software’s head of marketing and business development, has been named interim CEO.
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