Technology
Technology
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Alex and Rosa Chalekian, along with their three sons, have launched a new subscription service providing education and coaching.
February 28 -
To engage current and prospective clients, advisors need to hone their voices, curate content and develop consistent posting habits, among other practices.
February 24 -
The robo is adding repayment help and, eventually, 529 savings plans to its service for employers.
February 23 -
Increasing complexity is making it harder than ever for wealth management firms to protect client data.
February 23 -
Social media and solid investing don't always mix.
February 23 -
Changing consumer expectations, new workplace realities and increasing demand for third-party access to data are pushing companies to re-invent cybersecurity's role for the future.
February 23 -
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Private equity firms have been using their war chests to go shopping for technology-focused financial services firms.
February 22 -
Changing consumer expectations, new workplace realities and increasing demand for third-party access to data are pushing companies to re-invent cybersecurity's role for the future.
February 22 -
Here's what you my have missed this week in wealth management.
February 18 -
There are not enough of us on the platform drowning out all the bad advice. Damage will ensue.
February 18 -
How much work went into modernizing Junxure CRM, and why the company is still glad it made the acquisition.
February 17 -
The partnerships are a big win for the rapidly growing wealthtech.
February 16 -
Digital assets made their Super Bowl debut, but commercials focused on investor FOMO rather than education or security.
February 14 -
Managed FidFolios lets clients with as little as $5,000 get a managed portfolio consisting of hundreds of individual stocks.
February 10 -
The wealth management industry continues its slow embrace of digital assets.
February 9 -
The SEC is asking the public for feedback on a Grayscale Investments application application to turn its Grayscale Bitcoin Trust into an ETF tied to Bitcoin’s spot price.
February 7 -
BlackRock hopes to educate TikTok followers on financial wellness as part of a push to promote “financial inclusion.”
February 4 -
The bank plans to let the digital advisor operate as a standalone unit while looking for near-term “easy wins.”
February 1 -
The fintech’s growth alongside groups like XY Planning network proves the opportunity in a largely untapped market of investors.
January 31
