The latest in financial adviser #FinTech
This month's edition kicks off with the big news that "robo-adviser-for-advisers" AdvisorEngine has acquired Junxure CRM
The latest in financial adviser #FinTech
This month's edition kicks off with the big news that the Center for Research in Security Prices (CRSP) is working with Vanguard to put its Total Stock Market Index (along with several others) on a publicly available blockchain.
The Latest In Financial Advisor #FinTech
This month's edition kicks off with the big news that Lincoln Financial has decided to build its AdviceNext adviser workstation on Fidelity's Wealthscape.
The latest in financial adviser #FinTech
This month's edition kicks off with the big debut of CleverDome, a next-generation cybersecurity solution.
The latest in financial adviser #FinTech
This month's edition kicks off with the big news that Envestnet is acquiring FolioDynamix, a 'mega-deal' that will bring Envestnet's total assets to $2T.
The latest in financial adviser #FinTech
This month's edition kicks off with the big news that Personal Capital has crossed $5B of AUM.
The big news and trends in adviser #FinTech
This month's edition kicks off with the big release of Riskalyze's new Autopilot platform.
The latest in financial adviser #FinTech
The big news, announcements and underlying trends and developments in technology for financial advisers and wealth management.
Michael Kitces’ weekend reading for financial advisers
FutureAdvisor deal ups fee pressure on fellow robos, understanding ETF flash crashes, and the rest of this week's must-reads
Michael Kitces’ weekend reading for financial advisers
A look at the new edition of the CFP Board's big handbook, practice management tips, what to think about when thinking about merging and all the must-read news for advisers.
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