In a deal estimated to total $199 million in cash, cloud technology company Actua Corp. has agreed to acquire FolioDynamix, a cloud-based wealth management platform.
Actua, formerly ICG Group, will acquire an approximately 97% primary equity interest in FolioDynamix in the transaction that is expect
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In an industry notorious for documents and signatures, firms welcome chance to automate
Digital startup Upside powers Barry Ritholtz and Josh Brown's new platform for emerging investors
Amid red-eyed financial geeks, our intrepid reporter spots a theme: The robo-adviser threat.
Effective communication takes place when the receiver interprets the sender's message in precisely the fashion in which the sender intended it, according to The American College's “Fundamentals of Financial Planning” textbook.
Preventing hack attacks is a big concern for independent broker-dealers heading into next year based on their planned technology spending.
