Digital investment platforms go online to calm skittish investors
Wealthfront and Betterment take to Twitter and the blogosphere as stock market volatility rises.
New Fidelity CEO Abigail Johnson wants to be ‘accessible to advisers’
Abigail Johnson, successor at the privately owned, family-run company, wants to understand the businesses of her clients, including advisers.
BloombergBlack honcho John Michel comes full circle with new gig
Former BloombergBlack honcho John Michel picks up where his last gig left off, and picks up Lebenthal Wealth as a client.
Personal Capital cuts fees on high-net-worth digital platform
Robo adviser Personal Capital cuts fees on high-net-worth digital platform
Could this app get your spending under control?
Study finds that users spent 15.7% less when tracking dollars with a mobile app.
Solution to nation’s saving problem? There’s an app for that
Study finds that users spent 15.7% less when tracking their spending with a mobile app.
Actiance, PeopleLinx join in social-media partnership for advisers
After getting kicked out of LinkedIn's API, PeopleLinx discovers new opportunities in CRMs such as Salesforce.
CloudStock web startup brings young investors and advisers together
New social platform uses gamification to teach Millennials about the stock market.
Data tool could help big firms take the guesswork out of target marketing
Aviso Insights' launch helps managers identify weak spots early and make course corrections.
FolioDynamix wealth platform acquired in $199 million deal
Cloud tech firm Actua will acquire an approximately 97% primary equity interest.