Michael is an American financial planner, commentator, speaker, blogger, and educator. As well as contributing to financial industry publications, he publishes his own blog and newsletter for advisors, is a former editor at the Journal of Financial Planning, and the co-founder of the XY Planning Network. He Tweets at: @MichaelKitces
This month's edition kicks off with the blockbuster news that Charles Schwab will be acquiring TD Ameritrade in 2020.
This month's edition kicks off with the news that Schwab will allow fractional share trading in its retail accounts.
This month's edition kicks off with the news that Wealthfront is acquiring financial planning monthly subscription startup Grove.
This month's edition kicks off with the news that Wealthfront is acquiring financial planning monthly subscription startup Grove.
This month's edition kicks off with the news that Wealthfront is acquiring financial planning monthly subscription startup Grove.
This month's edition kicks off with the announcement that Orion Advisor Services is acquiring Advizr for $50M.
This month's edition kicks off with the announcement that Fidelity is launching a new Managed Account XChange (FMAX), in what appears to be a shift in the Fidelity business model.
Welcome to the June 2019 issue of the Latest News in Financial Advisor #FinTech – where we look…
This month's edition kicks off with the news that Schwab's PortfolioConnect is now available – for free – to all RIAs on its platform.
This month's edition kicks off with the blockbuster deal of the decade in advisor technology: Envestnet acquiring MoneyGuidePro for half a billion dollars, or nearly 10X its forward revenues.
