The data aggregator maintains it is in compliance with laws, regulations and best practices on data security and privacy
Three firms where artificial intelligence is helping with financial planning
SFOX hopes the SMA platform will help more financial advisers manage cryptocurrency assets on behalf of clients
Barron's reports private equity owner is seeking nearly $2 billion
The asset manager led a $17.65 million round of funding in tech startup Securrency
Plaid connects fintech startups like Betterment and Acorns with traditional banks
Firms need large cash on hand to make up lost commission revenue
AI is one of the buzziest words in fintech. Are the AI claims real or is our intelligence being insulted?
The firm is hoping to make it easier for brokers to embrace financial planning
Regulator also highlights private placements, digital communications and bank sweeps as priorities
Anthony Rochte will take over as head of GS Select
‘Owe is me,’ according to Nationwide survey, which shows almost half of Americans are stressed by debt
In the face of shrinking market share, can Advicent turn NaviPlan around?
Advisers need a coordinated digital strategy if they want to stand out from the competition
Site to weed through Finra and SEC regulatory disciplinary data.
Regulator says trading app's order-flow procedures failed to guarantee clients received best prices
Intelligent Income will help manage withdrawals across an investor's retirement accounts.
Tech vendor's texting app can now automatically detect keywords that run afoul of compliance and block messages from being sent.
This month's edition kicks off with the blockbuster news that Charles Schwab will be acquiring TD Ameritrade in 2020.
The robo combo will make it easier for wealthy investors to own alternative investments in qualified accounts.
