The estate planning tech platform is differentiating itself with new subscription options for its services.
The Florida-based fintech has added new asset managers and strategies, including just over a dozen SMAs from Invesco, to its platform.
The firm founded by a veteran long-short strategist is putting mean reversion at the center of its portfolio management.
The retail fintech's CEO says it has filed a "high-quality" response to the regulator's query as it beat earnings expectations.
The $31.5B RIA and New Jersey-based branch office is helping its advisor community navigate the journey of continuity and succession planning.
The serial technopreneur is joining as the newest member of the enterprise wealth tech firm’s board of directors.
Schwab and Fidelity users vent on social media as thousands report issues with accessing their accounts.
Natalie Wolfsen talks advisor input, AI, and the arrival of Gen Z.
Fidelity's financial planning fintech has rolled out a slew of updates to empower greater collaboration between advisors and their clients.
The new fintech integration aims to streamline the data collection process for tax planning-focused advisors.
The wealth tech firm’s latest strategic collaboration will help advisors bridge an industry-wide gap for entrepreneurial clients.
The wealth tech firm says its new institutional-caliber compliance engine will help users save time on a traditionally tedious task.
New survey reveals a growing reliance on artificial intelligence, with Gen Z Americans leading the way.
The fintech firm is doubling down on its mission to raise estate planning awareness with the relaunch of its learning program.
Ian Horne, in his book Why DeFi Matters, draws from a wealth of experience and offers a critical, unbiased perspective providing an in-depth look into the complexities and potential of DeFi.
Investment boosts growth and innovation potential for wealth management software firm.
The global fintech firm is helping more advisors and high-net-worth clients access opportunities in the alternative investment space.
The fintech aims to help simplify operations and risk decisions with real-time data and intelligence hosted on the cloud.
Polling by the digital planning platform found adults vastly underestimate the time, costs, and emotional toll of the estate settlement process.
The global wealth tech provider is helping the $70B RIA firm boost its advisors’ efficiency through a multi-phase project.
