The basketball legend is among the investors participating in an $11.6 million funding round for Vanilla, which was founded by Steve Lockshin in 2019 to fully digitize estate planning for registered investment advisers.
Rob Foregger, who led the establishment of the fintech firm in 2013, left his day-to-day responsibilities at the company in May, but is still a shareholder and adviser.
In the two decades since 9/11, the financial industry has been preparing for the next terrorist attack, in whatever form it might take.
Glamorous it’s not. But Docupace’s Ryan George explains why the route to greater firm efficiency, more satisfied clients and more productive advisors lies in automating back-office processes.
The regulator sued five BitConnect promoters in May for their roles in promoting the scheme by creating testimonials on YouTube, sometimes multiple times a day.
The conference, originally scheduled for Oct. 20-22, will now take place on May 4-6, 2022 at the Aria in Las Vegas. The move follows other recent postponements of tech-related events.
Loh served as vice president of digital advice and innovation and oversaw the Intelligent Portfolio automated advice platform at Schwab. The hire emphasizes the bank’s recent push to utilize technology offerings to serve the mass affluent market.
Luma Financial Technologies' new tool, Luma Compare, lets advisers compare a variety of products.
The payments giant enters a competitive but flourishing marketplace for online brokerages as it evolves its app to enable millions to trade individual stocks. PayPal currently has approximately 400 million users.
The funds will be made available for clients of its robo-adviser Personal Advisor Services through advised portfolios as part of a five-fund active equity offer.
Great advisers with good tools were unable to prevent far too many investors from making emotional decisions amid the March 2020 market volatility.
The robo-adviser allows users to choose between six types of portfolios using exchange-traded funds that are curated by investment experts.
This month's #AdviserTech roundup includes Vanguard’s move into direct indexing, Vestwell’s $70 million capital round, and Simon Markets’ additional funding for its marketplace of risk-hedged investment solutions for advisers.
The company recently announced partnerships with Stadion and vWise for its Goals Optimization Engine.
The firm’s leadership team, employee base and brand will all remain unchanged, according to CEO Aaron Klein. The deal is a part of a larger strategy to increase growth and innovation at the firm.
Tech providers must solve the lack of integration between software applications so advisers can find return on investment in high-quality tech investments.
The process of mining cryptocurrency sops up more energy than entire nations. Lawmakers like Elizabeth Warren, and billionaires like Bill Gates, have recently called attention to the environmental impacts.
Productivity doesn't have to suffer when employees are not directly under the manager's thumb, according to recent research by the consulting firm DeVoe & Co.
Fintech firms are betting the more than 6 billion text messages that are sent every day are a sign consumers are open to communicating with businesses via text messages.
Advisers must be able to offer exciting technology tools, while emotionally connecting with clients, according to industry experts.
