Social Security is forecast to run out of funds by 2035, company pensions (as well as full-time employment itself) are in decline, and millions are facing a squeeze on savings. People planning for their retirement are looking for fresh advice to help guarantee long-term financial security.
Fintech platforms are helping to ensure customers not only understand what diversification means, but also how it can help them build a more balanced portfolio.
Property and casualty insurers join life and annuity investors already backing the company.
Envestnet now owns Harvest's technology, including its automated micro-savings and digital account opening tools.
AdvicePay, the payment tool co-founded by Michael Kitces, is trying to make it easier for large advisory firms to adopt different fee models.
Robinhood's confetti animation led to heavy criticism of its gamification tactics, but advisers say investor education is still what's needed.
The advertisement is just the latest ploy in an industry war over the throngs of retail investors flocking to digital wealth platforms. The new account openings will certainly have repercussions.
Fintech providers are partnering up to provide more crypto options for advisers to include digital assets in their portfolio management services.
Makara is an SEC-approved robo-adviser gearing up to provide investors automated services with a focus on cryptocurrencies. The product will charge a combination of a 1% management fee plus an annual fee.
Goldman Sachs enters the race to offer wealth management clients access to Bitcoin following Morgan Stanley. Which wirehouse could be next?
Oranj founder David Lyon is joining SEI along with 13 engineers, developers, cloud specialists and client service personnel. Financial terms of the transaction were not disclosed.
Say goodbye to PDF documents and hello to narrated and personalized videos for client accounts.
The app is focused on capturing the influx of young investors that are now seeking out financial services. Fidelity Spire is 'goal-based' and enables users to track progress on financial goals by linking their accounts.
Traditional financial companies are beginning to embrace cryptocurrencies and blockchain projects more than a decade after the creation of Bitcoin in 2009. That comes even as some remain skeptical of mainstream adoption.
The new hires, including former TD Ameritrade and Fidelity execs, are a strategic move by Envestnet to build a digital financial wellness ecosystem.
Social Finance said it will give investors with more than $3,000 in their accounts the ability to invest in initial public offerings.
Merrill’s digital advice platform, which launched in 2017, originally had a minimum investment of $5,000.
J.P. Morgan Asset Management launched a tool allowing financial advisers to analyze 24 models at no cost.
Firms scrambling to enhance their policies and procedures should focus on the three most common weaknesses — device security, software vulnerabilities and data privacy.
Price volatility is not a logical reason to ignore Bitcoin, said panelists during the InvestmentNews Fintech Virtual Summit. Here's why.
