Formerly Project Avocado, the mobile app has been redesigned to focus on a client's financial health
The technology that will make the cut largely depends on adviser engagement, according to a Schwab executive
Robinhood, with more than 13 million accounts, is considering whether to add a customer service phone number
The tool expands access to financial planning to nearly 40 million active digital banking users and may eventually funnel clients into Merrill Lynch
The real keys to putting together your firm's tech stack are integration and ease of use
Investment led by TCV would value the Canadian online investment firm at more than $1 billion
In a crowded marketplace, turnkey asset management platforms are forging new tactics to jockey for additional market share
With technology allowing advisers to serve clients from almost anywhere, what’s stopping them from relocating their whole operation to greener pastures?
The turnkey asset management provider made a handful of changes to its tech stack over the course of the year that have kept it one step ahead of its competitors
Customers say they've been left in limbo since the popular app has no emergency phone number they can call
CEO Sean Brown says the acquisition provides the capital needed to scale his firm while providing support for future growth
Aghaz Investments aims to provide Shariah-compliant investing to millions of underserved Muslim investors
While the integration is slated to last upwards of a year and a half, executives have kept tight-lipped about the fate of one of the industry's most popular third-party tech platforms
When we make changes to the website, and the magazine, we operate with our ears open. Here are the highlights
The industry icons expressed differing views on the future of advice during InvestmentNews’ FinTech Virtual Summit
Former Symmetry Partners executive will share the role with Brandon Thomas
The agreement opens up access to important tools for consumers, but the FTC is asking for more information about such practices
Criminals are increasingly gaining access to login credentials by using programs that troll the dark web for usernames and passwords
The agreement is meant to increase protection of consumer data shared with supported apps
The new tools allow advisers to present client proposals and portfolio reviews online
