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.
The firm welcomes a 25-year industry veteran with experience from Wells Fargo to shore up its infrastructure, operations, and risk platforms.
The national RIA is teaming up with the estate tech firm to double down on its commitment to help financial-planning focused advisors.
The managed accounts tech firm’s new tool aims to help financial advisors reduce the tax impact of switching investment models.
With more than $4b in retirement assets planned per year, the firm is putting even more advanced strategies within advisors’ reach.
The $6B IBD and RIA is expanding its partnership with new long-term agreements, including access to an integrated wealth management platform.
