The groups that Hassan will take responsibility for were previously part of the global wealth-management operation.
The Find My Advisor app enters an increasingly crowded field of services hoping to connect clients and advisers.
J.P. Morgan Wealth Management scored 728 out of a possible 1,000 points in J.D. Power’s study, which was based on a survey of more than 6,000 investors.
The subscription-based service’s key feature is its in-app ESG data and rankings, which provides information to retail investors on public companies’ environmental, social and governance practices.
The unsecured convertible notes have a 2.625% annual interest rate and will mature on Dec. 1, 2027.
Customers with less than $20,000 on Betterment will now be charged a $4 monthly subscription rather than a 0.25% AUM fee.
This month's highlights include the launch of a new RIA custodian, Entrustody, along with Orion's announcement of Redtail Campaigns and Riskalyze's plan to rebrand itself.
Hedge fund Impactive Capital is threatening a proxy fight in an effort to secure a seat on Envestnet's board.
Though 58% of the advisers and executives surveyed classified their technology as 'modern,' 65% reported losing business because of outdated software.
A roundup of the week's top fintech news, including crypto's collapse, Envestnet's custodian plans and SEI adding UMAs.
Savvy isn’t a consumer-facing robo-adviser or a wealth fintech building tech for other RIAs; instead, it's a fairly classic RIA with proprietary technology built entirely in-house.
The training will help advisers improve their marketing, as well as teaching them to develop video content and launch podcasts and events.
Richard Best tells an audience of compliance professionals that online attacks pose a threat to firms of all sizes.
The digital platform provides access to alternative investments and fixed income.
Turnkey asset management platforms can help advisers grow their practices, panelists say.
Without standardization, institutional investors have some trouble incorporating the data.
When someone needs guidance for the future, nothing beats a live financial adviser, and advisers should be grateful the public recognizes that.
A roundup of some of the fintech headlines you may have missed this week.
Clark acknowledges the technical challenges that the migration of advisers and clients poses but argues that Schwab and TD have very similar cultures.
The brokerage has opened up a wait list for its new service Fidelity Crypto which will offer custody and trading of Bitcoin and Ethereum.
