Refreshes mobile app and adds a digital empowerment tool.
The health care planning fintech is aiming to make complex health insurance decisions easier by collecting data about clients’ plans, usage and medications to find the best possible strategies.
The 38 direct PE investments in wealth management last year compares to 23 in 2020 and 11 in 2019. Now PE is eyeing the wealthtech space.
Recent market volatility is making crypto robos more appealing in the traditionally passive world of digital advice.
CEO Ralph Hamers is on a mission to pull UBS into the digital age, and last week's announcement of the bank's acquisition of robo-adviser Wealthfront was his first move.
A pending proposal likely would focus on strengthening advisory firms' disclosures and their preparedness for cyber risks.
The largest Swiss bank said the acquisition will accelerate its growth in America, broadening the firm’s reach to more mass-affluent investors.
The leaders of the agency's enforcement division talk about the message the SEC sent with a $125 million penalty for JPMorgan's failure to preserve text messages.
The acquisition will add more than $27 billion in assets under management and over 470,000 clients in the U.S., the bank said.
The major trends underway in the financial adviser ecosystem, and what those trends portend for the year to come.
The first quarter alone in 2021 netted $6 billion in new wealthtech funding, which accounted for 41% of the total investments raised last year, according to the most recent data from CB Insights.
The technology lets artificial intelligence do the monotonous tasks of compliance reviews, allowing marketers and compliance teams to focus on the more complex details.
A pending proposal would be designed to enhance cybersecurity preparedness and incident reporting.
The 26% boost in the bank's 2021 tech spending covers not just software development, but investments in data and analytics, artificial intelligence and physical aspects such as data centers.
Vynntana allows for collaboration among stakeholders.
The London-based fintech received approval to become a licensed broker-dealer in the U.S. in June and is building an investing and savings app to manage all of its clients' finances under one roof.
Firm is waiting for clarity on ETF rules, CFO Portney says.
The announcement is the culmination of a multiyear initiative to modernize Junxure after its acquisition in 2018. The upgraded system will continue to be offered as a stand-alone product, priced per user.
The financial planning fintech will use the latest injection of capital to invest in its technology and product suite to upgrade its client experience.
OCC gives conditional banking license for online lender SoFi.
