Envestnet plans to ramp up investments into a digital financial wellness ecosystem that connects multiple aspects of a user's financial journey.
Envestnet advisers can manage trust and estate planning accounts for their clients thanks to an API integration with Trucendent
SPAC deals are dominating the market as a convenient shortcut that allows fintechs to go public without the hassles involved in pursuing an initial public offering.
Minority-owned firms have a more challenging road to land funding, without which firms are unable to reach the next level of growth or attract the intellectual capital needed to take on competitors.
Apex Clearing is the latest wealthtech company to go public via blank-check merger, following in the footsteps of SoFi and MoneyLion
Digitalization could increase the market value of your RIA, a vital consideration in succession planning and enterprise value.
Among the many things made plain in 2020 was that tech is not just prominent, it is essential, and a keen grasp of technology is essential to the next stage of the market.
Tech-driven personalization, enhanced user experiences, and ESG served as key themes during InvestmentNews’ inaugural Next Gen Summit.
Bitcoin's rally and an increase in institutional adoption amplify the need for advisers to educate themselves on cryptocurrencies.
'Investors harmed by Robinhood’s trading restrictions should be able to argue their case in court, rather than in closed-door proceedings that are too often rigged against claimants,' Warren wrote in a letter to Finra CEO Robert W. Cook.
The largest cryptocurrency rose almost 6% Wednesday, following a fivefold surge in the past year, after MicroStrategy said Tuesday it would sell $600 million of bonds to buy more Bitcoin.
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Mainstream investors can now open an account with Goldman Sachs with $1,000 and a smartphone. After delaying the launch last year, Marcus Invest solidifies the bank’s goal to bring investing to a wider audience of consumers.
Technology is often one of the most noticeable areas in need of support — especially when compared to other retail or consumer channels, and specifically in terms of mobile apps.
In the past, advisers viewed social media as a marketing tool that targeted only millennial and Gen Z clients. That narrative has changed.
While Instagram represents a smaller scale for personal finance advice content compared with TikTok, financial advisers are still capturing clients through the platform.
More than 1,300 comments from Redditors flooded the discussion, yet trading education was largely outshined by comments comparing Fidelity’s mobile app interface to Robinhood's.
MoneyLion manages about $20.65 million in assets and offers mobile banking, automated investing and personal financial management tools
Advisers can build their own custom model portfolios of exchange-traded funds if they agree to move a minimum of $2.5 million in assets to Betterment.
The new SMA tool enables RIAs to outsource the management of their client’s digital portfolios by using a framework to account for protocol maturation, ecosystem adoption rate, and project governance.
