A confluence of environmental changes, like work from home orders, virtual events and an economic recession, have forced advisers to embrace tech tools in a matter of months
Founder Jon Stein wasn’t able to achieve his ultimate goal of an initial public offering, but he transformed the little-known New York-based fintech into a digital behemoth
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
The free trading app has been applauded for democratizing the market but critics, and regulators, are starting to take a closer look
The fintech led a movement to virtually eliminate commissions, cut racial investing disparities in half and dramatically increase stock ownership among investors
The complaint marks the first time the state's fiduciary rule is being used to bring charges against a brokerage firm
Sophisticated cyberthreats and scams are on the rise, making it more important than ever to protect devices
The platform is designed to enable advisers to execute on two major trends this year: hyper personalization and goal-based wealth management
The acquisition, slated to close early next year, addresses the 2020 industry shift toward technology-enabled financial planning
While advisers think about the numbers, clients focus on their goals, says Leal, a 2021 Innovator.
Advisers certainly enjoyed free access to products on the platform, but price alone might not have been enough to keep them satisfied
The company's founder will be replaced by Sarah Kirshbaum Levy, former Viacom Media Networks' chief operating officer
More than half of advisers say they expect to increase usage, according to a new survey by Broadridge Financial
A clear takeaway from the current normal is that reduced opportunities to engage with peers leaves a real void
With more clients engaged with financial planning, advisers are increasing fees and evolving the way they charge for their services, according to new research
The acquisition will expand access to model portfolios and automated tax management technology for J.P. Morgan Asset Management's network of advisers
The acquisition closes during a year when the largest planned increase in spending is expected to be in digital marketing
Orion currently serves as program manager for Texas' 529 plan and partners with the program managers for Mississippi and Vermont
Female-led fintechs use digital platforms to curate content and tools aimed at deconstructing systemic issues that have kept women from investing
Chase and Wells Fargo mobile apps ranked higher than competing offerings from Schwab, Merrill Lynch and Morgan Stanley, according to new research
