Your clients have hired you because they want a personal relationship
LearnBonds.com expects assets managed on digital platforms to reach $1.4 trillion globally in 2020
Many of last year's trends in the financial advice industry will be front and center again this year, including consolidation, fees and fiduciary regulation
Citi Wealth Builder will be free for clients with at least $50,000 at the bank
The company is gauging adviser demand before making the capability available on Fidelity's custody and clearing platform
Be on the lookout for more firms to offer income solutions that don’t require investors to sell assets at a large cost
The risk tolerance technology provider debuted new Reg-BI compliant workflows at the FSI conference
The agency highlights specific examples of firms' cybersecurity and operational resiliency practices
Fidelity says the new experience will reduce the number of pages needed to open an account by 75%
The financial planning technology vendor is losing two executives from its sales team and refocusing development on its core products
Firm reports new leaders resetting its technology direction to the tune of $166 million
Some say the firm is putting its retail platform before its institutional business
Fintech firms that are at least five years old are receiving more funding and are being acquired more often
The trick is knowing your message and finding your voice.
The data aggregator maintains it is in compliance with laws, regulations and best practices on data security and privacy
Three firms where artificial intelligence is helping with financial planning
SFOX hopes the SMA platform will help more financial advisers manage cryptocurrency assets on behalf of clients
Barron's reports private equity owner is seeking nearly $2 billion
The asset manager led a $17.65 million round of funding in tech startup Securrency
Plaid connects fintech startups like Betterment and Acorns with traditional banks
