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.
AB plans to launch active ETFs in the U.S. later this year, and it has recruited Noel Archard from State Street to head the effort.
Monday rally met with biggest SPY exit in almost four years as investors ditched largest ETFs during January stock drama.
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.
Merchant insists the noncontrolling investment is distinct from traditional private equity capital, which often comes with a short-term commitment.
Both equities and bond prices dropped sharply in January as markets priced in a faster pace of interest-rate tightening during 2022 from the Federal Reserve.
Recent market volatility is making crypto robos more appealing in the traditionally passive world of digital advice.
Ophelia Snyder, 29, is already managing $2.5 billion. She is now teaming up with Cathie Wood to bring a Bitcoin ETF to the U.S. — if regulators allow it.
Under Chairman Gary Gensler, the agency is taking a closer look at private equity, hedge funds.
Robert Netzly has maintained his focus on biblically-based financial planning, while keeping his expectations low. The market is finding him.
Choice is adding a Price-Is-Right-style game that rewards account holders with small amounts of Bitcoin that are added to their retirement savings.
The firm's African American Financial Professionals Network will use tools provided by Changing How Individuals Prosper, an online referral network.
The IShares MSCI Kokusai ETF started the week managing less than $200 million, and its assets hadn’t been above $500 million since 2014.
Without saying 'I told you so,' advisers are reminding their clients that investing in crypto will be stomach churning.
Data collected by the Secure Retirement Institute show gains in all annuity categories in 2021.
The SEC enforcement review focuses on whether the companies’ offerings should be registered as securities, people say.
Now that it has broker-dealer status, Gemini Galactic Markets can operate an alternative trading system that will facilitate the trading of digital asset securities.
GWG Holdings Inc., an investor in life settlements, missed $13.6 million in payments this month to investors in its L Bonds.
Regulator's complaint details examples of repeated applications – in some instances as many as 13 in one month.
As the next generation of investors comes on board, advisers are repeating the age-old mantra about not panicking in response to market swings.
