Displaying 4 results
Fintech iPipeline unveils annuity order tracker
In a first for the industry, the platform offers advisors the ability to manage annuity purchases from multiple carriers in real time.
The rise of insurtech
Just 10 years ago, there was little crossover between securities and insurance, as insurance agents, health insurance agents and Wall Street advisers traditionally stayed in separate lanes. But that has started to change.
Michael Kitces: The Latest In Financial Advisor FinTech — July 2018
This month's edition kicks off with the big news that robo-advisor-turned-enterprise-digital-advice platform SigFig has raised a whopping new $50M round from famous VC firm General Atlantic.
The latest in financial adviser #FinTech (August 2017)
Welcome to the August issue – where we look at the big news, announcements and underlying trends.