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MoneyGuide founder Tony Leal departing leadership role at Envestnet
Rose Palazzo, currently the head of MoneyGuide, will assume Leal's duties as group president of Envestnet Financial Planning.
Fintech Bytes: Fidelity, Riskalyze, Snappy Krakken
A roundup of quick news items for the weekend, along with a bit of commentary from yours truly.
T3 2022 recap: Top takeaways from the adviser fintech conference
What the advisory industry will look like after the pandemic was a major theme at the conference.
Edward Jones to spend $1 billion on tech in 2022
The company is investing in its technology infrastructure — including digital initiatives and virtual tools — to improve the relationships between clients and their financial advisers.
The latest in financial #AdviserTech — April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Envestnet acquires fintech Harvest Savings
Envestnet now owns Harvest's technology, including its automated micro-savings and digital account opening tools.
Envestnet launches annuities on MoneyGuide platform
MoneyGuide users are now able to model various annuity strategies to identify and act on income gaps their clients may face
Envestnet MoneyGuide rolls out free data analytics tool for advisers
The new functionality provides metrics via a web-based dashboard
LPL integrates Envestnet MoneyGuide with ClientWorks
The firm is hoping to make it easier for brokers to embrace financial planning
MoneyGuide, eMoney battle for financial planning software crown
Two of the most successful fintech companies are racing to redefine the way advisers interact with clients.
