Riskalyze has long since outgrown its roots as a digital risk questionnaire and will soon update its branding to reflect its growing role in financial adviser fintech.
Frank Smith, an LPL veteran who's the firm's current president, will succeed Moore as chief executive in mid-January.
Such a move can be the rocket fuel to grow a meaningful practice with long-term growth potential and a recession-proof business model.
The financial planning software is continuing to shift toward Decision Center, its cash flow-based planning product.
The free, anonymous assessment takes about 20 minutes to complete, and Envestnet is building a comprehensive database from the findings.
While hedge funds are aware of how leverage and low liquidity can pull them into deep markets, advisers need to keep in mind how this risk dynamic can play out within households.
Here are some of the other fintech headlines you may have missed this week.
The firm is assessing its head count, CEO James Gorman suggested on an earnings conference call.
Pilot program marks the first time mutual fund and ETF investors have been asked their opinions on proxy matters.
Williams, who will continue as chief operating officer, assumes the presidency from David Stringer.
The women-led Lakeview Wealth Management, which is based in Deer Park, Illinois, offers retirement and financial planning services.
The robo will now offer four managed portfolios of cryptocurrencies alongside its traditional investment portfolios.
Go beyond customer satisfaction — satisfied customers don't drive ROI and profitability the way that a raving fan does.
Many Hispanics are choosing to start their own businesses, and financial advisers can help those business owners realize their goals.
Client-level investment management is gradually going the way of white tennis balls as asset management becomes increasingly commoditized.
People are more likely to listen to messages delivered by those who appear to share their identities
While there are techniques galore for recruiting new clients, it all comes down to hustle and hard work.
Cate Grinney forms all-female indie firm in Fairbault, Minnesota, and affiliates with the independent channel of Ameriprise.
Financial advisers are adding value by finding higher yields for clients' cash balances.
At TD Ameritrade, Patullo oversaw the strategic direction of adviser-facing technology and spearheaded the open-architecture approach to third-party integrations.
