Steve Dunlap takes the helm at the wealth management tech provider FolioDynamix.
Wealthbox, a client relationship management system for financial advisers, will launch its latest CRM platform to integrate widely-used Gmail accounts.
BBVA isn't the only bank with eyes on algo-driven advice, the next trend in the robo-movement.
Personal Capital, the hybrid robo-adviser with $1.5 billion in assets under management, is seeking a buyer and is in its fifth funding round, according to private equity website peHUB.
Commonwealth Financial Network has created its own CRM to replace its previous Microsoft Dynamic model.
Keeping track of technology goes beyond keeping up on the trends for advisers. Pay heed to these simple tax strategies to save a few dollars.
Fidelity Investments plans to sever its relationship with robo-adviser Betterment Institutional in December in favor of building an automated investment platform on its own.
Five years after Dodd-Frank, agency puts issue on official calendar, signaling the rule is a priority.
Chief executive Jon Stein says growth driven by consumer demand.
