This month's edition kicks off with the big news that eMoney Advisor founder Edmond Walters is back, with a new financial planning software competitor.
This month's edition kicks off with the big news that Blackrock is taking a whopping $123M stake in Envestnet as the company doubles down on the strategy.
This month's edition kicks off with the big news that private equity firm Warburg Pincus is investing a whopping $33M into Facet Wealth.
Let's look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management.
This month's edition of the Latest News in Financial Advisor #FinTech kicks off with big news about high-profile robo-advisers pivoting to B2B products for advisers.
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.
This month's edition kicks off with the buzz from the Envestnet Advisor Summit.
From a rev-up in Financial Engines to a CRM solution from Down Under, Michael Kitces brings you the trends in adviser technology.
