Luma aims to get a broader set of advisers to engage with annuities with access to the Cannex database and annuity-focused tools.
Fintech platforms are helping to ensure customers not only understand what diversification means, but also how it can help them build a more balanced portfolio.
Envestnet now owns Harvest's technology, including its automated micro-savings and digital account opening tools.
AdvicePay, the payment tool co-founded by Michael Kitces, is trying to make it easier for large advisory firms to adopt different fee models.
Robinhood's confetti animation led to heavy criticism of its gamification tactics, but advisers say investor education is still what's needed.
Fintech providers are partnering up to provide more crypto options for advisers to include digital assets in their portfolio management services.
Makara is an SEC-approved robo-adviser gearing up to provide investors automated services with a focus on cryptocurrencies. The product will charge a combination of a 1% management fee plus an annual fee.
Goldman Sachs enters the race to offer wealth management clients access to Bitcoin following Morgan Stanley. Which wirehouse could be next?
Oranj founder David Lyon is joining SEI along with 13 engineers, developers, cloud specialists and client service personnel. Financial terms of the transaction were not disclosed.
Say goodbye to PDF documents and hello to narrated and personalized videos for client accounts.
