Orion currently serves as program manager for Texas' 529 plan and partners with the program managers for Mississippi and Vermont
Female-led fintechs use digital platforms to curate content and tools aimed at deconstructing systemic issues that have kept women from investing
Chase and Wells Fargo mobile apps ranked higher than competing offerings from Schwab, Merrill Lynch and Morgan Stanley, according to new research
Aperio manages about $36 billion in separately managed accounts
Advicent’s CEO talks moving financial planning software downstream and the company’s internal program that retains female talent and leadership
There could be interest from firms looking to leverage Oranj as a distribution platform, according to experts
The Chicago-based fintech has notified its adviser clients that it is currently winding down operations with a transition plan in place
The chief executive officer is working with regulators to help build a federal rule to govern data usage
The new platform ties together eMoney financial planning and investment management that could position the custodian to rival TAMP offerings
The tools provided by big players like Fidelity and Schwab are a plus for investors just starting out, but what do they mean for smaller advisory firms?
