Millennials are the demographic using robo-advisers the most, and 50% of those millennials have $500,000 or more in assets
With no end in sight to remote work, advisers turn to technology to plot new growth strategies virtually from their living rooms
The fintech's leader talks retirement savings software in the age of COVID-19 and what the industry lacks in gender equality
Andina Anderson talks about the company's focus on multigenerational tech adoption and reflects on her career as a female fintech leader
Orion is also rolling out new marketing tools and automated proposal systems for its network of advisers
Since the onset of COVID-19, investors have become increasingly comfortable receiving advice through videoconference or phone calls
Designed to enhance new employee engagement, users created their own avatars and participated in scavenger hunts to socialize with fellow trainees
The digital platform, which matches clients with advisers based on personality, was designed to mimic popular dating apps
MoneyGuide users are now able to model various annuity strategies to identify and act on income gaps their clients may face
The complaint claims Yodlee’s distribution of client data caused thousands of dollars in economic losses to each individual involved
