The company is designed to personalize sales interactions and has doubled its valuation in a year after fresh funding and a new acquisition.
After 13 years of control over Britney Spears' financial decisions, Jamie Spears has officially volunteered to step away as conservator.
Rep. Patrick McHenry, R-N.C., argues that Gensler’s appeal to Congress for jurisdiction over cryptocurrency regulation is a 'power grab.'
A new study by the research firm Backend Benchmarking estimates the high cash allocation in the company's automated portfolios may have cost investors more than $500 million over six years.
Despite the slump, 12 wealthtechs raised mega-rounds and a growing interest in alternative investment platforms also drove funding in adviser technology.
Fintechs have the opportunity to confront race and gender wealth gaps by creating more opportunities for wealth building and investing.
The leading TAMP by assets is racking up the number of advisers on its platform and new accounts are opening at a faster pace than prior quarters, said CEO Bill Crager in an earnings call.
Eileen Cure was dropped from LPL after viral videos surfaced of her allegedly telling employees she will not interview Black job applicants.
Eileen Cure is accused of refusing to hire Black job candidates in viral TikTok. Cure called the accusations 'false and defamatory.'
The Securities and Exchange Commission chairman called on lawmakers to expand the agency's investor protection mandate to include crypto trading and decentralized finance. Cryptocurrency assets are worth roughly $1.6 trillion.
