An integration with Redtail Speak, a compliant texting service, is just the beginning of the company's plans to bring artificial intelligence into its technology.
Plus, Holistiplan goes to college, AIMR Analytics releases advisor comparison tool, and GW&K selects PureFacts.
The turnkey asset management and technology provider brought in $456 million in revenue last year, up 20% year-over-year.
Dynasty has acquired a minority stake in BridgeFT and appointed its chief technology officer, Frank Coates, to serve on the fintech’s board.
Allocations to cash helped Schwab's robo post the second-best one-year trailing performance, according to a new report from Condor Capital.
Perfection is impossible for a data migration of this magnitude, but Schwab’s leadership is ready to tackle any technical hiccups on the field.
Survey suggests Americans would embrace AI investing; plus news on Facet and Interactive Brokers.
The robo-advisor is also reportedly closing its Philadelphia office and subleasing a floor of its New York City office.
The wirehouse's Video Pro guides advisors through creating compliance-approved content for clients and prospects.
Plus a couple of fintech fundraising announcements and another alternatives platform hits the market.
