The industry absolutely loves these terms, but jargon obfuscates, intentionally or not, what the product actually does.
Rose Palazzo, currently the head of MoneyGuide, will assume Leal's duties as group president of Envestnet Financial Planning.
The decision comes as the company's owner, Tiger Brokers, faces accusations of violating Chinese securities laws.
Fintechs may find themselves mimicking some of the same strategies advisors use to demonstrate the value they bring to clients during difficult markets.
Lee plans to focus on advancing the FPA's mission of title protection for financial planners.
Instead of a single seat on the company's board, activist investor Impactive Capital is now seeking more significant change.
While most adviser-facing fintechs were spared the pain felt across the wider technology landscape, not everyone escaped the year unscathed.
Plus Stifel turns to KX to enhance analytics and decision making, and digital insurance brokerage Modern Life unveils a new platform for advisers.
The defendants allegedly disseminated false and misleading information to their collective 1.5 million Twitter followers to hype interest in certain securities while secretly planning to sell shares at artificially elevated prices, the DOJ charged.
The money pouring into digital assets has attracted the attention of criminals.
