The CEO of Cambridge Investment Research has taken a road less traveled and says she still has many miles to go.
The unsecured convertible notes have a 2.625% annual interest rate and will mature on Dec. 1, 2027.
Customers with less than $20,000 on Betterment will now be charged a $4 monthly subscription rather than a 0.25% AUM fee.
Panelists at the Women Adviser Summit in New York City say firms need to rethink how they look for new talent if they're serious about increasing diversity in the industry.
Though 58% of the advisers and executives surveyed classified their technology as 'modern,' 65% reported losing business because of outdated software.
A roundup of the week's top fintech news, including crypto's collapse, Envestnet's custodian plans and SEI adding UMAs.
Savvy isn’t a consumer-facing robo-adviser or a wealth fintech building tech for other RIAs; instead, it's a fairly classic RIA with proprietary technology built entirely in-house.
The goal is for independent registered investment advisers to explain to clients simply and transparently what they're paying for services provided.
2022 is on pace to be another record year for adviser M&A, but the market is becoming more competitive.
Turnkey asset management platforms can help advisers grow their practices, panelists say.
