Citi Wealth Builder will be free for clients with at least $50,000 at the bank
The newly named Personal Financial Management will play a key role in Goldman's plans to expand its high net worth business
The company is gauging adviser demand before making the capability available on Fidelity's custody and clearing platform
The risk tolerance technology provider debuted new Reg-BI compliant workflows at the FSI conference
The agency highlights specific examples of firms' cybersecurity and operational resiliency practices
Fidelity says the new experience will reduce the number of pages needed to open an account by 75%
The financial planning technology vendor is losing two executives from its sales team and refocusing development on its core products
Firm reports new leaders resetting its technology direction to the tune of $166 million
Some say the firm is putting its retail platform before its institutional business
Fintech firms that are at least five years old are receiving more funding and are being acquired more often
