The data aggregator maintains it is in compliance with laws, regulations and best practices on data security and privacy
Three firms where artificial intelligence is helping with financial planning
SFOX hopes the SMA platform will help more financial advisers manage cryptocurrency assets on behalf of clients
Barron's reports private equity owner is seeking nearly $2 billion
The asset manager led a $17.65 million round of funding in tech startup Securrency
Plaid connects fintech startups like Betterment and Acorns with traditional banks
Firms need large cash on hand to make up lost commission revenue
AI is one of the buzziest words in fintech. Are the AI claims real or is our intelligence being insulted?
The firm is hoping to make it easier for brokers to embrace financial planning
Anthony Rochte will take over as head of GS Select
