Wealthfront's reported drop in value took some in the advice industry by surprise, but it may not mean that investors will sour on the entire digital advice industry.
New Quick Start program promises to onboard new RIAs on the Tamarac platform within 30 days.
New Flexible Portfolios lets advisers and retail investors adjust individual asset class weightings.
With thousands of followers, these industry leaders are using Twitter and other platforms to find new clients, colleagues and friends.
At InvestmentNews<i>'</i> annual Women to Watch think tank, industry leaders brainstormed ways to educate women about personal finance.
Ms. Ruhlin was given the Alexandra Armstrong lifetime achievement award, Ms. Dorsainvil was named "Rising Star," and 20 other women were recognized for their contributions to the industry.
FinMason expands its investment analytics service as tech firms look for ways to increase market share.
While the company is only exploring a banking venture for now, some experts believe it is inevitable that Amazon will eventually turn its attention to financial advice of some sort.
Fintech firm has high hopes for new portfolio accounting tool feature.
Technology promises better risk profiling, but is it helping advisers?
