The third leading TAMP by assets this week announced the launch of two new tools to help advisers find and land new clients.
The health care planning fintech is aiming to make complex health insurance decisions easier by collecting data about clients’ plans, usage and medications to find the best possible strategies.
Recent market volatility is making crypto robos more appealing in the traditionally passive world of digital advice.
Wealthfront’s technology will become the foundation of a new digital offering for the wirehouse, but a major issue will be determining how to successfully integrate it into its existing product lineup.
The growth in the company's wealth management division reflected new client acquisitions and deeper relationships with existing clients, as well as recruiting of experienced advisers.
The largest Swiss bank said the acquisition will accelerate its growth in America, broadening the firm’s reach to more mass-affluent investors.
The first quarter alone in 2021 netted $6 billion in new wealthtech funding, which accounted for 41% of the total investments raised last year, according to the most recent data from CB Insights.
The technology lets artificial intelligence do the monotonous tasks of compliance reviews, allowing marketers and compliance teams to focus on the more complex details.
The 26% boost in the bank's 2021 tech spending covers not just software development, but investments in data and analytics, artificial intelligence and physical aspects such as data centers.
The London-based fintech received approval to become a licensed broker-dealer in the U.S. in June and is building an investing and savings app to manage all of its clients' finances under one roof.
