Active engagement is part of the fintech’s larger mission to incentivize healthy investing behaviors that align with customers' best interest, according to CEO Noah Kerner.
The digital record-keeping platform also promoted Ryan Anderson to chief product officer.
American Express Co. believes a consumer may want to create a full financial plan, complete with toggles for job promotions and inflation as well as important life events. They're not the only company that thinks so.
An ecosystem is emerging whose ultimate goal is to increase advisers’ wallet share by enabling them to unify a client’s entire financial world onto a single platform.
The free trading platform rolled out round the clock customer service following a recruiting spree of financial advisers turned customer service reps.
J.P. Morgan Asset Management’s Guide to Markets content is now available through an augmented reality experience accessible via smartphones.
Just 10 years ago, there was little crossover between securities and insurance, as insurance agents, health insurance agents and Wall Street advisers traditionally stayed in separate lanes. But that has started to change.
Advisers can use their tech stack to seamlessly track the opportunities best suited for each client and recommend appropriate actions that result in long-term change.
This month's #AdviserTech roundup includes Riskalyze’s recapitalization, RightCapital’s launch of retirement decumulation tools, Veriti’s crossing $1 billion of AUM, and American Express partnering with BodesWell to return to the financial planning business 16 years after spinning off Ameriprise.
The $160 million round is the largest to date for the leading independent robo-adviser. The latest influx will be used to accelerate its business-to-business arms, particularly its 401(k) offering.
Merrill Lynch rolls out a new mobile app for advisers to access all the information on their adviser dashboard via their smartphones.
It’s up to advisers to communicate with investors who need help with understanding the management of risk across multiple accounts.
A new survey by Public, a next gen-focused investing app, researched the behaviors and motives of millennial and Gen Z investors. The majority of respondents started investing in the past three years.
MoneyLion, fintech founded in 2013, joins the ranks of other recently public fintechs like SoFi, Robinhood and Square’s Cash App.
The platform offers a streamlined financial aid application process as well as online courses. The bank said the acquisition will help it build relationships with college students.
The addition of Axio Financial will add structured notes to the iCapital platform, marking the first product technically available to retail investors.
The plan is aimed at small to midsize businesses that have less than $25 million in retirement plan assets
The cybersecurity solution, which aims to protect advisers and their end clients' business email, comes from tech firm Armorblox.
AdvicePay, the payment tool co-founded by Michael Kitces, is trying to make it easier for large advisory firms to adopt differing fee models — and accept payment in a compliant manner.
The broker-dealer self-regulator launched the exam sweep a couple of weeks after the Securities and Exchange Commission released a request for comment about the “digital engagement practices” used by investment advisers and broker-dealers.
