Financial planning is a key theme for both apps, though Spire is meant for Fidelity retail investors while Avocado is designed to bring investors to advisors.
Varo says it's the first national bank charter granted to a U.S. consumer fintech and will allow it to offer its own FDIC-insured banking services—something other fintechs must work with bank partners to offer.
The new funding brings the advisor-friendly plan provider's total to $144 million in capital raised.
The pandemic has forever changed the way advising will be done. Virtual is here to stay.
Once again, Betterment is looking to cash management as a financial services differentiator.
Schwab’s latest RIA benchmarking survey shows how technology can improve an RIA’s performance. But the coronavirus has been the catalyst that pushed many to pull the trigger.
The pandemic is shaping tech. Orion announced a client portal overhaul and an integration with Apex, following a spike in COVID-19-related portal logins.
Carson, Orion, ETFLogic, Riskalyze and Kwanti all partnered with the ETF-issuer to include WisdomTree's model portfolios.
The move marks a major entry into financial services.
