Through Addepar's new Marketplace application, clients can invest in funds through financial-technology company Artivest, and in pre-initial public offering tech firms through a partnership with EquityZen.
Videoconferencing may be more physically draining than face-to-face meetings.
Timelineapp is launching an education platform for advisors, hoping it will eventually become a space for sharing best practices and development ideas.
Called EventBot, a recently discovered malware can steal two-factor codes and passwords from users' devices.
Despite the current financial environment, the fintech company will continue to offer no-fee ETFs through the first half of next year.
Look out Vanguard PAS! Market volatility will likely help hybrid models and the full-service wealth management segment, according to Aite Group.
The financial planning software developer is forming a strategic partnership with the annuities and life insurance firm.
The company created a turnkey system to help advisors produce biweekly videos, which are becoming more important in this social distancing environment.
David Knoch, former president of independent broker/dealer 1st Global and longtime client of Docupace, will serve as the fintech’s new CEO.