Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.
Wells Fargo Advisors brought on the force behind the user experience at AmercianExpress.com to head up the brokerage’s digital strategy.
Devon McConnell, Head of WFA Digital
As head of Wells Fargo Advisors Digital, Devon McConnell will be res...
So called “robo advisors,” startups that have made big bets that individual users will increasingly get financial advice, portfolio strategies and clear performance metrics directly from online platforms, are gaining steam. Assets in...