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.
Risk evaluation firm Riskalyze has found a new private equity backer, Hg Capital, as CEO and co-founder Aaron Klein cashes out some of his stake in the business.
The firm's head of Investor and Investment Solutions, who helped oversee the transformation of LPL's tech stack, said he would be retiring in March 2022.
Matthew Enyedi, managing director at LPL Financial, describes the many ways in which LPL assists its advisors to run their businesses more efficiently.