Fee-for-service business models get another boost with AdvicePay facilitating expanded pricing models for Cambridge's associates.
Wealth management software developer Oranj notified advisors on Monday that it would cease operations on Dec. 31.
Even as its competitors have become 'bionic,' offering a mix of human and digital wealth management, Wealthfront has stuck to its software-only approach.
The firm behind the Black Diamond Wealth Platform announced a host of changes to its Advent lineup.
The payments facilitator built a tool for intermediaries that enables paying of bills on behalf of their clients.
Tom Van Horn, with experience dating back to portfolio management provider FinFolio, joins Magnifi.