Panelists participating in the annual WealthManagement.com Technology Forums described the acceleration and adoption they've seen in a year unlike any other.
M1 has raised just shy of $100 million in its quest to be the 'next-gen finance super app.'
Until an advisor can identify who they are serving and how they want to serve them, they cannot begin to build out a proper technology stack.
The wealthtech software provider hired fintech veteran Minerva Tantoco as its first CTO.
Following last week's closing of Schwab's TD Ameritrade acquisition, XYPN is looking to see if the custodian's actions match its words.
The new reporting feature has been in demand for two years, according to the firm's CEO. It's now available.
The wealth management-focused analytics and charting firm now finds itself with capital for growth and acquisitions.
TradingFront CEO Yang Xu talks about what the white-label robo advisor can do for RIAs.
How Laserfiche has employed leaps in technology to further ease the compliance burden and improve the efficiency of wealth managers.
Industry observers said that the delayed launch of the planning tool on BofA's mobile app will likely lead more retail consumers to its investing platform, Merrill Edge.
