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.
BNY Mellon Pershing's Michelle Feinstein uncovers valuable practices to assist advisors in leveraging solutions to grow, scale and compete in this age where being efficient and going digital is of the utmost importance.
As advisors and firms quickly prepare for Reg BI's compliance date in a couple weeks, the fintech provider makes some compliance-related upgrades to its platform.