Compared to retail banking and digital-only financial firms, wealth management's "technological capabilities remain immature," says Morgan Stanley research, with large gaps in digitization and scale
Months after Fiserv’s wealth-tech business unit relaunched as Tegra118 under private equity firm Motive Partners, the firm is expanding retirement planning capabilities with RetireUp.
The firm's scale and organic growth has impressed investors.
CFPs face an enforceable new code, including provisions for technology. Planners must have 'a reasonable level of understanding' of tech assumptions and outcomes, among other requirements.
Taking lessons learned from the pandemic, FA Match is launching a new iteration of its advisor recruitment platform.
Envestnet's Stuart DePina discusses how AI enables advisors to stay in touch with their clients.
CB Insights says the recent market volatility shows that investors still want a human advisor relationship.
Andreessen Horowitz is looking for 'entrepreneurs who did not have access to the fast track in life but who have great potential.' SoftBank launches $100 million fund for 'companies led by founders and entrepreneurs of color.'
Many Reg BI tools from vendors are coming too late to meet the end-of-month deadline for compliance, according to a SIFMA panel.
