Users were notified on Friday that the firm, with ties to Goldman Sachs Asset Management, will transfer client assets to Folio Investing.
Is Europe cloning U.S. fintechs?
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
The online brokerage that’s suffered repeated outages during recent market turmoil, is close to raising new funding at a valuation of about $8 billion, according to people familiar with the matter.
The technology company is helping firms meet FINRA cyberalert guidelines by offering advisors free access to its compliance and device-check software.
In a nod to its star-like corporate logo, Orion Advisor Services has launched a marketing service called Market*r, based on its Advizr planning tool.
Minimums on the platform were cut from $10,000 to $5,000, while the fee drops from 50 to 35 basis points.
With the 'Solve for Max' feature, advisors can more easily find a client’s optimal tax bracket.
