Apr 24, 2020

Ranking on the first page of Google searches for financial advisors in a given town, city or region can bolster website traffic, overall brand visibility and credibility.

WealthTech Winners Circle Podcast: Are You Automating These 5 Critical Growth Objectives Yet?

Apr 23, 2020

Snappy Kraken's Robert Sofia uncovers valuable practices that advisors can automate and why he believes we’re close to a time when spending hours on a financial plan will be obsolete.

FINRA to Announce Cybersecurity Preferred Partners

Apr 23, 2020

The self-regulatory organization has tapped a handful of security firms after a lengthy vetting process.

eMoney's 'Project Avocado' Already in Pilot Phase

Apr 23, 2020

The new financial planning app has been in the hands of select users for weeks and is expected to move to beta soon.

Sometimes It Takes a Crisis—Is It Time to Tweak Your Business Model? Part 2

Apr 22, 2020

The second in a two-part series looking at how financial advisors can improve their business during the current coronavirus crisis.

Betterment Checking Rollout in Full Effect

Apr 21, 2020

The robo continues to push the boundaries between banking and wealth management.

Now Live: HiddenLevers Financial Planning

Apr 20, 2020

Long associated with stress testing, HiddenLevers built and launched cash flow– and goals-based financial planning just months after taking on the project.

Motif, Thematic Brokerage Platform, to Close

Apr 18, 2020

Users were notified on Friday that the firm, with ties to Goldman Sachs Asset Management, will transfer client assets to Folio Investing.

Rise of the Robinhoods

Apr 17, 2020

Is Europe cloning U.S. fintechs?

Riskalyze Fintech Report Card: March 2020

Apr 16, 2020

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.