Riskalyze softens the edges of a marketing campaign targeting competitors, but as fintech firms' vie for more space in front of advisors, analysts say there may be more bumpy roads ahead.
Citing 'fiduciary responsibilities,' Riskalyze CEO Aaron Klein is publicly targeting the 'wildly inaccurate' and 'predictive guesswork' of his competitors.
No longer 'secondary,' advisors and the firm's 401(k) business will receive attention as equals to Betterment's retail business line, says new CEO Sarah Levy.
In a major change for the firm, Wealthfront is adding the option for investors to choose select funds for their portfolios, with 'hundreds' of ETFs soon to come.
Advisor Services Exchange, the enterprise-level collaboration between Envestnet and Dynasty Financial Partners, is introducing an outsourced CFO capability for all advisors.
