Frankenstein monster
The Perils of a ‘Frankenstein’ Tech Stack
May 15, 2020
A tech stack comprising disparate add-ons has its drawbacks, especially during periods of significant market disruption.
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Riskalyze Fintech Report Card: April 2020
May 15, 2020
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
Goldman Sachs
Goldman Sachs to Acquire Folio Financial
May 14, 2020
Many acquisitions in 2020 have been all about technology. This one is no different.
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Foundation for Financial Planning Launches Pro Bono Planning Fund
May 14, 2020
The Foundation for Financial Planning created the fund with a $500,000 matching commitment from the Charles Schwab Foundation.
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Report: Fintech Funding Hits a Brick Wall
May 12, 2020
It's an uphill battle for 2020 fintechs in need of cash.
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Sponsored Content
The pivotal decision: Choosing your custodian
Jul 29, 2021
Ready to take the first step toward becoming an investment advisor at an independent RIA firm? Open the door to independence with the right custodian by your side.
Hardeep Walia Motif Investing
Schwab Acquires Motif Investing Tech, IP
May 08, 2020
From death comes new life as the mega-custodian acquires the most usable parts of Motif's technology and development staff.
typing on computer
All An Advisor Needs Is a Bad Internet Connection and Old Laptop
May 06, 2020
Schwab found that the coronavirus crisis has accelerated its advisors' move to digital.
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Schwab to Finally Make Fractional Share Investing Available
May 05, 2020
Schwab Stock Slices will be available to retail investors and Schwab Alliance customers on June 9.
help wanted sign
Brokerage Firms Go on Hiring Spree
May 01, 2020
Fidelity, Schwab and TD Ameritrade are hiring call center reps and others to answer investor questions—but what does that mean for the RIAs that custody with them?
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