The family office model has found new life in the independent space, where the ability to deliver customized solutions is drawing top advisors—and their high-net-worth clients—out of the wirehouses.
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
DFA funds will be the first mutual funds offered through Betterment for Advisors, and will be offered free of transaction costs.
Financial planner Pamela Capalad has built a unique practice by leaning into millennial stereotypes.
Focusing on the client experience isn't new territory for modern fintech, but UBS is using a decidedly Silicon Valley-like approach in its app development.
Fintech has become so integral to Americans' lives that it's no longer about finance, says Alexa von Tobel.
We now have a little clearer idea of what their strategy is.