Technology

The three primary avenues of attack.

What clients really want is a professional to help them make better decisions than they could on their own. Fintech alone can't do that.

Improvements include a reduced number of fields and better integration with data from preexisting account holders.

Interactive Brokers follows up IBKR Lite's September launch with fractional share trading for individual accounts; advisors will get the option in coming weeks.

The fintech startup named its first chief operating officer following a $100 million Series C capital raise earlier this year.

You Invest Portfolios, which launched in July of this year, will require a minimum of $500 after a previous minimum of $2,500.

The new offering will couple an automated investment management platform, powered by Schwab, with access to a Certified Financial Planner.