The financial services company is making "a powerful and scalable Python library," called STUMPY, available to the greater programming community.
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
Some of the proven strategies that real estate investment managers are enacting when it comes to utilizing technology.
Despite the comprehensive due diligence parameters of an industrywide security organization, human error is still the weakest link.
The new platform helps recruiting firms surface untapped revenue.
Plans are revealed for a new managed account solution, called Fidelity Managed Account Xchange.
Is it a match? Launched with six carriers and facilitated by FIDx, Envestnet Insurance Exchange is making it easier for advisors to offer insurance.
Called eQuipt FP, the financial planning system includes features that could compete with startup AdvicePay.
Firm expands into the UK fintech market.
