The advent of tokenization across peer-to-peer networks can make virtually any asset tradable and investable. That’s an existential threat to financial advisors, whose value will increasingly depend on specialized knowledge of a smaller slice of a...
Envestnet is introducing a loan solution called Envestnet Credit Exchange, while soon-to-be-subsidiary PIEtech makes its insurance-centric MoneyGuideElite tool available to advisors.
The self-billed "Amazon Prime for financial advisors" is cutting its monthly subscription fee, which gives FAs reduced pricing on technology, lead-generation services and health insurance.
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.
