Goldman Sachs is investing 25 million euros ($28 million) in Raisin, an internet platform for bank-savings products, in exchange for a low single-digit percentage stake.
Testing for cybersecurity also increased this year, with advertising and privacy also considered important compliance topics, according to the survey from the Investment Adviser Association and ACA Compliance Group.
The Ritholtz robo is getting a reboot and dropping Envestnet's Upside.
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
This additional service pays for itself, many times over.
In integrating with First Rate, HiddenLevers will provide bank-based wealth management professionals with expanded capabilities.
The demise of the human advisor has been greatly exaggerated.
The rebranding and change of fee structure have given Schwab Intelligent Portfolios Premium a boost.
The new tool will bring automated investing to retail wealth management clients, with support from human advisors.
