Technology

HNW clients want to discuss estate planning and philanthropy with advisors, Everplans introduces “Sharing After Death” and Emperor Investments launches for U.S clients.

Clients are open to having their money managed by a big tech-focused firm, Merrill Lynch adds features to its mobile app and LPL hires Richard Steinmeier to head business development.

If you’re not doing these, you and your firm are going to get left behind.

Lincoln Financial and Orion partner on an annuities platform, Seaward Management rebrands and Alex. Brown adds an LA-based team.

A day after a Robinhood co-CEO said competitors like Fidelity and Schwab weren’t really technology companies, Ram Subramaniam reminded attendees at the same conference how many “technologists” it employs.

Stash kills management fees for those 25 and under, MoneyLion hires Stifel’s Jon Stevenson to run its wealth management division and Fi360 acquires CFFM.