Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Rhys Williams discusses the increasing importance of holistic financial planning and how advisors are adapting to meet the unique needs of different generations.
Fractional shares make it easier for the next generation of investors to align their investment portfolios with their personal beliefs, gain transparency around their investments and generate tax alpha.
The ICE risk matching auction, which matches buyers and sellers of the same corporate bond or list of bonds to determine the best price for the transaction, was reworked and went live in recent months after years of being dormant.
Gain insight into harnessing integrated technology solutions that streamline back-office operations, deliver personalized insights and attract and retain clients.
The newly-appointed advice tech executive talks about how he got started in politics, how this work intersects with his new role, his thoughts on the fee-for-service model debate and his vision for the future of the advisor billing software company.
The SEC approved a plan on Wednesday to root out what Chair Gary Gensler has said are conflicts of interest that can arise when financial firms use artificial intelligence.
