Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.
At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.
The tech firm wants to bring mainstream investors—and their advisors—into the IPO process, territory once reserved for favored clients, insiders and underwriters. But to take on Wall Street's reliable revenue generator, many moving pieces will...
A strong technology partner has a symbiotic relationship with wealth managers and shared goals for progressing their businesses. There should also be an understanding of the specific needs of those businesses, such as knowledge of local...