Clients have now built a benchmark in their minds set by Amazon, Apple and Google, says Atria Wealth Solutions’ Brian Bichler.
ThinkAdvisorRiskalyze has been selected by Moneytree Software to be integrated across its financial planning suite of tools.
DUBLIN, Oct. 5, 2022 /PRNewswire/ -- The "Global FinTech Marketplace: Technologies, Applications, and Services 2022 - 2027" report has been added to ResearchAndMarkets.com's offering. This report provides a
BenzingaThe
Dublin, Sept. 26, 2022 (GLOBE NEWSWIRE) -- The “Global FinTech Marketplace: Technologies, Applications, and Services 2022 - 2027” report has been added to ResearchAndMarkets.com’s offering. This report provides a comparative analysis between legacy financial systems and emerging FinTech solutions in…
Riskalyze, the industry-leading, risk-centric wealth management platform serving tens of thousands of financial advisors
AiThorityJudges recognize 84 companies for their outstanding support of financial advisor success from among 225 finalists...
UBS and Wealthfront said they decided to terminate their acquisition plans. Instead, UBS will invest $70 million in the robo-adviser.
InvestmentNewsFor your Labor Day weekend reading, here are some fintech updates from the week, including InvestCloud updating NaviPlan.
InvestmentNewsAlso, Goldman Sachs finalizes its purchase of robo-advisor NextCapital Group.
Financial PlanningPlus, a new product launch for Riskalyze, growth in the robo-advisor market and an inclusive real estate investing platform.
Financial PlanningHow to know if your financial planner is doing a good job.
MarketWatchThe wealth management Industry has a lot of work to do to reach the next generation of investors, Riskalyze adds to its C-suite, and the first hedged single-stock ETF launches.
FTF NewsCboe to Send Data & Analytics to the Cloud Exchanges company Cboe Global Markets reports that it is moving its corporate data and analytics from onsite
FTF NewsSoftware-as-a-Service firm FMG is buying Vestorly, a firm specializing in artificial intelligence-driven content curation for wealth managers.
ThinkAdvisorHow to find the right financial adviser for you.
MarketWatchIt has not been a lucrative year for the stock market. The S&P has fallen for a whopping ...
www.theepochtimes.comFounder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Financial PlanningAt FP’s INVEST conference, Julia Carreon and Aaron Klein explained how common misconceptions are clouding wealth managers’ visions for the future.
Financial PlanningThe market’s volatility will continue throughout the decade, so advisers need to know their clients’ risk tolerance more than ever, says Aaron Klein, CEO of Riskalyze.
Two ex-J. P. Morgan top wealth management overlord
