Ryan W. Neal

It’s a significant pivot for the robo advisor, which has historically advocated passive, ETF-driven investing.

In the annual rankings, retail brokerages struggled to keep up with surging investor demand.

The TIFIN group owns 10 companies building software for individual aspects of the wealth and asset management industry.

The all-virtual event for senior wealth management executives takes place on May 12 and 13.

Axos Financial, which has $14.4 billion across business lines, will gain $23 billion in new assets from 200 RIAs.

Despite record growth in wealth management, an otherwise rosy earnings report was marred by $911 million loss related to Archegos Capital.

He takes over for Chris Harvey, who ran the team for four years.

In partnership with Prime Trust, advisors can now custody, trade and rebalance digital asset holdings alongside traditional portfolios.

New flows to traditional fixed income investments remain strong, according to Cerulli Associates data.

Stuck at home in quarantine, technology editor Ryan W. Neal finally repaid the graduate-school debts that had hung over his head for a decade.

Harvest’s micro-saving and investing technology is designed to turn spenders into savers, and eventually into investors.

Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually.

Four months after shutting down, the fintech and some of its employees are joining SEI.

Advisors can use Digital Wealth Overview to send an automatically-produced animation that gives a comprehensive look at financial accounts.

For just $1,000, clients can sign up for the firm’s purely digital automated advice service.

The partnership sets a new standard in the industry, according to Orion president Noreen Beaman.

The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.

The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets.

New entrants are gaining traction while established players continue to grow.

Despite Voyant’s success internationally, it is relatively unknown in the U.S. The TAMP plans to change that.