Ellie was our Digital Content and Production Manager from 2015 to 2019 before she moved on to become Graphics Editor at The Wall Street Journal and latterly Data Scientist, Media Innovations at The New York Times. Connect with her at LinkedIn.
Robo’s AUM breakdown (in million) Robos 2016 Jan 2015 Jan Yearly change 2015 by quarter Financial Engines** 10,442.6…
InvestmentNews asked some key names in the financial advice industry what changes they expect to see this year.
Results from a survey of advisers reveals their outlook for the year ahead
Yes, clients want financial advice. But they also want to be educated about investing and planning. A…
2016 will be an especially interesting year because of the pending fiduciary decision and the November presidential election.
BIGGEST TECH acquisition ⇒$2.7B SS&C Technology Holdings Inc. agreed to pay $2.7 billion for Advent Software Inc.
Yes, clients want financial advice. But they also want to be educated about investing and planning. A…
BIGGEST TECH acquisition ⇒$2.7B SS&C Technology Holdings Inc. agreed to pay $2.7 billion for Advent Software Inc.
Communication references by age AGES 18-44 AGES 45-54 AGES 55-64 AGES 65+ Relevant articles 33% 56% 55% 36%…
Fintech M&A for 2015 Acquired Acquirer $$ Advent SS&C $2,700,000,000 Yodlee Envestnet $590,000,000 LearnVest*…
