Displaying 67 results
Michael Kitces: The Latest In Financial Adviser FinTech — September 2018
Let's look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management.
Michael Kitces on the fate of robos, Yelp help and recent fintech competitions, products
This month's edition of the Latest News in Financial Advisor #FinTech kicks off with big news about high-profile robo-advisers pivoting to B2B products for advisers.
Michael Kitces: The Latest In Financial Advisor FinTech — June 2018
This month's edition kicks off with the buzz from the Envestnet Advisor Summit.
The Latest in Financial Adviser #FinTech (May 2018)
From a rev-up in Financial Engines to a CRM solution from Down Under, Michael Kitces brings you the trends in adviser technology.
The Latest In Financial Advisor #FinTech
This month's edition kicks off with the big news that former Envestnet executive Lori Hardwick is joining Riskalyze's Board of Directors.
The latest in financial adviser #FinTech
This month's edition kicks off with the announcement of Fidelity's new "Consolidated Data" platform, that aims to become a central account aggregation hub of all the relevant information regarding an advisory firm's clients and its own business.
The latest in financial adviser #FinTech (August 2017)
Welcome to the August issue – where we look at the big news, announcements and underlying trends.
