Displaying 66 results
Envestnet denied motion to dismiss claims in $100 million lawsuit
A Delaware judge denied the TAMP's motion to dismiss the allegations, which include fraud and trade secret misappropriation
Financial advisers are drowning in fintech choices
Having too many tech options ends up hurting their businesses.
Finra asking firms for comments on fintech innovation
Regulator wants to know what it can do to provide support.
Fintech aims to digitize estate planning
Companies like Everplans and Yourefolio are finding success with advisers looking to expand their planning capabilities.
Fintech startup wants to help advisers find and sell muni bonds
280 CapMarkets says its Bond Navigator product is like Zillow for bonds
Investment firms race to master financial tech before potential super rivals
Fears of Amazon's Alexa as adviser push Fidelity and others to compete in an increasingly automated world.
