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Ripsaw Wealth Tools Announces its Optimizer and Assist Tools
The Optimizer solves for the allocation of wealth among the available investments in all accounts simultaneously with one click.
Spark Launches with $3.6M in Funding Led by Primary Ventures to Transform Benefits Navigation for Retirees
Spark Advisors has announced its nation-wide launch with $3.6 million in funding led by Primary Ventures.
Betterment Acquires Wealthsimple's U.S. Investment Advisory Book of Business
In the coming months, Wealthsimple will transfer all of their existing U.S.-based customers to Betterment.
Social Media: A Financial Professional’s New Best Friend
In our evolving digital world, there is a growing demand from consumers to meet them where they want – and increasingly they want to meet in the social space.