Featured
Black Diamond: The TAMP Revolution’s Next Phase Is Personalization at Scale
Kyle Fleming of Black Diamond explains how the TAMP revolution’s next phase gives advisors personalization at scale without sacrificing control.
RIA Innovations: Building Independence Without the Learning Curve
RIA Innovations CEO Nelly Mubashi built her platform solving challenges she faced on leaving UBS—now advisors can skip the learning curve entirely.
Recent
Plaid without Visa? It might be a blessing in disguise
Visa’s agreement to acquire Plaid kicked off 2020 last January by validating fintech’s blockbuster value, and was followed by a flurry of M&A activity
Profitability ‘a challenge’ for advice tech businesses
Despite a booming broader fintech industry, businesses centered around wealth and advice are struggling with profitability and scale.
Fidelity's eMoney Advisor rolls out first mobile app
eMoney Advisor announced the launch and general availability of Incentive, a client-led financial planning and wellness application.
Wealth Management Tech Platform Addepar Acquires RCI to Assist Clients with Making More Informed Investment Choices
Addepar has acquired Real Capital Innovation to offer its clients tools to model and analyze portfolios in a forward-looking way.