Despite a booming broader fintech industry, businesses centered around wealth and advice are struggling with profitability and scale.
eMoney Advisor announced the launch and general availability of Incentive, a client-led financial planning and wellness application.
Addepar has acquired Real Capital Innovation to offer its clients tools to model and analyze portfolios in a forward-looking way.
Mohamed El-Erian thinks the path of least resistance continues to be upwards as equities float along in a “rational bubble.”