Trends Watch: Robo Advisors
There are a number of new funds being created which seek to capture capital for investments.
Recent
Andes Wealth Technologies Announces Integration with Orion Advisor Solutions
Andes Wealth Platform provides award-winning behavioral finance and risk solutions for financial advisors.
Recent Survey of Compliance Professionals Finds That 90% of Tech Organizations Were Negatively Affected by a Third-Party Incident in the Last Year
Hyperproof — a compliance operations platform company — has released its 2022 IT Compliance Benchmark Report.
Saving for College or Paying it Off? Betterment Wants to Help with Both
Two new programs come amidst a backdrop of political debate over what some view as an impending student debt crisis.
2,000 Wealth Management Firms Representing $10 Trillion in AUM Are Targets for Wealth Tech Expansion
Portfolio accounting, financial planning, and tax optimization are the top-three applications licensed.
The Evolution Of Fintech Solutions – A Beginner’s Guide
FinTech’s are pushing the envelope on how businesses operate and consumers manage their money.
Goal Group Joins the Schwab Advisor Services™ Provider Listings Program
Goal now listed on Schwab Advisor Services™ Provider listings program as provider of withholding tax reclaims and securities class actions recoveries.
