May 12, 2020
Vise Raises $14.5 Million in Series A Funding Led by Sequoia Capital
Mar 11, 2020
Betterment for Business Survey Finds Millennials and Gen Z Saving Funds For Retirement, But Not Always Conserving Them
Mar 10, 2020
JOTO PR Disruptors Signs New Client Real Intelligence LLC
Feb 18, 2020
Andrew Altfest, Wealth Management Industry Leader, Launches New AI-Driven Advisor Technology, FP Alpha
Dec 09, 2019
Phoenix Finance wins the Asian Banker's "Digital Wealth Management Service of the Year in China" Award
Dec 02, 2019
Fifth Annual Advisor Authority Study Reveals Millennial Advisors Far More Likely than Boomer Advisors to Leverage Technology to Enhance Profitability and Attract Next Generation of Clients
Aug 15, 2019
XY Planning Network Welcomes Its 1,000th Advisor Member As Alternative Fee Models Gain Momentum
Jul 30, 2019
Wealthsimple Selects Xignite to Power Its Online Investment Manager
Jul 19, 2019
Lufax Introduces "Know Your Intention"
Mar 18, 2019
Technology is Changing the Way Female Advisors Serve Clients, According to Edward Jones Survey
Mar 06, 2019
Swanest helps investors paint a holistic picture of their finances
Jan 28, 2019
XY Investment Solutions Announces New Partnership with Orion Enterprise
Dec 13, 2018
PINTEC enables Zhejiang Rural Credit Cooperatives with Robo-advisory solution
Dec 11, 2018
Oranj Free Model Marketplace Growth Continues Without Raising Fees, Adds Aberdeen, Calamos, Invesco and Nationwide
Dec 04, 2018
Betterment Launches "Two-Way Sweep" Offering to Provide Cash Optimization
Dec 03, 2018
Tennessee Startup Looks to Disrupt Fee-Based Wealth Management Model
Nov 29, 2018
RBC takes robo-advisor service national - making it easy for Canadians to access investment advice online
Nov 13, 2018
Advisor Group Launches Digital Client Onboarding Platform eQuipt
Oct 10, 2018
BitFinance adds over 40 years of alternative and cryptocurrency asset management and FinTech experience to its Executive Team
Sep 18, 2018
RightCapital Announces Strategic Partnership with Betterment for Advisors