Search Result for "Robo Advisors"

Carver Edison Expands Senior Leadership Team

Bottomline Technologies, Numerated, Bank of America and Citibank Win 2020 Monarch Innovation Awards

Bottomline Technologies, Numerated, Bank of America and Citibank are winners in Barlow Research’s 2020 Monarch Innovation Awards. The winners were chosen based on their innovative products and features. Read More: Executives…

Read More
Carver Edison Expands Senior Leadership Team

Magnifi Announces Former Charles Schwab CEO David Pottruck as Executive Co-Chairman

Enters Next Phase of Strategic Growth with a Focus on Enterprise Partnerships  Magnifi, an investment search platform using natural language and data science to simplify the vetting and selection process…

Read More
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR

Addepar Announces $40 Million in New Financing

Investment from WestCap Group to support continued business growth Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group (“WestCap”). The investment was led by Laurence Tosi (“L.T.”),…

Read More
GlobalFintechSeries Interview with Ray Wyand, CEO & Co-founder @ gini

GlobalFintechSeries Interview with Raymond Wyand, CEO & Co-founder at gini

Tweet Raymond Wyand, CEO & Co-founder of smart budget and expense tracker platform gini joins us in this Global Fintech Series interview to tell us about his fintech journey and... Read More
Fourth Annual Academic Research Colloquium Aims to Deepen Financial Planning Knowledge

Fourth Annual Academic Research Colloquium Aims to Deepen Financial Planning Knowledge

A fintech panel discussing new research on robo-advice and its implications on financial planning practice will take the spotlight at the fourth annual Academic Research Colloquium, February 20-22. The panel will be…

Read More
Cornerstone

Fintech Partnerships a Key Growth Strategy for Banks and Credit Unions in 2020

Fintechs Can Provide Better Design Capabilities, Improved Customer Experience, Report States Financial institutions are making fintech partnerships a key priority in 2020, according to new research from Cornerstone Advisors. In What’s Going…

Read More
UBS Partners With Clients to Design New UBS Financial Services iPhone App

UBS Partners With Clients to Design New UBS Financial Services iPhone App

UBS Wealth Management USA has launched an entirely redesigned UBS Financial Services iPhone app (”the app”) in close collaboration with UBS clients and financial advisors. The new app is designed…

Read More
Xignite Now Available in AWS Data Exchange

Xignite Now Available in AWS Data Exchange

Provides Easy Access to End-of-Day and Historical Stock Price Data Xignite, Inc. announced their financial data APIs  are now available in AWS Data Exchange, a new service that makes it easy for…

Read More
Phoenix Finance Ranked in the "2019 KPMG China Fintech 50"

Phoenix Finance Ranked in the “2019 KPMG China Fintech 50”

On December 23rd, KPMG officially announced the list of “2019 KPMG China Fintech 50” and held the awards ceremony for “2019 KPMG China Fintech 50” in Beijing. Phoenix Finance, a comprehensive intelligent…

Read More
Financial Planning: One Small Step 50 Years Ago

Financial Planning: One Small Step 50 Years Ago

One Small Step in 1969 Sparks a Profession That Has Delivered Holistic Financial Advice to Millions of Americans The movement toward a financial planning profession was sparked by a meeting…

Read More

Page 6 of 7

Login

Welcome! Login in to your account

Remember me Lost your password?

Lost Password