Riskalyze CEO Aaron Klein with the company’s iconic risk number speed limit sign.
Just as risk evaluation covered more corners of the advisor’s desktop, its growth has fueled debates between psychologists and economists and led to differing approaches to risk.
Read More
Betterment CEO Sarah Levy
No longer 'secondary,' advisors and the firm's 401(k) business will receive attention as equals to Betterment's retail business line, says new CEO Sarah Levy.
Read More
Edmond Walters demos an early version of Apprise Labs.
Apprise Labs, a joint venture between eMoney founder Edmond Walters, Envestnet | MoneyGuide President Tony Leal and Envestnet, is open for business, even as planners and clients craft 'panic wills' and reworked legacy plans.
Read More
A Redtail presentation at an advisor conference.
Redtail’s CEO opens up about the data breach, how it affected his outlook on cybersecurity and the changes his firm has made since.
Read More
Image courtesy of Plaid
Visa's Plaid purchase certainly beefs up legitimacy for account aggregation, but Quovo might become a smaller piece of the pie under new ownership.
Read MoreFintech firms and millennial-focused advisers are providing advice on student loan refinancing, with the expectation that over time it will eventually lead to new business in the form of brokerage and retirement accounts. As seen in Financial Planning.
Read MoreAfter claiming retail customers, institutional clients and even 401(k) plans, robo advisers could expand their reach into peer-to-peer lending. Read more about expanding fintech boundaries, as seen in Financial Planning.
Read More