Vanguard plans to offer digital-only advisory services based on goals-based financial planning.
A weekly round up spotlighting fintech company advances.
Rob Seidman of IBM's Watson Financial Services weighs in on the subject.
Broadridge completed the acquisition of Financial Database Services.
A Cboe executive describes how the company manages its new technological endeavors and internal processes.
eMoney’s Foundational Planning feature is getting a new insurance-related module.
The company is a technology platform providing business intelligence, risk analytics and economic research for the wealth management space.
Jennifer Lopez and Alex Rodriguez, former baseball player, are the latest dual celebrities to invest in the fintech firm Acorns Grow Inc.
The firm's platform is known for efficiently handling lots of data. including reconciling portfolio accounting from more than 300 custodians.
The company offers two platforms: one for financial advisors and another for compliance consultants.
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