AdvisorEngine
New York-based ETF provider WisdomTree Investments has unveiled plans to offload its $58m stake in wealth management technology platform AdvisorEngine. Notably, last month, WisdomTree made a strategic investment in Securrency, a blockchain-based financial and regulatory technology developer.
Zoe Financial
Zoe Financial, Inc., a technology-driven marketplace that empowers individual investors to make better financial decisions, announced Marie Chandoha, former CEO of Charles Schwab Investment Management, has joined their Advisory Committee.
