Fintech

In the first edition of a new wealthtech series from Financial Planning, FP Alpha CEO Andrew Altfest talks about the magic number of solutions an advisor should rely on while showing us his stack.

From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.

The hottest topic in tech over the past 12 months had a major presence in the world of financial services.

The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.

Come the second quarter of 2024, JPMorgan Automated Investing will be no more.

Check out this collection of can't-miss conversations with industry insiders and experts.

The retirement-focused wealthtech formerly known as FeeX has more than quadrupled its revenue since its last fundraise announced in February 2022.

Banks and fintechs are coming together to help older customers with a variety of needs, from avoiding financial exploitation to planning for the future.

The CAIS Alts Experience through BNY Mellon's Pershing builds upon existing integrations to remove transaction fees on participating funds through the CAIS Marketplace to BNY Mellon's Pershing clients

New feature aggregates and analyzes data in real-time to bolster the firm's quantitative investment methodologies while optimizing client outcomes.