Addepar Acquires AdvisorPeak to Streamline Portfolio Rebalancing and Trading for Wealth Managers
AdvisorPeak's team of experts join Addepar to complement the company's rapid pace of innovation and growth.
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Lack of Tech Smarts in Washington
Lack of tech smarts in Washington allows companies to 'run circles around regulations': Congressman.
TD Bank Strengthens Investment Advice Offerings with Launch of Robo-Advisor
TD Bank announced it has launched the Bank’s first robo-advisor, TD Automated Investing, and hybrid advisor.
Plaid’s ‘Ecosystem of Payment Partners’ Shows Breadth of Open Banking
Plaid offering its software in a way that enables users (consumers and businesses among them) to make digital payments funded by users’ bank accounts.
TD Bank Strengthens Investment Advice Offerings with Launch of Robo-Advisor
The new suite of Investment Solutions reinforces Bank's Commitment to Advice for All.
The Future Of Insurance Is Built In The Cloud
Modern approaches to insurance increasingly require incentives to better align customer and insurance company goals.
Goldman Is ‘Doubling Down’ on Technology Investing, Dees Says
Fintech has potential to disrupt traditional finance, and New York-based Goldman is looking for ways for automation to handle “the menial stuff”.
