mkitces

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The latest in financial adviser fintech — December 2019

This month's edition kicks off with the blockbuster news that Charles Schwab will be acquiring TD Ameritrade in 2020.

Topic

The latest in financial adviser fintech — December 2019

This month's edition kicks off with the blockbuster news that Charles Schwab will be acquiring TD Ameritrade in 2020, which sets off not only a seismic shift in the competitive landscape for retail brokerage and RIA custodial platforms

Topic

The latest in financial adviser fintech — December 2019

This month's edition kicks off with the blockbuster news that Charles Schwab will be acquiring TD Ameritrade in 2020, which sets off not only a seismic shift in the competitive landscape for retail brokerage and RIA custodial platforms

Topic

The latest in financial adviser fintech — November 2019

This month's edition kicks off with the news that Schwab will allow fractional share trading in its retail accounts.

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The latest in financial adviser fintech — October 2019

This month's edition kicks off with the news that Wealthfront is acquiring financial planning monthly subscription startup Grove.

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The latest in financial adviser fintech — October 2019

This month's edition kicks off with the news that Wealthfront is acquiring financial planning monthly subscription startup Grove.

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The latest in financial adviser fintech — September 2019

This month's edition kicks off with the news that Wealthfront is acquiring financial planning monthly subscription startup Grove.

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The latest in financial adviser fintech — August 2019

This month's edition kicks off with the announcement that Orion Advisor Services is acquiring Advizr for $50M.

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Michael Kitces: The latest in financial adviser fintech — July 2019

This month's edition kicks off with the announcement that Fidelity is launching a new Managed Account XChange (FMAX), in what appears to be a shift in the Fidelity business model.

Topic

Michael Kitces: The latest in financial adviser fintech — June 2019

Welcome to the June 2019 issue of the Latest News in Financial Advisor #FinTech – where we look…

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