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The latest in financial adviser fintech — December 2019

The latest in financial adviser fintech — December 2019

Dec 17, 2019

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

The latest in financial adviser fintech — December 2019

The latest in financial adviser fintech — December 2019

Dec 12, 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

The latest in financial adviser fintech — November 2019

The latest in financial adviser fintech — November 2019

Nov 6, 2019

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

The latest in financial adviser fintech — October 2019

The latest in financial adviser fintech — October 2019

Oct 15, 2019

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

The latest in financial adviser fintech — October 2019

Oct 15, 2019

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

The latest in financial adviser fintech — September 2019

The latest in financial adviser fintech — September 2019

Sep 13, 2019

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

The latest in financial adviser fintech — August 2019

The latest in financial adviser fintech — August 2019

Aug 13, 2019

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

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

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

Jul 12, 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.

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

Jun 10, 2019

Welcome to the June 2019 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management! This month’s edition kicks off with the…

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

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

May 24, 2019

This month's edition kicks off with the news that Schwab's PortfolioConnect is now available – for free – to all RIAs on its platform.

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