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FinTech

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Advisors Can Address Pandemic Stress With Financial Wellness Programs, eMoney Says

by FA Staff

The fintech announced a partnership with FinLit Tech founder and financial literacy advocate Mac Gardner.

Luma Launches FireLight-Embedded Annuities Solution

by FA Staff

Luma Annuities is a new turn-key annuity sales and life-cycle management technology.

Envestnet Makes MoneyGuide Available In API Form

by FA Staff

MoneyGuideEngine is a suite of algorithms that can directly integrate into a financial advisor’s existing technology.

MSCI Fuses Microsoft Tech With Its ESG, Index Analytics

by FA Staff

The company will use Microsoft cloud and A.I. technologies for the solutions it offers advisors and asset managers.

Robertson Stephens Adds StratiFi's Risk Scoring To Tech Suite

by FA Staff

StratiFi analyzes thousands of securities and quantify correlation, volatility, tail and concentration risks.

Skience Launches New Data Aggregation Capability

by FA Staff

The module transfers client data from vendors into an easily accessed, centralized repository.

Atria To Offer Riskalyze To Its Advisors And Brokers

by FA Staff

This is the second major partnership for Riskalyze this year.

A Year Into Pandemic, Survey Finds Firms Lag In Communications Compliance

by FA Staff

Few firms have established retention and oversight programs gor remote-work communications.

Three-Quarters Of Those In Poll Thought Robinhood Manipulated Markets

by

Yet when asked whether they thought Robinhood intended to protect hedge funds, most respondents, 55%, said no.

Rachel Bashore Named COO Of Hybrid RIA Good Life Companies

by FA Staff

Bashore joins Good Life from BM Technologies, where she led white-label compliance risk and privacy functions.

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