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In the United States fintech wealth management space, it’s easy to forget about our neighbors to the north, but recent expansion in America among certain Canada-based firms are starting to get more attention.

For the next feature in this series, we’d like you to meet Pierce Crosby, General Manager of TradingView, which states it is the world’s largest marketplace for investment ideas, financial information, charting, and data visualization.

Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Cetera, a leading financial advice firm, today announced a new enterprise agreement aimed at standardizing risk management across Cetera’s network of firms to set a new bar for measuring risk and engaging clients.

With our third installment of Wealthtech Insider, I wanted to discuss the third pillar of the advisor-client journey: Investing. For years, the lion’s share of tech advances focused on investment management, because that was what clients needed and valued...

For this installment of the Fintech Luminaries series, we'd like you to meet Sanjeev Kumar, CEO and Co-Founder of Skience, a Herndon, Va.-based provider of digital workflow solutions and consulting services. The company enables financial services and wealth management firms to transform their core business operations and reach new levels of integration and efficiency, while unlocking new growth opportunities.

Today, we’re revisiting one of the pillars for success between advisors and clients – planning. As we look ahead to 2021, we have to envision a financial planning landscape that has been altered by pandemic, policy changes, and rapidly evolving technology.

Leading financial services firm FamilyWealth announces that Mugarian Investment Group, LLC (MIG), a wealth management firm with $65 million in assets under management/advisement has joined FamilyWealth.

Last week we launched a "mini-series" on digital wealth predictions for 2021 from the top fintech minds in...

XYZ Venture Capital opened up about its mission, model and team for the first time when announcing its second fund. Building on the success of Fund I, which made early investments in companies now worth over $6 billion in aggregate value, XYZ’s new fund is dedicated to accelerating the growth and execution of early-stage companies.

For this next edition of our Fintech Luminaries series, meet Mark Contey, Chief Business Development Officer of LaSalle...