Each year, Barron’s Advisor lists the executives poised to make news in wealth management in the new year. This year’s list includes CEOs at some fast-growing RIAs and a newly public robo-advisor. We ...

This makes robo-advisors attractive for investors with smaller portfolios — where paying a percentage-based advisory fee ...

Si Katara, Founder and CEO of Tapp Finance (also known as robo-advisors). As these robo-advisors become more sophisticated, they are leveling the playing field, providing access to professional wealth ...

Si Katara, Founder and CEO of TappAlpha. The wealth management industry has witnessed significant changes in recent years, driven in part by the rapid advancement of technology and the emergence of ...

While human advisors have a fiduciary duty to put their clients’ interests ahead of their own, robo-advisors could breach ...

Technology is at the fingertips of everyone, particularly the affluent investor. It seems like there’s a never-ending stream of new digital platforms claiming to be able to manage your portfolio for a ...

The robo advisory market no longer consists of only startups. Some of the largest players in the wealth management industry, including TIAA, Bank of America Merrill Lynch, Fidelity Investments, ...

Teams have become highly specialized and are focusing more on particular client types in order to offer the most bespoke ...

BERKELEY, Calif.--(BUSINESS WIRE)--Access Softek, Inc., an omnichannel digital banking platform provider, announced that FAIRWINDS Credit Union has selected its EasyVest™ robo-advisor solution to ...

Short Answer: Wealth Management provides a holistic view of your wealth. Managing your wealth can be a complex and daunting task, especially when your assets grow and your financial situation becomes ...