Chip Roame News Today

/PRNewswire/ -- Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act to...

For some, a good challenge and a good time beat the deathly drone of sponsored sales pitches disguised as educational sessions.

If you are going out this weekend and forgot how to make small talk, read up on these wine facts to impress your friends and dominate your enemies.

The Schwab CEO gets 2016 'Windhaven' hire to share burden of governance from enormity of $8-trillion post-TDA, post-USAA, post-Motif growth.

The startup has emerged as a significant competitor to Envestnet’s dominance.

InvestCloud to acquire Advicent and NaviPlan planning software The acquisition follows the firm’s merger with Tegra118 that drove it to a $1 billion valuation. Market volatility has accelerated a focus on financial planning. May 5, 2021 3 MINS Global technology platform InvestCloud announced Wednesday it is acquiring financial planning software developer Advicent and its NaviPlan platform in a move that could position the firm to rival wealthtech powerhouses like Envestn...

InvestCloud aims to be the Amazon of wealthtech with Tegra118 merger Global fintech InvestCloud completed a recapitalization that establishes the firm as the latest fintech unicorn while positioning it to rival TAMP offerings, according to experts. February 3, 2021 2 MINS Global technology platform InvestCloud is ready to have a seat at the table with wealthtech powerhouses like Envestnet after the completion of a recapitalization that drove it to reach unicorn status with...