Finlit Tech News Today

Mac Gardner is working to expand the MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the profession.

Although the new leaders at Merrill could offer advisors new hopes, the firm could well suffer further attrition after Andy Sieg's defection last week to Citigroup.

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

Bento Engine's new wealthtech tool aims to help advisors teach their clients how to pass experience and hindsight to the next generation.

The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report.

The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report.

Alex and Rosa Chalekian, along with their three sons, have launched a new subscription service providing education and coaching.

The firm built an education and wellness platform for Fidelity’s eMoney, and it’s rolling out a new app this year.

The boutique institution has 25 financial advisors, but it’s seeking to grow even larger through a deal with Summit Financial and Merchant Investment.

/PRNewswire/ -- To kick off Financial Planning Month, which is celebrated in October each year, eMoney Advisor (eMoney), a leading provider of technology...