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After a long hiatus, Dr. Mark Evans, the creator of NaviPlan, is introducing Conquest Planning. A planned U.S. deployment comes later this year.

The latest in financial #AdviserTech — February 2021 The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers! February 16, 2021 41 MINS This month’s edition kicks off with the big news that Walmart has partnered with Ribbit Capital (one of the fintech venture capital firms that backed Robinhood) to begin creating its own fintech solutions for Walmart customers and employees. That would instantly create one of the largest distribution platforms for a fintech solution (as Walmart reaches nearly 40% of all A...

Robinhood under pressure for bringing ‘gamification’ to investing The free trading app has been applauded for democratizing the market but critics, and regulators, are starting to take a closer look December 18, 2020 5 MINS Robinhood was criticized this week for its use of gamification strategies to attract young investors in a complaint filed by the Massachusetts Securities Division that alleged the fintech manipulated its customers, many of whom are novice investors, into excessive trades.  The regulators defined gamification as the application of typical elements...

With Advisor-Focused Robo, Franklin Templeton Enters New Territory The asset manager is launching Tango, a white-label robo combining its IP with parts and components from multiple partners. Franklin Templeton is the latest asset manager to turn to financial planning and automated investing technology in a bid to grow its digital presence. The financial services company has partnered with Apex Clearing, owned by private equity and venture capital firm PEAK6, to launch a white-label “turnkey robo advisor,” called Tango, built for financial advisors interested in attracting more ...