BlackRock is selling FutureAdvisor’s direct-to-consumer advice and investment business after acquiring the firm in 2015 as a business-to-business platform for...
The partnership offers adviser managed accounts, an application programming interface (API) to provide personalized participant advice and a library of APIs to create a robo-advisory platform.
When it comes to trusting a financial services firm, consumers first want it to secure their personal information; secondly, they expect it to deliver high-quality customer service.
Looking to 2018 and beyond, traditional advisers, brokerage firms and banks are widely (and aggressively) seeking to integrate digital advice into their service offerings; the CFP Board Center...
Since 2015, investors' interest in using digital advice platforms has increased modestly, far outpacing actual adoption, according to Cerulli; for clients of both traditional advisers and robo platforms,...
Folio Institutional’s API Service makes it easier for firms to build their own unique digital investing platform that includes custom online account opening, document management and securities trading.