In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive ...

You have /5 articles left. Sign up for a free account or log in. According to the survey, 76 percent of those responding indicated that where they enrolled was ...

Portal, a Fintech pursuing “financial self-sovereignty” with technology to access Bitcoin and other cryptocurrency markets, announced it has exited stealth mode and raised $34 million in seed funding.