Intuit Inc. is making Mint, its popular online personal finance solution, available to financial institutions, "giving them a new way to build deeper, trusting relationships with banking customers through digital branches."
In a post entitled, "Why I Choose Software Over A Human For Investment Advice," the CEO of Betterment, an app that seeks to replace financial advisors, makes the case succinctly.
As the consolidation of the independent advisor business follwing the 2008 financial crisis continues to play out, Cetera Advisor Networks is acquiring Tower Square Securities and Walnut Street Securities from MetLife Inc.
Dynasty Financial Partners today announced that Archford Capital Strategies becomes the most recent independent investment advisory firm to partner with Dynasty.
Financial advisor Allan Roth, on MoneyWatch.com, posted this morning about “how financial advisors lie to themselves.” But is he guilty of the very offense he accuses other advisors of committing?
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You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $60 quarterly membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.