Wealthica Financial Technology Inc., Canada's leading banking and investment account aggregation platform, is excited to announce the release of its Financial Advisor version—a powerful new solution ...

Goldman Sachs CEO David Solomon joined JPMorgan's Jamie Dimon in a tie atop the executive compensation rankings for the ...

Today, Aspirational Wealth Management has over $100 million in AUM. One of Villicana’s long-time clients worked as a chief financial officer ... vision with a live dashboard in Advisor Workstation.

In a world where financial management demands precision, reliability, and efficiency, selecting the right digital partner can make all the difference. Whether you’re managing personal finances or ...

Her Finances today announced the launch of its groundbreaking financial platform designed to empower high-net-worth women as they navigate significant life changes—particularly divorce or ...

A newer feature is Simplifi’s investments dashboard that offers a ... you’ll pay a high 0.89% management fee for wealth management support from a financial advisor — a feature that’s ...

Empower (formerly Personal Capital) is a wealth management and investing platform for advisor-assisted financial planning services, retirement solutions, and free money management tools.

as the trading platform looks to have a bigger influence on its users' financial habits. The company said on Wednesday it is launching 'Robinhood Strategies' — a wealth management service with a ...