Tagged: financial advisors

Franklin Templeton Announces Acquisition of Digital Wealth Platform AdvisorEngine

Franklin Resources, Inc. (NYSE:BEN), a global investment management organization operating as Franklin Templeton, announced on Wednesday it has acquired AdvisorEngine, a U.S.-based digital wealth platform. According to Franklin Resources, AdvisorEngine is a provider of technology and consulting services to more than 1,200 financial advisory firms… Read More

Former JP Morgan Executive Launches Fintech Startup Zoe Financial to Help Millennials & Gen Xers Find Financial Advisors

Zoe Financial, New York-based financial tech startup that was founded by Andres Garcia-Amaya, former JP Morgan Global Market Strategist, has launched its services that are aiming to transform how high-earners approach their personal finances, starting with their relationship with a financial advisor. The company, which describes itself as a digital… Read More

A Guide to Peer to Peer Investing

This peer to peer lending guide (embedded below) is designed to introduce financial advisors, and those more financially sophisticated types, to the world of peer to peer investing. Peer to peer investing is the new hotness in the financial world. The efficiency of allocation generated by… Read More

Crowdfunding News Roundup: November 5, 2013

Forbes | Sony And Intel, Shaping The Next Generation Of Hardware “Something is happening in hardware.” This article explores the revolution happening in the hardware space among big players like Intel and Motorola. These companies are becoming more open and allowing more collaboration into their… Read More

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