January 31, 2019

Timeline Unveils Comprehensive Withdrawal Rate Planning Software

London-based fintech firm, Timeline, has launched comprehensive software for illustrating sustainable withdrawal strategies. The second edition of the software, which is currently in beta, enables advisors to model […]
October 18, 2016

The Power of the eMoney/Fidelity Combination Begins to Reveal Itself

Fidelity recently announced the initial rollout of their new total advisor platform, beginning a multi-year effort that will continue through at least 2018.  The goal of […]
March 16, 2016

FINRA Issues a Report on Digital Advice

As digital investment advice platforms gain traction in the marketplace, it should come as no surprise that FINRA is taking a closer look at how these […]
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