SkyOak Wealth LLC Lowers Position in Alphabet Inc. (NASDAQ:GOOG)
SkyOak Wealth LLC lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange ...
Boston fintech raises $27M to make managing your FSA account easier
Boston-based Lynx, a startup that aims to make it easier to pay for healthcare using spending accounts, has raised a $27 million Series A venture capital round.
Financial Planning13h
Tech spending on the rise while advisors use just 60% of their tools
Orion Advisor Wealthtech Survey indicates that more than half of financial advisors plan to increase their investment in ...
alternativeswatch16h
Portage promotes fintech portfolio exec
Portage promoted Jake Bodanis to the role of partner tasked with investing in early-stage and growth-stage fintech ...
WealthManagement.com22h
The Healthy Advisor: Beyond the C-Suite With Aaron Klein
The former Nitrogen CEO opens up about the challenges and rewards of international adoption and his plan for building a new ...
Impacts22h
What is Fintech? Emerging Technologies In Finance and Accounting
Fintech is an umbrella term for all the technologies delivering financial services more efficiently, securely and in ...