Articles Tagged “Wealth Management”
5 articles found
Vanguard to Buy Altruist in Advisor Custody Push
Vanguard agreed on August 26 to acquire RIA custody platform Altruist. Axios reported a $4.6B price; Altruist keeps operating as a standalone business.
Custom Indexing Explained: Build Your Own Personal ETF
Custom indexing lets you own the stocks inside your own personal index fund directly — here's how it works, what it costs, and who should consider it.
Fincart's AI Wealth App Makes Goal-Based Investing Easy
Fincart's July 9 app update adds AI-powered, goal-based investing and bundles mutual funds, digital gold, and PMS to widen access for retail investors.
SoFi Coach Puts an AI Financial Guide in Members' Pockets
SoFi launched SoFi Coach, an AI-powered financial guide that tracks spending, manages debt, and plans big goals — and 70% of early testers took real steps to improve their finances.
Thndr Levels Up From Trading App to All-in-One Wealth Platform
Thndr is expanding from stock trading into full wealth management — adding digital gold, fractional real estate, no-commission funds, and AI-powered planning to one app.