Vanguard Digital Advisor has a 4.5-star rating from the Buy Side team. Investors can choose from three portfolios that include a mix of Vanguard ETFs and mutual funds. Vanguard requires a minimum ...

OneVest, a leading provider of next-generation wealth management technology, today announced it is partnering with Mackenzie Investments ("Mackenzie"), a leading global asset manager, as the firm ...

Mackenzie Investments is turning to fintech firm OneVest as it accelerates a sweeping digital transformation designed to ...

[Digital Vaults continue to rapidly evolve from a “nice-to-have” virtual equivalent of a safety deposit box for critical advisor and client-facing documents into a “must-have” technology to power a ...

It used to be that if you wanted help managing your money, you could do it yourself, or you could hire a financial adviser. Now, there’s a middle-tier option too: the robo-adviser, a digital platform ...

Wix-powered, mobile-first websites with built-in compliance review processes and performance insights - in addition to modern video tools - to provide scalable solutions to accelerate advisor growth ...

Welcome to the new age of accounting, where the blend of cutting-edge technology and the warmth of human connection creates a whole new playing field for professionals. Processing Content Today, we're ...