These hybrid adviser services aim for a sweet spot that combines digital investing with a human touch.

The new platform is aimed at helping advisers acquire clients, build partnerships and scale their businesses. Fidelity introduced what it calls Growth Hub on Monday, a tool featuring over 50 assets ...

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, today announced two platform enhancements designed to deliver AI-driven campaign ...