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Betterment bolsters advisor offering with enhanced XYPN partnership
The wealth tech provider is giving fee-only advisors access to more resources and lowering barriers for those just getting started.
FusionIQ launches platform for breakaway advisors
From portfolio management to compliance and client onboarding, the new offering takes direct aim at common headaches for independent practices.
Wealthtech startup Altruist ascends to $1.5B valuation
The LA-based fintech challenging goliaths Schwab and Fidelity secures new fundraising after its revenue quintupled in 2023.
Alti Global taps tech VC vet for new private-market strategy
The multibillion-dollar alts platform’s new fund offers exposure to high-potential private tech companies across the US, Europe and Asia.
Tech-focused wealth firms win on multiple counts, says Fidelity
Survey of more than 400 advisors reveals impact of technology on client growth, AUM expansion, and service delivery.
MyVest announces tax-aware portfolio transition upgrades
The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
Tech-heavy advisor practices have a performance edge: Cerulli
Survey research finds heavy users tend to grow faster as advisors report greater operational efficiency and productivity in serving clients.
Trust & Will forges strategic partnership with LPL
The digital estate planning platform is set to triple its reach as it rolls out across LPL’s network of more than 22,000 advisors.
GTCR set to snap up AssetMark
The private equity firm unveiled plans to take the TAMP provider private, valuing the company at $2.7B.
Tech firm Vanilla sweetens its estate planning platform
The platform's document builder module now allows clients to connect directly with legal eagles and obtain vital powers of attorney.
Tifin taps another LPL leadership alum to its C-suite
The leading AI and wealth technology provider has announced Jeannette Kuda as its new chief operating officer.
Alts platform CAIS secures another partnership
The leading alternative investments provider is helping Captrust, the $800B wealth juggernaut, provide a better experience for advisors.
Advisor360 taps veteran Mike Fanning as CEO
The former head of MassMutual US is stepping in as the fintech platform provider plans next chapter.
Goldman strikes deal to exit robo business
The banking behemoth is transferring its automated investing business to Betterment as it refocuses on its Wall Street operations.
Arch enhances private market investing solution with AI
The firm aims to make processes easier for advisors and investment managers.
Fidelity launches organic growth platform
New offering provides advisors with tools to help them acquire new business and expand their relationships with clients.
Summit sharpens HNW focus with souped-up alts platform
RIA unveils partnerships with leading tech and alts providers to arm advisors with a range of alternative investment options.
Envestnet shares up 9% as reports suggest it’s in talks to sell to PE
Wealth management technology company has reportedly hired Morgan Stanley as advisor.
Fintech takes aim at industry’s texting-breach plague
Serial fintech entrepreneur Larry Shumbres leads the veteran leadership team launching an AI-powered compliance solution.
Workers deserve better on benefits, tech firm says
Amid concerns on health care costs and retirement savings, report questions status quo approach of offering more education and benefits.
