Michael is an American financial planner, commentator, speaker, blogger, and educator. As well as contributing to financial industry publications, he publishes his own blog and newsletter for advisors, is a former editor at the Journal of Financial Planning, and the co-founder of the XY Planning Network. He Tweets at: @MichaelKitces
While platforms aren't able to differentiate themselves by their technology, they can profit by providing support services that firms need.
This month’s highlights include Envestnet’s entering the RIA custodial business and Docupace’s launch of an RIA Productivity Toolkit.
This month’s highlights include Savvy Wealth’s $11 million funding round to enter the realm of tech-enabled RIAs, along with DPL Partners’ new adviser-matching solution and InvestCloud’s Advisor Connect solution.
This month's highlights include the launch of a new RIA custodian, Entrustody, along with Orion's announcement of Redtail Campaigns and Riskalyze's plan to rebrand itself.
DPL Financial Partners’ $20 million in additional capital, Ethic Investing’s $50 million Series C round, and the demise of UBS’ deal for Wealthfront are among the highlights of this month's roundup.
VRGL's $15 million Series A round, FMG's acquisition of Vestorly, Farther's funding round and Orion's partnership with Apex Clearing are among the highlights of this month's roundup.
This month's roundup looks at Schwab's $187 million settlement with the SEC, Bento Engine's funding round, and RIA In A Box's launch of a RolloverAnalyzer solution.
This month’s #AdviserTech roundup looks at Tifin’s latest founding round, Snappy Kraken’s acquisition of Advisor Websites and Lumiant’s new solution for engaging the less-engaged spouse.
This month’s #AdviserTech roundup looks at Orion’s acquisition of Redtail CRM, Advyzon’s launch of its Quantum Rebalancer, RightCapital’s new one-page Financial Plan Snapshot and Vanguard’s partnering with American Express.
This month’s #AdviserTech roundup looks at Wealthbox's funding round and the transition in advisory firms' use of CRM systems, Summit Wealth Systems' attempt to build the next generation of performance reporting, and Advyzon's new TAMP.
