After more than doubling its market share, the challenger RIA custodian is looking to deepen its reach in the enterprise advisor tech scene.
The estate planning tech provider will be providing 700 advisors access to the aggressively growth-focused RIA giant's platform.
New in-house capability aims to empower advisors and associates with natural search to access vast data pool.
The RIA custody giant is investing in the estate planning tech firm's growth, with near-term plans to make the tool available to its retail clients.
Advisor users who are also on the eMoney platform stand to benefit from the newly announced link-ups.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
From stress tests to portfolio rebalancing and tax optimization, tech-supported advisors are helping clients keep calm and carry on through gloomy markets.
Quarterly survey report of finds nearly nine-tenths have alternative asset allocations in client portfolios, but just half use tools to manage those investments.
Flourish is unlocking more organic growth opportunities for Carson, while Tifin AG announces a tie-up with an LA-headquartered independent.
The latest platform integrations aim to streamline direct indexing and custom model delivery for the wealth tech giant's RIA users.
As holistic planning becomes table stakes, research reveals how the rising influence of AI and having a digital orientation can help wealth firms get ahead.
Wealth.com is adding Cetera to its enterprise network as 401GO taps Mesirow to enhance its fiduciary service capabilities.
Apart from the new integration partnership, the two wealth tech firms have bolstered their cybersecurity cred by acquiring a key certification.
The Fidelity-owned fintech aims to help advisors connect with mass market and mass affluent prospects with single-goal conversations.
The collaboration gives Dynasty's $105 billion network of over 500 advisors access to new custodial services, asset management, and lending expertise.
The alternatives giant's latest enhancements smooth the way for clients to get hedge fund and private markets access.
New platform helps advisors manage public and private assets in one place.
MassMutual's fintech platform to add AI-powered insights, data.
Ruling allows trade secrets and contract claims over fintech technology to proceed to trial.
A pair of surveys shed light on how advisors want to use generative AI – and the biggest barriers holding them back.
