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Michael Kitces on the fate of robos, Yelp help and recent fintech competitions, products

This month's edition of the Latest News in Financial Advisor #FinTech kicks off with big news about high-profile robo-advisers pivoting to B2B products for advisers.

Welcome to the August 2018 issue of the Latest News in Financial Advisor #FinTech — where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management!

This month's edition kicks

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Recent Articles by Author

Future of advisor platforms is services 

Future of advisor platforms is services 

While platforms aren't able to differentiate themselves by their technology, they can profit by providing support services that firms need.

The latest in financial #AdvisorTech — January 2023

The latest in financial #AdvisorTech — January 2023

This month’s highlights include Envestnet’s entering the RIA custodial business and Docupace’s launch of an RIA Productivity Toolkit.

The latest in financial #AdviserTech — December 2022

The latest in financial #AdviserTech — December 2022

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.

The latest in financial #AdviserTech — November 2022

The latest in financial #AdviserTech — November 2022

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.

The latest in financial #AdviserTech — October 2022

The latest in financial #AdviserTech — October 2022

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.

Latest news

Global bonds fall again amid stubborn inflation outlook

Global bonds fall again amid stubborn inflation outlook

Investors are impatient, they want big earnings

Advisor360 adds marketing capability with FMG integration

BlackRock’s Preqin deal prompts lower outlook at Moody’s

GE sued over $1.7 billion pension risk transfer

Blackstone REIT keeps up with demand to buy back shares

  • July 3, 2024

Merrill Lynch to reimburse customers $1.5 million over avoidable fees

Covered call ETF demand still surging despite bull market, rising bond yields

JPMorgan’s Kolanovic set to depart after string of bad stock calls

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