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The latest in financial #AdviserTech — April 2022
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.
The latest in financial #AdviserTech — March 2022
This month’s #AdviserTech roundup includes FeeX’s rebranding and funding round, Datalign’s launch of a lead generation service and Fidelity’s new compliance solution, Saifr.
The latest in financial #AdviserTech — February 2022
This month’s #AdviserTech roundup includes Wealthfront’s $1.4 billion acquisition by UBS, Gemini’s purchase of Bitria, and a couple of deals related to RIA compliance technology.
The latest in financial #AdviserTech — January 2022 — Part 2
The major trends underway in the financial adviser ecosystem, and what those trends portend for the year to come.
The latest in financial #AdviserTech — January 2022
The first installment of a two-part series looking at the major trends in the financial adviser ecosystem that shaped big AdviserTech events in 2021, and what those trends portend for the year to come.
The latest in financial #AdviserTech — December 2021
This month’s #AdviserTech roundup includes Halo Investing’s $100 million funding round, Orion’s acquisition of BasisCode Compliance and Geowealth’s $19 million funding round.
The latest in financial #AdviserTech — November 2021
This month’s #AdviserTech roundup includes Schwab’s announcement of a direct indexing initiative, Fidelity’s launch of real-time fractional share trading, and Addepar’s acquisition of AdvisorPeak.
The latest in financial #AdviserTech — October 2021
This month’s #AdviserTech roundup includes Franklin Templeton’s purchase of O’Shaughnessy Asset Management and its Canvas direct index platform; Morningstar’s acquisition of Moorgate Benchmarks; Betterment for Advisors’ shift from TAMP to RIA custodian competitor; and the SEC’s inquiry into when fintech-driven nudges become bona fide investment advice.
The latest in financial #AdviserTech — September 2021
This month's #AdviserTech roundup includes Riskalyze’s recapitalization, RightCapital’s launch of retirement decumulation tools, Veriti’s crossing $1 billion of AUM, and American Express partnering with BodesWell to return to the financial planning business 16 years after spinning off Ameriprise.
The latest in financial #AdviserTech — August 2021
This month's #AdviserTech roundup includes Vanguard’s move into direct indexing, Vestwell’s $70 million capital round, and Simon Markets’ additional funding for its marketplace of risk-hedged investment solutions for advisers.
The latest in financial #AdviserTech — July 2021
This month's #AdviserTech roundup includes SmartAsset’s achieving unicorn status, Broadridge acquiring AdvisorStream, and Principal shutting down RobustWealth.
The latest in financial #AdviserTech — June 2021
This month's #AdviserTech roundup includes a fundraising round by lead generation service Zoe Financial, as well as news about Tifin Group, Altruist, Vice and InvestCloud.
The latest in financial #AdviserTech — May 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers.
The latest in financial #AdviserTech — April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
The latest in financial #AdviserTech — March 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
The latest in financial #AdviserTech — February 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
The latest in financial #AdviserTech — January 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
The latest in financial #AdviserTech — December 2020
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
The latest in financial #AdviserTech — November 2020
The big news and underlying trends emerging in the world of technology solutions for financial advisers
The latest in financial #AdviserTech — October 2020
We look at the big news, announcements and underlying trends and developments that are emerging in the world of technology solutions for financial advisers!
