Displaying 66 results
Advisor360 sets up next growth phase with ex-Merrill Lynch leader
The veteran hire will spearhead the wealth tech firm’s efforts to find expansion opportunities in a newly created role.
AI vs. human advice: which one wins consumers’ trust?
New Finra research peels back the layers on consumer sentiment and use of artificial intelligence for financial and investment advice.
Facet forges tech tie-up to enhance estate planning
The financial planning fintech’s latest integration aims to make estate planning more accessible across the wealth spectrum.
Orion taps fintech vet Ron Pruitt as new president
The industry veteran brings an extensive wealth of experience built up over 25 years, including a key executive position at Envestnet.
Finra clarifies guidelines around AI, chatbot communications
The self-regulator has updated its guidance around requirements for firms to oversee chatbot messaging for investors and AI-generated content.
Ategenos reveals “next-generation TAMP” for wealth firms
The firm founded by ex-Brinker Capital execs has unveiled an integrated platform that can meet the needs of RIAs, family offices, and institutions.
InvestmentNews’ 5-Star Research Platforms revealed
From data accuracy to active listening and a focus on efficiency and simplicity, the best research platforms for financial advisors lead on several fronts.
What tech should you use when you go RIA?
Several experts say it isn’t about what tech to use but rather the vision for the tech.
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.
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.
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.
Stride’s portable benefits push expands to Utah
Through key state legislation, the fintech firm has secured strong support for its pioneering benefits program.
Online brokerage Firstrade opens floodgates to fractional shares
Digital investment platform’s new service unlocks low-cost fractional trading on thousands of individual stocks and ETFs.
Pontera extends 401(k) platform with Ameritas alliance
The fintech will provide access to its workplace retirement account platform for advisors at the firm.
Luma forges annuity management alliance with Pershing
The partnership will unlock educational resources, analytics, and tools to help advisors manage annuity sales on Pershing’s platform.
Elements woos more fee-only advisors with XYPN tie-up
Partnership expands access to financial planning tech and in-depth practice management training for over 1,800 independent planners.
iCapital eyes alts domination with Mirador acquisition
The deal for the data aggregation and reporting leader will create an end-to-end solution for HNW advisors and wealth firms.
How can RIAs use technology to become more efficient?
Upcoming RIA conference will address how advisors can build and leverage the appropriate tech stack and use AI to better their practice.
SEI launches multicustody capability for US wealth platform
The latest upgrade to platform gives an integrated view of clients’ financial picture, including held-away assets.
