Displaying 66 results
Wealthtech firms unveil strategic partnership
Collaboration will focus on key areas including AI-driven risk analytics, automated compliance reporting, and workflow automation.
Financial planning softwares and CRM platforms in the spotlight
InvestmentNews invites readers to participate in the search for the best financial planning softwares and CRM platforms.
Tifin spins off AI platform designed to help advisory firms grow
The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.
Multibillionaire Thomson eyes greater slice of fintech industry
The venture capital firm of one of the members of the world’s 10th richest family is seeking investments.
RIAs’ tech wish list for 2024
From Salesforce to eMoney, here are the tools advisors are using to drive growth this year.
AI-driven advanced planning solution joins forces with Orion
Partnership saves advisors time as there is no need to manually enter client data, says FP Alpha.
Oppenheimer hires capital-raising veteran to focus on fintech investing
The firm has appointed a head of financial technology investment banking to lead investment and financial advisory for the growing industry.
AdvicePay hires new CEO to succeed Alan Moore
The payment platform brings on fintech veteran Alex Sauickie, who plans to help expand services to banks and broker-dealers.
New iCapital platform gives advisors turnkey access to alternative investments
Marketplace combines hundreds of existing platforms run by providers of alternative investments into a single network.
GeoWealth investment platform expands down-market with deal for First Ascent
The First Ascent Asset Management TAMP will operate as a separately branded subsidiary of GeoWealth.
Trading app fined $3M for letting youngsters trade options spreads
Webull Financial failed to conduct adequate due diligence on customers, Finra found, but the company did not admit or deny fault.
Estate planning fintech Wealth lands $16 million in funding
The Wealth platform is designed to help clients better manage their legacies by creating plans online through a combination of proprietary legal documents and encrypted digital vaults.
Advisers must embrace fintech risks, opportunities to keep up with retailers
A new report from Celent shines light on the trend of traditional retailers like Walmart migrating into the wealth management space.
Tyrone Ross resigns as CEO of Onramp Invest
Co-founder Eric Ervin, who's taking over as CEO, alludes to the 'stresses of dual leadership' in an email to investors.
Fintech raises $5.1 million to expand annuity platform for 401(k)s
Major insurers including Allianz Life, Franklin Templeton and Pacific Life are joining a venture firm in backing San Francisco-based Micruity.
Why Michael Jordan invested in estate planning startup Vanilla
The basketball legend is among the investors participating in an $11.6 million funding round for Vanilla, which was founded by Steve Lockshin in 2019 to fully digitize estate planning for registered investment advisers.
Sales fintech Seismic pushes valuation to $3 billion
The company is designed to personalize sales interactions and has doubled its valuation in a year after fresh funding and a new acquisition.
Fintech readies factor-based risk model for advisers
Fabric will offer access to MSCI's factor-based risk model that is designed to provide institutional risk management tools to advisers.
How Black-owned fintechs are closing the racial wealth gap
Minority-owned firms have a more challenging road to land funding, without which firms are unable to reach the next level of growth or attract the intellectual capital needed to take on competitors.
How tech tools are expanding access to ESG investing
Experts from Charles Schwab, Merrill Lynch and Fidelity address how advisers can use digital tools to increase investor engagement
