Displaying 146 results
Franklin Templeton extends SMA offerings to UBS platforms
The partnership aims to provide advisors with more opportunities to personalize client portfolios and enhance their after-tax returns.
Follow the rules, ask questions when using gen AI, Finra tells firms
Amid growing use of generative AI and large language models, the regulator is issuing a crucial reminder for its members.
Orion leans into fintech flexibility with new offerings
The wealth tech giant is helping firms “do business as they see fit” with two new additions, including a standalone trading solution launching later this summer.
For advisors, automation and multi-custodian relationships are keys to growth
Building client relationships, cost containment, and high interest-earning cash accounts a priority for most wealth firms, reveals survey.
BlackRock to ramp up custom models business with GeoWealth partnership
The TAMP will help expand advisors’ access to BlackRock’s private markets, direct indexing, and fixed income SMAs.
Wealth tech startup Altruist unveils new tax management suite
The fintech provider’s new tools let RIA clients automate tax-savings strategies, including tax-loss harvesting and gains deferrals.
Estate tech provider wealth.com launches family office suite
The digital estate planning firm has also tapped a Commonwealth Financial veteran to help strengthen its HNW and UHNW planning offerings.
SEC actions hint at looming “AI washing” crackdown
Recent moves against issuing firms and money managers show some parallels to the regulator's early crypto focus.
Wealth tech firm MyVest strikes retirement income partnership
The fintech integration aims to close the planning-execution gap with tax-optimized withdrawal recommendations, among other features.
The AI jobs threat is biggest for banking, says Citi
Some two-thirds of jobs across the sector could be automated or augmented by the technology.
AssetMark to snap up multibillion-dollar TAMP business from Morningstar
The strategic alliance will see $12B in TAMP assets switch hands, with more advisors and clients gaining access to AssetMark’s industry-leading platform.
Future Capital helps advisors break the 401(k) planning barrier
The RIA’s new solution aims to help advisors make their planning more holistic by considering held-away 401(k) assets.
AssetMark and Tifin Give forge DAF partnership
The integration partnership will help more advisors weave philanthropy into their clients’ planning with Tifin Give’s advanced technology.
AssetMap teams up with tax-planning tech firm Holistiplan
New data integration and direct linking to tax analysis results will allow more holistic planning conversations for advisor users.
Orion unveils updates to advisor billing and reporting
The fintech giant says it’s easing fiduciary advisors’ back-office burden with bill generation and comparison tool, a platform redesign, and other enhancements.
Off-channel communications a struggle for most financial firms, says global report
Annual study unpacks compliance headaches and concerns around WhatsApp, electronic communications, social media, and AI.
Fidelity and Envestnet are helping advisors get more holistic
Expanded partnership will bring enhanced capabilities to leading managed accounts platform, including holistic portfolio management and a scaled-down option for small to mid-sized wealth firms.
Marketing tech titan Yext strikes deal for Hearsay
The $125M transaction will bring the fintech firm’s expertise in regulated and AI-supported communications to a broader complex of industries.
Investors ambivalent as Apple plans to make AI a core feature
Shares slipped following the post-market-close announcement.
Snappy Kraken offers advisors marketing clarity with new solution
The fintech provider’s new tool is designed to help advisors identify high-impact marketing strategies and find more engaged prospects.
