Displaying 146 results
Commonwealth sharpens HNW focus with iCapital partnership
The independent wealth firm is rolling out a custom platform for advisors to offer and conduct due diligence on alternative investments.
Sanctuary names Envestnet’s Robert Coppola as new CTO
The growth-focused RIA is advancing its digital strategy for advisors, including plans for AI and enhancing its TAMP and fee-for-planning platforms.
JPMorgan unveils AI training push for new hires
The transformational technology has permeated the firm and helped cut “no joy work,” says asset and wealth management head.
American College strikes AI advisor matchmaking partnership
The nonprofit educational institution is helping advisors find prospective clients through an exclusive tech collaboration.
Gratus Capital brings hedge funds to clients with iCapital alliance
The investment advisory firm’s new fintech partnership marks the first phase of its broader comprehensive strategy.
Pontera unveils 401(k) mega-partnership with Stifel
The collaboration will let over 2,400 advisors manage retirement plan assets for more than 200,000 clients across the wealth giant’s enterprise.
Flourish forges integration partnership with RightCapital
Fintech partnership aims to enhance advisors’ financial planning with a broader-picture view of clients’ finances.
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.
Envestnet and Salesforce team up against financial planning data gap
The new integration aims to give advisors fuller visibility over clients’ wealth journeys with unified financial and behavioral data.
Caution remains the watchword when it comes to AI
The appeal of time-saving tools are obvious but there remains confusion around implementing a cohesive AI strategy, says advisor.
Blackstone set to make debut on CAIS alts platform
Partnership will give more independent advisors and firms access to Blackstone strategies that have been curated and vetted by Mercer.
MassMutual and iCapital unveil expanded alts platform
The firms have teamed up to build a centralized tech platform for advisors to access alternatives, structured notes, and annuities.
Fintech startup Archive Intel secures $1M seed funding
The wealth tech provider is broadening its communications archiving and compliance footprint and boosting its AI capabilities.
AdvicePay eyes next growth chapter with new president
The fintech platform catering to fee-for-service financial planners has elevated a key team member to its executive leadership.
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.
Future Capital forges 401(k) partnership
The tech-enabled RIA is helping a privately owned broker-dealer arm its advisor network with a new solution for managing held-away retirement assets.
Advisor360 strikes new wealth tech partnership
The fintech provider is helping a national independent broker dealer and RIA drive its next phase of growth with a host of advisor tools.
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.
Asset managers face rising costs, sluggish revenues but AI might save the day
BCG report urges firms to seize the opportunity from tech innovations.
Tech firm takes generative AI to the RIA space
First-of-its-kind RIA GPT promises to boost advisors’ productivity and enhance client outcomes, while still complying with SEC rules.
