Displaying 146 results
iCapital unveils model portfolios for alts-focused advisors
The leading alternative investments provider is rolling out a suite of asset-allocation strategies across private equity, private credit, and real assets.
JPMorgan taps ChatGPT for new thematic investment suite
The banking giant’s generative AI-powered strategy, IndexGPT, is the latest attempt by Wall Street to harness the nascent technology.
Betterment bolsters advisor offering with enhanced XYPN partnership
The wealth tech provider is giving fee-only advisors access to more resources and lowering barriers for those just getting started.
FusionIQ launches platform for breakaway advisors
From portfolio management to compliance and client onboarding, the new offering takes direct aim at common headaches for independent practices.
Wealthtech startup Altruist ascends to $1.5B valuation
The LA-based fintech challenging goliaths Schwab and Fidelity secures new fundraising after its revenue quintupled in 2023.
Alti Global taps tech VC vet for new private-market strategy
The multibillion-dollar alts platform’s new fund offers exposure to high-potential private tech companies across the US, Europe and Asia.
JP Morgan data breach hits 451,000 retirement plan members
The financial services giant reported a years-long system failure that exposed names, addresses, Social Security numbers, and other sensitive info.
Franklin Templeton wants to transform the industry through Microsoft AI partnership
The collab will use AI to power-up digital transformation at scale.
Here’s why end-to-end technology is vital for advisors
Being an effective financial coach depends on providing a unified digital experience.
Tech-focused wealth firms win on multiple counts, says Fidelity
Survey of more than 400 advisors reveals impact of technology on client growth, AUM expansion, and service delivery.
Are RIAs failing their clients?
Advisors respond after report suggests clients are not having enough input into the advisory experience.
MyVest announces tax-aware portfolio transition upgrades
The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
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.
Trust & Will forges strategic partnership with LPL
The digital estate planning platform is set to triple its reach as it rolls out across LPL’s network of more than 22,000 advisors.
GTCR set to snap up AssetMark
The private equity firm unveiled plans to take the TAMP provider private, valuing the company at $2.7B.
Tech firm Vanilla sweetens its estate planning platform
The platform's document builder module now allows clients to connect directly with legal eagles and obtain vital powers of attorney.
Tifin taps another LPL leadership alum to its C-suite
The leading AI and wealth technology provider has announced Jeannette Kuda as its new chief operating officer.
Alts platform CAIS secures another partnership
The leading alternative investments provider is helping Captrust, the $800B wealth juggernaut, provide a better experience for advisors.
Goldman strikes deal to exit robo business
The banking behemoth is transferring its automated investing business to Betterment as it refocuses on its Wall Street operations.
Correction for Nvidia, chip stocks index
The darlings of the market in recent years are facing challenges.
