The financial planning software provider owned by Fidelity has added a data-syncing and integration boost to one of its key programs.
The fintech provider’s latest funding round, which also includes Alumni Ventures and Vanguard, will support its continued growth and AI push.
The two TAMPs are collaborating to give RIAs customized and easier access to private equity, venture capital, real estate, and private credit.
New report runs through advisors’ tech pain points including fragmentation, lack of training, and finding time to learn new systems.
Wealth tech provider unveils mid- to enterprise-level marketing platform, taps Altruist and Schwab vets to support larger RIAs and BDs.
Travis Alexander started his firm in 2016, and it became one of the top revenue producers at Raymond James.
Wealth managers consider the costs of their own practices as the market reacts to inflation reports.
The fintech firms’ new platform aims to help RIAs address UNW clients’ needs with advanced portfolio rebalancing, SMA capabilities, and more.
Four-time Olympian-turned financial planner Lauryn Williams says professional athletes often take on significant debt with few income opportunities.
The fintech platform has added new products to help advisors dig deeper into an estimated $8B planning opportunity.
The estate planning tech platform is differentiating itself with new subscription options for its services.
The Florida-based fintech has added new asset managers and strategies, including just over a dozen SMAs from Invesco, to its platform.
The firm founded by a veteran long-short strategist is putting mean reversion at the center of its portfolio management.
The retail fintech's CEO says it has filed a "high-quality" response to the regulator's query as it beat earnings expectations.
The $31.5B RIA and New Jersey-based branch office is helping its advisor community navigate the journey of continuity and succession planning.
With nearly two-fifths of advisors set to retire in 10 years, the industry has to help new advisors address a key challenge, says Cerulli.
"It's not just about the numbers, it's about getting to know advisors and their motivations."
The serial technopreneur is joining as the newest member of the enterprise wealth tech firm’s board of directors.
Schwab and Fidelity users vent on social media as thousands report issues with accessing their accounts.
Consistency is vital when it comes to client outreach, says CEO.
