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SmartAsset woos growth-focused advisors with new platform
Fintech’s subscription-based service promises ‘all-inclusive client engagement,’ including referrals and automated calls and texts.
Onramp partnership opens door wider to crypto for advisors
The TAMP for blockchain-based alternative investments now offers advisors access to a digital asset index.
LPL’s chief product officer to depart firm
The executive responsible for broker-dealer’s tech and wealth offerings is leaving as part of broader organizational realignment.
Tech team-up aims to ease payment pain for advisors
Fintech firm co-founded by Michael Kitces strikes partnership to streamline workflow for fee-based financial planners.
Boston wealth firm breaks new ground in portfolio personalization
New solution for RIAs and family offices speeds up investment management with innovative household wealth optimization feature.
Tifin AG bolsters partnership with RBC’s US wealth arm
Fintech program aims to help advisors get ahead of opportunities to grow assets using AI.
Cetera partnership promises 360-degree view of clients’ finances
Wealth giant says advisors will benefit from industry-leading data integration across brokerage, trust, and digital banking accounts.
Orion, DPL join forces to offer commission-free annuities to advisors
Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities.
Partnership announced that aims to transform RIA channel
Invesco and Vestmark combine forces to enable greater portfolio personalization and tax management.
Chicago RIA unveils partnership with iCapital
The collaboration will allow the firm to offer more alternative invesstments to clients.
Envestnet sees Q4 bump with surge in nonrecurring revenue
The company’s annual revenue was virtually unchanged from 2022 even as it faced challenges from ballooning operating expenses.
Advyzon strikes up another tech collaboration
The fintech is helping to simplify client account administration for advisors through a new platform integration with Apex.
Commonwealth tech partnership focuses on advisor succession
The wealth management giant is rolling out a platform to connect buyers, sellers, and partners seeking M&A opportunities.
EY report highlights key wealth management trends
Financial advisors should continue focusing on private markets, AI and personalization, according to the report.
New role announced for Nitrogen co-founder and former CEO
Aaron Klein brings two decades of experience to wealthtech consultancy.
Nitrogen revamps enterprise fintech suite
The wealth technology provider unveils upgrades for advisors and firms, including a proprietary Won With Nitrogen asset growth metric.
‘Sobering’ report shows increasing reach of fintech over traditional firms
About a quarter of Americans have tried a tech-based savings or investing service, and companies with scale are getting the most business, a report from Hearts & Wallets finds.
FusionIQ partnership broadens regulated crypto access for advisors
The collaboration with Anchorage Digital, home to the only federally regulated digital asset bank, will give advisors a single platform offering digital assets along with traditional investments.
Fintech Pontera partners with Captrust
Deal with RIA giant will provide financial advisors with more advanced tools to manage client assets held in retirement plans.
Advyzon takes personalized portfolios further in new TAMP partnership
The wealth tech provider is teaming up with Nebo Wealth to create an automated end-to-end solution for RIAs.