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Why TAMPs are ‘a powerful tool’ for advisors
Advisor says TAMPs are like ‘a spectrum with dozens of capabilities’ at final RIA Lab event for 2023.
Private equity investors positive on AI, SEC’s private funds rules
LPs are using the technology more and also keen to invest in AI firms.
How recent tech trends are affecting wealth management
Wealthtech trends have a big impact on the overall wealth management industry — and how wealth managers serve and engage with clients.
Altruist helps advisors connect their tech with several powerful new integrations
The aim is to make critical workflows simpler and streamlined.
Panel suggests SEC use existing rules to address advisor AI conflicts
'You don’t need to reinvent the wheel here. You’ve got the building blocks to address [AI and predictive data analytics] concerns,' says a member of the advisory committee.
Pontera raises another $60 million
Latest funding round for fintech platform allowing advisors to manage clients’ held-away assets is led by Iconiq.
Online brokers misstep in securities lending: Finra
'Who were the accountants? Lending securities can be lucrative,' a compliance executive says.
Young advisors welcome AI, but regulatory concerns restrict its use
'We all have too much to lose in reputation,' warns one CEO. 'It’s not worth it.'
Intelligent charitable planning: The next big thing in wealth
Advisors, employers and DAFs can make everyone a philanthropist.
Envestnet rides boom in model portfolios
The firm's platform offers around 2,000 customized products from some 150 asset managers, tapping into rising demand for bespoke portfolios.
Fintech aims to shake up how alternative asset firms connect with wealth managers
The platform enables connection without intermediaries, creates distribution partner opportunity.
Consumers like these wealth apps best, J.D. Power says
On the surface, there isn't much difference, but results people get from planning services can vary wildly.
Wealthfront reaches $50B AUM milestone, 2023 revenue growth near 140%
Automation and a focus on delivering value to clients are secret to success.
TAMP is ‘a misused term’
Adhesion Wealth’s Barrett Ayer highlights problems related to TAMPs – and a solution – in advance of RIA Labs webinar.
Rate your technology providers now
InvestmentNews begins its search for the top fund providers and investment research platforms in the industry.
Nitrogen names new CEO as Aaron Klein steps down
Dan Zitting, who succeeds Klein as CEO, is former president of Galvanize.
The latest in financial #AdvisorTech — November 2023
This month’s highlights include Practice Intel’s new ‘growth platform,’ FinanceHQ’s new lead generation platform and RIA startup Farther’s latest funding round.
Top VC firms pledge responsible strategy on AI startups
Coalition says it wants to ensure it funds firms with strong guardrails.
Tech-forward advisors serve clients better: Study
The combination of technology and the use of financial psychology 'creates better client outcomes,’ eMoney manager says.
Giant bank goes old school as hack bites
Regulators, governments try to assess fallout as suspected Russian cyberattack creates mayhem.
