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Eaglebrook unveils new crypto SMA partnership
The crypto investment platform for RIAs is offering its SMA capabilities through a Colorado-based independent wealth firm.
Tech provider Vanilla unveils estate planning scenarios tool
The platform’s latest offering lets advisors clearly visualize the potential tax impact of GRATs, SLATs, and other planning strategies.
Apex soups up tech offering with AdvisorArch acquisition
The deal promises enhancements to its RIA custody and execution platform, including industry-leading direct indexing and automated rebalancing.
Just Futures takes social justice to retirement plans
In partnership with fintech platform Vestwell, the public benefit firm is bringing its values-driven 401(k) and 403(b) plans to market.
Orion forges alternatives partnership with CAIS
The integration will give Orion’s advisor users more access to alts products, services and resources.
Advyzon eyes next leg of growth with executive hires
The fintech’s new leaders includes a former head of third-party integration at Schwab Advisor Services.
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.
