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Fintech learns to play nice with traditional institutions

January 12, 2018

Fintech is finally learning to play nice with the financial services industry. The last couple of years have seen fintech upstarts forge successful partnerships with incumbent financial institutions to better the industry from the inside out....

Apex partners with Trizic to reach more advisers

January 12, 2018

Apex Clearing is looking to expand its digital custody and clearing brand into the human adviser market though a new partnership with Trizic, a technology vendor that develops digital advice products for advisers. Trizic, which counts FIS and...

Envestnet adds easier document storage to Tamarac

January 11, 2018

Envestnet has enhanced the document vault file-storage system within its Tamarac portfolio and client management platform, eliminating the need to use a third-party vendor for file sharing. The company, which introduced a redesigned Tamarac...

Merrill Lynch to let advisers text with clients

January 11, 2018

Merrill Lynch Wealth Management wants investors to be able to text their financial advisers. Bank of America's wealth management division announced Thursday new client-to-adviser texting capabilities as part of a suite of digital client collaboration...

SS&C buys DST for $5.4 billion in cash

January 11, 2018

Financial software giant SS&C announced Thursday its largest acquisition to date: a $5.4 billion cash purchase of DST Systems, a rival technology provider to asset managers, brokerages, retirement firms and health-care providers. The acquisition...

Bloomberg terminal alternatives popular with advisers

January 10, 2018

When YCharts debuted in 2009, the cloud-based financial portal billed itself as a potential threat to the Bloomberg Terminal's dominance over real-time market data. Bloomberg remains a powerhouse eight years later, but YCharts, and other startups...

CapitalRock expands its fiduciary analyzer

January 10, 2018

One company is hoping technology will make it easier for advisers to determine if a retirement plan rollover meets the fiduciary standard. CapitalRock is expanding the functionality of its RightBRIDGE Product Profiler, which analyzes 401(k)...

10 trends hitting financial advisers this year

January 9, 2018

Policy changes like tax reform and implementation of the Department of Labor’s fiduciary rule occupied most of the wealth management industry’s attention in 2017, and research firm Aite Group said these will drive adviser uncertainty. At...

5 easy social media resolutions for 2018

January 9, 2018

Happy 2018, Social Media Adviser readers. Yes, this is another column about New Year's resolutions. But this is the one you should read all the way through, because unlike those others, these suggestions are easy to do and the resulting habits...

More funding for robo-advisers doesn't quell skeptics

January 5, 2018

Wealthfront closed yet another round of funding Thursday. Along with news reports touting the firm's $75 million capital inflow to help it develop new products for its growing client base, it inspired yet another round of skepticism from the...

NextCapital gets $30 million more in funding for its digital advice platforms

January 4, 2018

NextCapital, a technology vendor that builds customized digital advice platforms for large financial institutions, announced Thursday morning the completion of a $30 million round of Series C funding. The company currently offers what it calls...

Wealthfront secures $75 million in new funding

January 4, 2018

Wealthfront Inc., one of the largest independent digital wealth management startups, just closed a $75 million round of funding to help develop new products for its growing client base. The company has amassed just over $9 billion in assets...

Wall Street aims to protect 401(k)s from hacking nightmare

January 4, 2018

U.S. financial firms plan to expand a secretive project protecting bank accounts against crippling cyberattacks so that it will also guard trillions of dollars in investment funds. The industry-led project, called Sheltered Harbor, already is...

Alt investments on the rise among RIAs

January 2, 2018

Based on the success of the RIA industry, the trend of breakaway advisers interested in exploring the independent channel continues to gain momentum. Slowly but surely, the notion that independence cannot support complex, sophisticated advisers...

AdvisorEngine acquires Junxure CRM

January 2, 2018

AdvisorEngine, the provider of white-label digital advice technology for advisers, is kicking off 2018 with the acquisition of Junxure, a client relationship management (CRM) software for the wealth management industry. Junxure supports 12,000...

Citigroup must pay $11.5 million over garbled stock ratings

December 28, 2017

The Financial Industry Regulatory Authority fined and sanctioned Citigroup Global Markets $11.5 million on Thursday for displaying inaccurate research ratings for more than 1,800 public companies from 2011 to 2015 and for related supervisory...

Avoid these bond-buying pitfalls

December 22, 2017

Nearly every day, I see municipal bonds trading on various platforms at higher prices than I've been watching them trade elsewhere. And what bothers me most is that I know that behind those trades are real people for whom the stakes of making...

Digital marketplaces aim to ease RIA access to alternative investments

December 22, 2017

Advisers are expected to increase their use of alternative investments in 2018, and technology vendors are eager to meet the demand. Companies like iCapital Network and CAIS are providing digital marketplaces to help providers get products like...

Two more bitcoin ETFs test luck with SEC

December 20, 2017

Another two bitcoin ETFs are gunning to win the approval of a regulator that's so far been skeptical of derivatives based on digital currency. Cboe Global Markets Inc. asked the U.S. Securities and Exchange Commission for permission to list...

RIA sellers need their own Zillow

December 20, 2017

As the financial advisory space ramps up for another year of anticipated record merger and acquisition activity, it is worth pondering whether advisory firms could benefit from a Zillow-like model for valuing the firms making up the fragmented...

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