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Orion beefs up tech shelf with new BeFi tool
Fintech unveils new tools focused on behavioral finance, estate planning and client trading oversight.
Tifin taps ex-BlackRock exec to lead advisor AI platform
Fintech firm names industry veteran to CEO role as conversational AI for investments comes into focus.
Morgan Stanley’s Jeff McMillan named firm’s AI head
Financial services giant seeks to bolster its tech leadership with newly created artificial intelligence role.
Digital maturity gap in financial services has grown wider
Firms that are leaders in technology transformation are breaking away from the pack on generative AI and skills development, Broadridge survey shows.
FusionIQ appoints former Fidelity leader as senior strategic advisor
Industry veteran will engage with wealth managers and help enhance platform.
Nine-tenths of advisors feel underserved on tech
Orion survey finds just over half of advisors will invest more in client-facing technology, while three-tenths are looking at AI and machine learning.
Diversify enhances in-house platform amid growing advisor adoption
Firm says it can do better than the 'limitations' of other investment platforms.
Independent Financial Group deepens tech ties with Envestnet
The broker-dealer is ramping up support for its advisor affiliates with new lending, planning, and investment integrations.
Fintech Flourish expands fee-based annuity shelf
The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.
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.
