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How can RIAs use technology to become more efficient?
Upcoming RIA conference will address how advisors can build and leverage the appropriate tech stack and use AI to better their practice.
SEI launches multicustody capability for US wealth platform
The latest upgrade to platform gives an integrated view of clients’ financial picture, including held-away assets.
Betterment adds mutual funds for custom portfolio builders
The wealth tech provider is revamping its RIA custody offering for advisors by adding thousands of mutual funds.
Pensionmark announces strategic partnership to build new wealth management platform
The firm is working with Vestmark to help shape the industry's future.
Flourish tightens ties with Focus under new tech partnership
Deal expanding access to tech solution comes as the independent wealth network eyes a new chapter of growth.
Voyant sweetens its wealth tech suite with new tools
The fintech provider has added features to support Social Security income planning, Roth conversions, and life insurance planning.
Behavioral finance meets AI with launch of new fintech platform
Partnership promises 'future of financial advice’ with digital assistant that helps to deepen advisors’ understanding of clients.
Firms and advisors need an alt-friendly tech solution
As alternative investments grow in popularity, firms and advisors will need tech that enables them to provide better service to clients exposed to such assets.
Fintech iPipeline unveils annuity order tracker
In a first for the industry, the platform offers advisors the ability to manage annuity purchases from multiple carriers in real time.
Neuberger Berman inks direct indexing deal with Key Wealth
Wealth management firm adds custom SMA platform to its shelf of proprietary portfolio products for high-net-worth and ultra-high-net-worth clients.
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.