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Pontera unveils 401(k) mega-partnership with Stifel
The collaboration will let over 2,400 advisors manage retirement plan assets for more than 200,000 clients across the wealth giant’s enterprise.
Flourish forges integration partnership with RightCapital
Fintech partnership aims to enhance advisors’ financial planning with a broader-picture view of clients’ finances.
Envestnet and Salesforce team up against financial planning data gap
The new integration aims to give advisors fuller visibility over clients’ wealth journeys with unified financial and behavioral data.
Caution remains the watchword when it comes to AI
The appeal of time-saving tools are obvious but there remains confusion around implementing a cohesive AI strategy, says advisor.
Blackstone set to make debut on CAIS alts platform
Partnership will give more independent advisors and firms access to Blackstone strategies that have been curated and vetted by Mercer.
MassMutual and iCapital unveil expanded alts platform
The firms have teamed up to build a centralized tech platform for advisors to access alternatives, structured notes, and annuities.
Fintech startup Archive Intel secures $1M seed funding
The wealth tech provider is broadening its communications archiving and compliance footprint and boosting its AI capabilities.
AdvicePay eyes next growth chapter with new president
The fintech platform catering to fee-for-service financial planners has elevated a key team member to its executive leadership.
Ategenos reveals “next-generation TAMP” for wealth firms
The firm founded by ex-Brinker Capital execs has unveiled an integrated platform that can meet the needs of RIAs, family offices, and institutions.
Future Capital forges 401(k) partnership
The tech-enabled RIA is helping a privately owned broker-dealer arm its advisor network with a new solution for managing held-away retirement assets.
Advisor360 strikes new wealth tech partnership
The fintech provider is helping a national independent broker dealer and RIA drive its next phase of growth with a host of advisor tools.
Tech firm takes generative AI to the RIA space
First-of-its-kind RIA GPT promises to boost advisors’ productivity and enhance client outcomes, while still complying with SEC rules.
iCapital unveils model portfolios for alts-focused advisors
The leading alternative investments provider is rolling out a suite of asset-allocation strategies across private equity, private credit, and real assets.
Robinhood’s crypto business under fire after SEC warning
The stock trading platform is facing an enforcement action as the federal regulator continues to crack down on digital assets.
Betterment bolsters advisor offering with enhanced XYPN partnership
The wealth tech provider is giving fee-only advisors access to more resources and lowering barriers for those just getting started.
FusionIQ launches platform for breakaway advisors
From portfolio management to compliance and client onboarding, the new offering takes direct aim at common headaches for independent practices.
Wealthtech startup Altruist ascends to $1.5B valuation
The LA-based fintech challenging goliaths Schwab and Fidelity secures new fundraising after its revenue quintupled in 2023.
Alti Global taps tech VC vet for new private-market strategy
The multibillion-dollar alts platform’s new fund offers exposure to high-potential private tech companies across the US, Europe and Asia.
Tech-focused wealth firms win on multiple counts, says Fidelity
Survey of more than 400 advisors reveals impact of technology on client growth, AUM expansion, and service delivery.
MyVest announces tax-aware portfolio transition upgrades
The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
