AdvisorTech

Displaying 8 results
Schwab takes a minority stake in Wealth.com to scale estate planning for its mass-affluent retail clients
ADVISORTECH JUN 17, 2025
Schwab takes a minority stake in Wealth.com to scale estate planning for its mass-affluent retail clients

Michael Kitces and Ben Henry-Moreland write that Schwab's intention appears to be to give retail clients the ability to create their own self-directed estate documents, powered by Wealth.com's technology.

Getting your head around AI when compliance is a big concern
FINTECH JUN 17, 2025
Getting your head around AI when compliance is a big concern

As industry edges closer to the technology, an expert explains the options.

By Steve Randall
Altruist raises (another) $152M to compete with 'Big Two' RIA custodians
ADVISORTECH JUN 12, 2025
Altruist raises (another) $152M to compete with 'Big Two' RIA custodians

Michael Kitces and Ben Henry-Moreland write that Altruist's growth has been driven heavily by its ability to attract newer RIA firms, a space where it has been highly competitive and benefitted by the fact that many of its competitors have asset minimums for firms to join.

Tech providers are starting to push agentic AI, but do we really just need better UX and automation?
ADVISORTECH JUN 12, 2025
Tech providers are starting to push agentic AI, but do we really just need better UX and automation?

Michael Kitces and Ben Henry-Moreland write that there are two ways agentic AI could theoretically be employed. Unfortunately, neither of them really seem to make sense for advisors and their businesses.

Docupace acquires Hubly to drive advisor CRM workflow solutions
ADVISORTECH MAY 27, 2025
Docupace acquires Hubly to drive advisor CRM workflow solutions

Advisor firms have grown in size and complexity, but CRM platforms have failed to keep up with the demands, leaving opportunities open for tech firms to serve RIAs.

TaxStatus's IRS-integrated tool seeks to disrupt tax planning market
ADVISORTECH MAY 20, 2025
TaxStatus's IRS-integrated tool seeks to disrupt tax planning market

TeaserGathering and analyzing client tax information remains a challenge to advisors, but current tools are capable of looking backwards as well as forwards in time.

New Wealthbox offering sounds alarm bells for competitors
OPINION MAY 14, 2025
New Wealthbox offering sounds alarm bells for competitors

Advisors have had to choose between generic and advisor-specific AI tools, but with only a 20% market saturation, there is room for Wealthbox and others to shift the competitive landscape.

Morningstar Office shutdown a stark reminder
OPINION APR 15, 2025
Morningstar Office shutdown a stark reminder

Affected advisors must now decide whether to move to Black Diamond, highlighting the arduous nature of changing portfolio management software.