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BlackRock executive joins investment technology firm SimCorp
New hire will lead the firm's operations in the Americas.
Apex declares liftoff for new ACATS protocol
Fintech hails landmark transaction’s potential to create ‘more efficient, flexible account transfer services’ as key deadline looms.
iCapital strikes private-credit partnership with Bain
Fintech platform for alts is teaming up with global credit manager to extend its reach among advisors and high-net-worth investors.
Baird simplifies alts platform with new CAIS partnership
The firms are deepening their longtime tech collaboration to create a unified alternative investments solution for Baird's more than 1,300 advisors.
Stride’s portable benefits push expands to Utah
Through key state legislation, the fintech firm has secured strong support for its pioneering benefits program.
Tech tie-up aims to streamline wealth management data challenges
Surge Ventures is launching a new industry-focused data integration platform.
Digital investment platform Linqto to list on Nasdaq via SPAC
The transaction values the firm at $700 million and will drive growth.
‘The best is yet to come’ for AI
Broadridge survey finds 75 percent of firms are confident about their tech offerings.
Pontera gains DC street cred with veteran hires
The fintech is raising its profile in the 401(k) space with three veteran hires who boast a collective track record of nearly 70 years.
Online brokerage Firstrade opens floodgates to fractional shares
Digital investment platform’s new service unlocks low-cost fractional trading on thousands of individual stocks and ETFs.
LeafHouse, ARS bring managed accounts to retirement plans
Tech tie-up taps 401(k) target-date funds from State Street to create personalized lifetime income for workplace plan participants.
Pontera extends 401(k) platform with Ameritas alliance
The fintech will provide access to its workplace retirement account platform for advisors at the firm.
AlphaTrAI hires fintech innovator as its new president
The firm continues to elevate its capabilities in AI-driven business solutions.
Online brokerages at a crossroads, J.D. Power says
With customer satisfaction stalled and trust levels flat, DIY trading firms must show 'clear, quantifiable value' with personalized guidance, research shows.
Stride goes further for gig workers with portable benefits program
The fintech’s new savings program for independent workers is being launched in partnership with DoorDash, with a pilot in Pennsylvania.
SEI rolls out upgrades to managed accounts program
The investment platform provider adds more SMA and UMA options, reduces costs, and boosts tax optimization tech for advisors.
Luma forges annuity management alliance with Pershing
The partnership will unlock educational resources, analytics, and tools to help advisors manage annuity sales on Pershing’s platform.
Elements woos more fee-only advisors with XYPN tie-up
Partnership expands access to financial planning tech and in-depth practice management training for over 1,800 independent planners.
iCapital eyes alts domination with Mirador acquisition
The deal for the data aggregation and reporting leader will create an end-to-end solution for HNW advisors and wealth firms.
SEC tightens rules on robo-advisor registration
The rule revamp fills a gap in an early-2000s exemption that let investment advisors use websites as ‘props,’ says SEC Chair Gary Gensler.
