Fintech

Displaying 4794 results
Opto and Conway team up for private-market partnership
FINTECH AUG 15, 2024
Opto and Conway team up for private-market partnership

The two TAMPs are collaborating to give RIAs customized and easier access to private equity, venture capital, real estate, and private credit.

By Leo Almazora
Snappy Kraken expands ambitions to bigger RIA businesses
FINTECH AUG 14, 2024
Snappy Kraken expands ambitions to bigger RIA businesses

Wealth tech provider unveils mid- to enterprise-level marketing platform, taps Altruist and Schwab vets to support larger RIAs and BDs.

By Leo Almazora
Advyzon and Innovayte unveil next-generation investment platform
FINTECH AUG 13, 2024
Advyzon and Innovayte unveil next-generation investment platform

The fintech firms’ new platform aims to help RIAs address UNW clients’ needs with advanced portfolio rebalancing, SMA capabilities, and more.

By Leo Almazora
AssetMark woos cash-focused advisors with expanded solutions suite
FINTECH AUG 12, 2024
AssetMark woos cash-focused advisors with expanded solutions suite

The fintech platform has added new products to help advisors dig deeper into an estimated $8B planning opportunity.

By Leo Almazora
Trust & Will adds flexibility for advisors with streamlined pricing
FINTECH AUG 12, 2024
Trust & Will adds flexibility for advisors with streamlined pricing

The estate planning tech platform is differentiating itself with new subscription options for its services.

By Leo Almazora
SMArtX beefs up its menu of models
FINTECH AUG 12, 2024
SMArtX beefs up its menu of models

The Florida-based fintech has added new asset managers and strategies, including just over a dozen SMAs from Invesco, to its platform.

By Leo Almazora
Bondurant partners with Nebo Wealth to enhance client experiences
FINTECH AUG 08, 2024
Bondurant partners with Nebo Wealth to enhance client experiences

The firm founded by a veteran long-short strategist is putting mean reversion at the center of its portfolio management.

By Leo Almazora
Robinhood has answered SEC's crypto warning
ALTERNATIVES AUG 08, 2024
Robinhood has answered SEC's crypto warning

The retail fintech's CEO says it has filed a "high-quality" response to the regulator's query as it beat earnings expectations.

By Bloomberg
Private Advisor Group teams up with succession tech platform
RIA NEWS AUG 08, 2024
Private Advisor Group teams up with succession tech platform

The $31.5B RIA and New Jersey-based branch office is helping its advisor community navigate the journey of continuity and succession planning.

By Leo Almazora
YieldStreet founder Milind Mehere takes a seat at Advisor360
FINTECH AUG 06, 2024
YieldStreet founder Milind Mehere takes a seat at Advisor360

The serial technopreneur is joining as the newest member of the enterprise wealth tech firm’s board of directors.

By Leo Almazora
Investors frustrated as failures plague brokerage platforms
FINTECH AUG 05, 2024
Investors frustrated as failures plague brokerage platforms

Schwab and Fidelity users vent on social media as thousands report issues with accessing their accounts.

By Leo Almazora
AI will only elevate the human touch, says Orion CEO
FINTECH AUG 02, 2024
AI will only elevate the human touch, says Orion CEO

Natalie Wolfsen talks advisor input, AI, and the arrival of Gen Z.

By Chris Davis
eMoney revamps advisor UX with Decision Center updates
FINTECH AUG 02, 2024
eMoney revamps advisor UX with Decision Center updates

Fidelity's financial planning fintech has rolled out a slew of updates to empower greater collaboration between advisors and their clients.

By Leo Almazora
PreciseFP and Holistiplan link up to smooth advisors’ tax-data trifles
FINTECH AUG 01, 2024
PreciseFP and Holistiplan link up to smooth advisors’ tax-data trifles

The new fintech integration aims to streamline the data collection process for tax planning-focused advisors.

By Leo Almazora
RISR and Journey Strategic Wealth arm advisors to business owners
FINTECH JUL 30, 2024
RISR and Journey Strategic Wealth arm advisors to business owners

The wealth tech firm’s latest strategic collaboration will help advisors bridge an industry-wide gap for entrepreneurial clients.

By Leo Almazora
intelliflo revs up its redblack trading solution
FINTECH JUL 30, 2024
intelliflo revs up its redblack trading solution

The wealth tech firm says its new institutional-caliber compliance engine will help users save time on a traditionally tedious task.

By Leo Almazora
Roughly two-fifths of US adults are using AI for their finances
FINTECH JUL 29, 2024
Roughly two-fifths of US adults are using AI for their finances

New survey reveals a growing reliance on artificial intelligence, with Gen Z Americans leading the way.

By Leo Almazora
Vanilla boosts advisor support with education platform reboot
FINTECH JUL 29, 2024
Vanilla boosts advisor support with education platform reboot

The fintech firm is doubling down on its mission to raise estate planning awareness with the relaunch of its learning program.

By Leo Almazora
Why DeFi Matters: An Insider's Insight into Decentralized Finance
FINTECH JUL 25, 2024
Why DeFi Matters: An Insider's Insight into Decentralized Finance

Ian Horne, in his book Why DeFi Matters, draws from a wealth of experience and offers a critical, unbiased perspective providing an in-depth look into the complexities and potential of DeFi.

By Bryony Garlick
Genstar Capital becomes majority investor in Docupace
FINTECH JUL 24, 2024
Genstar Capital becomes majority investor in Docupace

Investment boosts growth and innovation potential for wealth management software firm.

By Jonalyn Cueto