'We're hearing more horror stories' about clients becoming targets after a data breach, one attorney says.
The fintech's first DLT-enabled fund, launched jointly with UBS, will be the first proof point of its efficiency-boosting technology.
Executives at the online brokerage giant unveiled plans to roll out a platform that includes private credit, PE, VC, and long-short funds.
Landmark study of more than 40 million investors shows shifts in self-directed investing, with balance of power tipping away from mutual funds.
The lifetime income research provider’s collaboration brings a new tech platform to empower advisors using annuities.
The independent wealth firm is rolling out a custom platform for advisors to offer and conduct due diligence on alternative investments.
The growth-focused RIA is advancing its digital strategy for advisors, including plans for AI and enhancing its TAMP and fee-for-planning platforms.
The investment advisory firm’s new fintech partnership marks the first phase of its broader comprehensive strategy.
The collaboration will let over 2,400 advisors manage retirement plan assets for more than 200,000 clients across the wealth giant’s enterprise.
Fintech partnership aims to enhance advisors’ financial planning with a broader-picture view of clients’ finances.
The new integration aims to give advisors fuller visibility over clients’ wealth journeys with unified financial and behavioral data.
The appeal of time-saving tools are obvious but there remains confusion around implementing a cohesive AI strategy, says advisor.
Partnership will give more independent advisors and firms access to Blackstone strategies that have been curated and vetted by Mercer.
The firms have teamed up to build a centralized tech platform for advisors to access alternatives, structured notes, and annuities.
The wealth tech provider is broadening its communications archiving and compliance footprint and boosting its AI capabilities.
The fintech platform catering to fee-for-service financial planners has elevated a key team member to its executive leadership.
The firm founded by ex-Brinker Capital execs has unveiled an integrated platform that can meet the needs of RIAs, family offices, and institutions.
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.
The fintech provider is helping a national independent broker dealer and RIA drive its next phase of growth with a host of advisor tools.
First-of-its-kind RIA GPT promises to boost advisors’ productivity and enhance client outcomes, while still complying with SEC rules.
