The transaction significantly expands the firm's reach and capabilities.
Use of digital tools and a longer investment horizon are clear advantages.
The fintech pioneer's latest venture, launched with Scott Hanson, Ric Edelman, and other industry luminaries, looks to succeed where he sees AI notetakers failing.
Altruist founder and CEO Jason Wenk shares insights on the custodial platform's refresh, how it's striking a chord among entrepreneurial advisors, and what's ahead after its latest $152 million funding round.
The digital investment platform's announcement of a confidential submission to the SEC comes amid a broader trend of consumer fintech firms going to market.
The Canadian startup's latest funding round, raising $60 million from the banks and other investors, is set to fuel its continued expansion into the US.
Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.
The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its advisor and wealth firm users more ways to diversify.
As industry edges closer to the technology, an expert explains the options.
Orion's latest update, a partnership with 11th.com, focuses on an underserved area of compliance for advisors and wealth firms.
The seasoned IT leader arrives as the credentialing body for CFP professionals considers AI's implications for the future of financial planning.
The top-rated advisor CRM provider is poised to broaden its footprint across the RIA and enterprise BD space with fresh funding for new AI features, expanded integrations, and deeper enterprise capabilities.
Fintech founder and CEO unpacks how TAMPS and other legacy systems have hampered advisors' value, and how AI can spark more human client conversations about their investments.
With Main Street investors now able to trade as fast as some qualitative hedge funds, seismic changes could be ahead for the larger equity market.
The two leading wealth tech providers are boosting their support for growth-focused advisors with new integrated features and AI-powered tools.
New data from F2 Strategy shows 95% of RIAs are using AI - four times the adoption rate of banks. Trust companies account for 90% of firms not using AI, raising alarms about their ability to stay competitive.
The wealth tech giant is offering advisors a natural, intuitive way to use AI through its new business intelligence and insights engine features.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
The big three custodian is unveiling new reporting features, UMA functionalities, and a new advisor growth network, along with other updates at its flagship conference.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work announces an expanded partnership.
