Partnership expands access to financial planning tech and in-depth practice management training for over 1,800 independent planners.
The deal for the data aggregation and reporting leader will create an end-to-end solution for HNW advisors and wealth firms.
The rule revamp fills a gap in an early-2000s exemption that let investment advisors use websites as ‘props,’ says SEC Chair Gary Gensler.
The new platform brings together various investments including digital assets, special purpose vehicles, and ETFs.
The new alliance allows more advisors using financial planning software to leverage AI by removing a key friction point.
Joint research by F2 Strategy and Dynasty Financial explores trade-offs between in-house, all-in-one solutions, or custodial-dependent models
New report from Mercer Investments reveals consensus on “core technologies,” as well as investment opportunities and risks.
Workplace fintech and fiduciary retirement plan provider team up to help more plan sponsors and participants with student loan matching solutions.
The latest upgrade to platform gives an integrated view of clients’ financial picture, including held-away assets.
The wealth tech provider is revamping its RIA custody offering for advisors by adding thousands of mutual funds.
The firm is working with Vestmark to help shape the industry's future.
Deal expanding access to tech solution comes as the independent wealth network eyes a new chapter of growth.
The fintech provider has added features to support Social Security income planning, Roth conversions, and life insurance planning.
Partnership promises 'future of financial advice’ with digital assistant that helps to deepen advisors’ understanding of clients.
As alternative investments grow in popularity, firms and advisors will need tech that enables them to provide better service to clients exposed to such assets.
In a first for the industry, the platform offers advisors the ability to manage annuity purchases from multiple carriers in real time.
Wealth management firm adds custom SMA platform to its shelf of proprietary portfolio products for high-net-worth and ultra-high-net-worth clients.
Fintech unveils new tools focused on behavioral finance, estate planning and client trading oversight.
Fintech firm names industry veteran to CEO role as conversational AI for investments comes into focus.
Financial services giant seeks to bolster its tech leadership with newly created artificial intelligence role.
