The two-decade veteran, whose career also includes a stint at Merill Lynch, will help shape strategy for the Google engineer-founded fintech.
DIY investment giant's earnings surge as TradePMR acquisition plan rolls along, putting it on strong footing for future expansion.
The $38 billion national RIA's latest fintech partnership joins a broader trend of platforms helping firms and advisors pursue organic growth with artificial intelligence.
The top estate planning platform's veteran hire will lead its legal team's efforts to develop estate planning, tax analysis, and wealth transfer solutions for ultra-high-net-worth clients.
Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients better.
Collaboration boosts capabilities for client account management.
Orion surveys reveal how advisors' tech investments could be a make-or-break factor for retaining millennial clients.
The wealth tech platform providers are looking to reach more advisors and firms with key leadership additions to their respective leadership teams.
Collaboration comes as the alternatives-focused tech provider rolls out other enhancements to its leading portfolio construction tool.
The firm founded by serial fintech entrepreneurs aims to capitalize on its rise to leadership with continued innovation and expanded capacity to meet demand.
The collaboration, billed as an industry first, will streamlines advisors' ability to manage 401(k)s, 403(b)s, and other held-away retirement accounts.
A new AI competitor is making waves on Wall Street, but Street strategists say it won't kill the long term bull market.
The wealth tech giant is rolling out access to the industry-leading cloud data platform for advisors at select firms in the second quarter.
The estate planning-focused platforms are reinforcing their leadership with an executive hire and a new AI-powered capability.
The broker-dealer giant aims to help advisors engage both their clients and prospects further with its latest enhancements.
The wealth tech giant's new chief executive brings nearly two decades of experience, most recently at the helm of a privately held software firm.
Envestnet data reveal shared focus on product underperformance and tax optimization, with differing priorities on fees.
The alts platform giant plans to help smooth onboarding and compliance for wealth advisors with a new digital identity solution.
With small 401(k)s launching at a fast rate across the country, the company sees a lot of business potential, particularly through financial advisors.
As cautious optimism builds around generative AI, the industry must take a more strategic approach to adoption, the head of client and advisor digital enablement at Broadridge said.
