The multicustodial open architecture platform promises to connect the various applications advisors use to service clients.
BondGPT, which uses OpenAI technology to help power its bond analytics, will help traders find more liquid bonds at a better price.
Both CellTrust and ionLake provide compliant text messaging and archiving for advisors. CellTrust accused ionLake of violating its patents, but the jury disagreed.
Kristie Edling-Day will oversee digital experience for advisors, while Nitesah Ambastha will lead technology for investors.
Banks' interest is growing in the evolving technology of artificial intelligence and its likely impact on their business.
Protecting investors from fraudulent, misleading or otherwise problematic electronic communications seems to be of the utmost importance to regulators.
The acquisition is the latest in a string of deals for UK-based Smart, including its purchase last year of Stadion Money Management.
Fidelity's alts platform, which launched in 2013, has seen assets grow by 70% since 2020.
As interest in artificial intelligence grows, it's worth looking under the hood of sector ETFs.
Richard Lumb says that while InvestCloud is growing, a different set of skills are needed to take it to the next level.
Social Security and account numbers were compromised in a phishing attack, but accounts were not accessed, according to the firm.
The breach involved 'a systems intrusion' at R.R. Donnelley, a third-party vendor that Advisor Group uses for some of its client mailings.
'ESG funds are not the next great innovation,’ Tim Buckley said at an Investment Company Institute conference. 'They’re a client preference, and we need to treat it as such.'
The new product, called Good Advice, requires a $15,000 minimum investment and will charge a maximum fee of 50 basis points.
This month's highlights include Betterment's $9 million settlement with SEC and whether it points to more SEC scrutiny of RIAs' tax-loss harvesting promises, as well as Altruit's latest fundraising round and GeoWealth's acquisition of First Ascent.
Just 59% of households surveyed indicate they're confident about the stability of the banking system, creating a tailwind for fintechs that help advisors offer cash management.
Clarke informed the company's board of directors that he plans to step down at the end of the year.
Fidelity Go, Wealthfront and Ellevest had the best showings, relative to a benchmark, over the one-year trailing period ended March 31, according to Condor Capital Wealth Management's latest 'Robo Report.'
Pontera’s alliance with the Atlanta-based wealth manager is the latest in a string of deals designed to give financial advisors the ability to manage client assets in held-away accounts.
Few companies have goals in place that would reduce their greenhouse gas emissions in line with Paris goals, according to MSCI.
