How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
Leading estate-planning tech provider Vanilla has also unveiled key AI upgrades to help its advisor users.
Canadian-owned RIA firm to unify investment operations using Vestmark's trading and portfolio management system amid ongoing national expansion.
The leadership changes are happening just as the firm forges a strategic partnership with AI notetaking leader Jump.
The $21 billion RIA is adding financial safety tools to help advisors support aging clients and strengthen cross-generational ties.
The investment research firm's new medalist methodology aims to help bring transparency to increasingly complex product offerings.
The broker-dealer giant is adding best-in-class software to its tech stack amid increased demand for sophisticated planning solutions.
The two alts tech platforms are forging new alliances to support evolving portfolio construction and due diligence in private markets.
The deal aims to help advisors streamline their compensation processes while expanding AdvicePay’s reach across the full revenue cycle.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
After more than doubling its market share, the challenger RIA custodian is looking to deepen its reach in the enterprise advisor tech scene.
The estate planning tech provider will be providing 700 advisors access to the aggressively growth-focused RIA giant's platform.
New in-house capability aims to empower advisors and associates with natural search to access vast data pool.
The RIA custody giant is investing in the estate planning tech firm's growth, with near-term plans to make the tool available to its retail clients.
Advisor users who are also on the eMoney platform stand to benefit from the newly announced link-ups.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
From stress tests to portfolio rebalancing and tax optimization, tech-supported advisors are helping clients keep calm and carry on through gloomy markets.
Quarterly survey report of finds nearly nine-tenths have alternative asset allocations in client portfolios, but just half use tools to manage those investments.
Flourish is unlocking more organic growth opportunities for Carson, while Tifin AG announces a tie-up with an LA-headquartered independent.
