The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
Survey research finds heavy users tend to grow faster as advisors report greater operational efficiency and productivity in serving clients.
The digital estate planning platform is set to triple its reach as it rolls out across LPL’s network of more than 22,000 advisors.
The private equity firm unveiled plans to take the TAMP provider private, valuing the company at $2.7B.
The platform's document builder module now allows clients to connect directly with legal eagles and obtain vital powers of attorney.
The leading AI and wealth technology provider has announced Jeannette Kuda as its new chief operating officer.
The leading alternative investments provider is helping Captrust, the $800B wealth juggernaut, provide a better experience for advisors.
The former head of MassMutual US is stepping in as the fintech platform provider plans next chapter.
The banking behemoth is transferring its automated investing business to Betterment as it refocuses on its Wall Street operations.
The firm aims to make processes easier for advisors and investment managers.
New offering provides advisors with tools to help them acquire new business and expand their relationships with clients.
RIA unveils partnerships with leading tech and alts providers to arm advisors with a range of alternative investment options.
Wealth management technology company has reportedly hired Morgan Stanley as advisor.
Serial fintech entrepreneur Larry Shumbres leads the veteran leadership team launching an AI-powered compliance solution.
Amid concerns on health care costs and retirement savings, report questions status quo approach of offering more education and benefits.
The AI-driven fintech has hired LPL’s former head of wealth management solutions to lead revenue growth and build key partnerships.
New hire will lead the firm's operations in the Americas.
Fintech hails landmark transaction’s potential to create ‘more efficient, flexible account transfer services’ as key deadline looms.
Fintech platform for alts is teaming up with global credit manager to extend its reach among advisors and high-net-worth investors.
The firms are deepening their longtime tech collaboration to create a unified alternative investments solution for Baird's more than 1,300 advisors.
