This AI product doesn't want to take your job, and it might make it easier.
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches.
Tifin @Work is an advice platform powered by AI that plan sponsors can provide to their employees.
With lots of new and existing regulations to deal with, as well as the challenges posed by AI, it's shaping up to be a strenuous year for compliance executives.
CEO Aaron Schumm talks about the long game in the state-plan market and mentions that Vestwell is exploring lifetime income.
Partnership saves advisors time as there is no need to manually enter client data, says FP Alpha.
Envestnet reveals what it believes will shape the industry in the coming year.
Fintech says its solution provides greater scrutiny of ESG claims.
The data aggregation firm was purchased by Envestnet in 2015 for about $590 million.
The AI-powered tool is helping advisors save time by assessing potential leads.
Advisor says TAMPs are like ‘a spectrum with dozens of capabilities’ at final RIA Lab event for 2023.
LPs are using the technology more and also keen to invest in AI firms.
Wealthtech trends have a big impact on the overall wealth management industry — and how wealth managers serve and engage with clients.
The aim is to make critical workflows simpler and streamlined.
'You don’t need to reinvent the wheel here. You’ve got the building blocks to address [AI and predictive data analytics] concerns,' says a member of the advisory committee.
Latest funding round for fintech platform allowing advisors to manage clients’ held-away assets is led by Iconiq.
'Who were the accountants? Lending securities can be lucrative,' a compliance executive says.
'We all have too much to lose in reputation,' warns one CEO. 'It’s not worth it.'
Advisors, employers and DAFs can make everyone a philanthropist.
The firm's platform offers around 2,000 customized products from some 150 asset managers, tapping into rising demand for bespoke portfolios.
