Tifin laid off 10% of its workforce this month in response to the market environment, and it isn't alone.
The deal for Adhesion expands AssetMark’s ability to serve the RIA market.
Charles Schwab Corp. has agreed to pay $187 million to settle charges from the Securities and Exchange Commission that the discount brokerage did not disclose how its robo-adviser used large cash holdings in client portfolios to generate revenue.
This month’s #AdviserTech roundup looks at Tifin’s latest founding round, Snappy Kraken’s acquisition of Advisor Websites and Lumiant’s new solution for engaging the less-engaged spouse.
A roundup of the rest of the week's fintech headlines.
A Northern California District Court judge dismissed a class-action lawsuit alleging Charles Schwab’s Intelligent Portfolios violated its fiduciary duty by over-investing clients in cash.
As the industry waits for the Securities and Exchange Commission’s final rules on cybersecurity, RIAs can take steps now to better safeguard themselves and their clients.
The crypto offering, still in its early development, could be available late this year or early next.
The tech giant is restructuring itself into three segments: Envestnet Solutions; Envestnet Data and Analytics; and Envestnet WealthTech.
The blockchain infrastructure company is launching a business aimed at introducing cryptocurrency across a broker-dealer's workforce of financial advisers.
The effort is designed to address the growing prevalence of account takeover fraud.
Catch up on the highlights from this week in fintech news.
Australian fintech Lumiant provides a digital client portal and engagement technology for advisers, and RIA Savant will be its first US customer.
The company said the deal underscores its ongoing commitment to the retirement plan industry and to investing in technologies that enhance its 'financial wellness ecosystem.'
The independent broker-dealer says the cybersecurity system from cleverDome offers more control than a virtual private network.
For some additional reading material in between cookouts and baseball games this weekend, here are the rest of the week’s adviser fintech headlines.
Vise, a startup that provides advisers with custom indexing and automated portfolio management, is looking to boost growth by partnering with a new RIA aggregator.
Technology has become a deciding factor in today’s M&A, so if you're preparing a firm for acquisition, it’s clear that tech is where you want to make that strategic investment.
Winterberg will serve as vice president of financial planning growth at AdvicePay, the fee-payment-process technology created by XY Planning co-founders Michael Kitces and Alan Moore.
A new study analyzing social media posts from across the financial services industry found that while posts about a firm's or adviser's stance on issues are the most engaging, they account for only 1% of total posts.
