Most advisors are avoiding recommending cryptocurrencies to their clients, a CoreData Research survey found.
The Los Angeles-based custodian's latest funding round was led by Insight Partners and Adam Street Partners.
The move boosts data processing speed and establishes a modern infrastructure to build out the firm's vision for an all-in-one technology suite.
Instead of using a product that was already on the market, Savvy built its direct indexing software in-house.
Portrait Analytics believes its AI will eventually be able to do everything a junior investment analyst can do.
A multistate investigation of the problems in 2020 cited Robinhood for technology failures as well as lack of diligence in approving options trading.
Cash management fintech Flourish can now pull client data directly from Redtail's CRM system to prefill application forms, while Morningstar will integrate Asset-Map client engagement technologies.
Modern Life is adding long-term care and hybrid long-term care products to its menu of insurance for financial advisors.
Elements provides a mobile Scorecard app that evaluates a prospect’s financial data and provides an evaluation score across 12 measurements.
An expansive network of platforms and services has evolved that's designed to support breakaway brokers.
It's doubtful many advisors are doing the same due diligence into who produces conference apps and what safeguards are in place that they do with other pieces of their tech stack.
The investment manager said Retiree’s software will bolster its existing capabilities to create a more comprehensive suite of retirement income solutions.
According to the latest report from Schwab Advisor Services, RIAs need to jump on the growth train in order to keep pace.
For financial advisors, artificial intelligence can lead to deeper insights as AI models parse massive data sets, seeking meaningful patterns and signals amid millions of data points.
The Absolute Engagement Engine captures real-time input from prospects and clients as they interact with a wealth management firm.
The agency's document requests seek details on how firms monitor, review and retain 'off-channel' communications — all the way up to the senior executive level.
The First Ascent Asset Management TAMP will operate as a separately branded subsidiary of GeoWealth.
This month's highlights include Conquest's fundraising to prepare for its expansion into the US, Asset-Map's $6 million in Series B funding, and Wells Fargo's debut of app-based tool LifeSync.
The Toronto-based firm's new offering uses ESG data from MSCI to provide ratings, scores and various metrics for funds, portfolios and individual stocks.
The new service combines tax data and cost-basis reporting into a single offering for banks, broker-dealers and custodians.
