The integrations with Flourish Crypto and Gemini Bitria pull custodial data on cryptocurrencies into the RIA technology platform.
The use of robo-advisers fell from 27.7% of US investors in 2021 to 20.9% this year, according to research from Parameter Insights.
The firm is positioning Merrill Advisor Match as a modern solution for investors who are looking for financial advice.
Morgan Stanley will stop making the robo, Access Investing, available to new clients in December.
The securities watchdog said she broke US rules by not disclosing she was paid for the promotion.
I-Bonds Bucket allows users to invest in the securities while bypassing the glitchy TreasuryDirect.gov website.
Only 21% of Americans feel comfortable investing in cryptocurrencies, down from 35% in 2021.
Chicago-based TAMP also launches investment consulting service for advisers who want to completely outsource portfolio and UMA construction while retaining their brand.
In court documents, the SEC described at least a few senior managers at each firm who engaged in rampant texting with colleagues and clients.
The penalties levied against firms including Citigroup, Bank of America and Goldman Sachs constitute the largest-ever penalties against US banks for record-keeping lapses.
The fund requires a $500 minimum investment and charges a management fee of 2.75%, with a total expense ratio estimated at 4.22%.
The results of the investigation could be released as soon as Wednesday and could see regulators extracting total fines of around $2 billion.
Research uncovered three ways that investing platforms can foster a more inclusive and accessible environment for those living on a low to moderate income.
After years of consolidation, the platforms that solve the puzzle could win future advisers and their assets. The ones that don’t may find themselves acquired.
Here's a roundup of some of the adviser fintech news you may have missed this week.
It's back to an 'organic plan' for the bank's wealth management business in the United States, says Iqbal Khan, co-president of UBS Global Wealth Management.
When the bank replaced hard drives and servers, it improperly disposed of thousands of devices, compromising the personal data of about 15 million clients.
VRGL's $15 million Series A round, FMG's acquisition of Vestorly, Farther's funding round and Orion's partnership with Apex Clearing are among the highlights of this month's roundup.
UBS participated in the funding round for the provider of direct indexing, which oversees more than $2 billion in assets.
North Carolina’s Bank of Oak Ridge will use Marstone’s platform combined with advice from Detalus Advisors.
