The adviser world returned from the July 4 holiday ready to spend some money on technology.
The acquisition brings more than 700 RIAs using Redi2's billing and invoicing software, BillFin, into the Envestnet ecosystem.
Ongoing discontent, worsened by the pandemic and tech shortfalls, has resulted in 15% of wirehouse advisers and 7% of independent advisers being 'at risk' of exiting their firms in the next two years.
Another asset management firm is buying its way into the increasingly crowded market for direct indexing.
Technology can remove the human bias in investing, while also offering investors exposure to securities, but with reduced drawdown, minimized volatility and lower beta.
A Goldman Sachs study details how life events can impede retirement savings and can have a significant impact on how much an individual saves for retirement.
For your three-day weekend reading, here's a recap of some of the adviser fintech news you may have missed.
Eliminating paper processes can reduce error rates, driving efficiencies for the firm and improving the customer experience.
Fintech company Pontera is continuing its partnership spree in hopes of giving more financial advisers the ability to manage client assets in held-away retirement accounts.
Style often trumps substance for personal finance commentators on social media platforms, though some are blending the best of digital and traditional advice
The 'external system breach' put the Social Security numbers of 2,188 of the firm's clients at risk, according to the Maine Attorney General's office.
Here are the rest of the week’s fintech stories.
SEC Chair Gary Gensler has raised concerns with how features closely associated with the mobile phone apps offered by brokers can impact trading.
More than half of advisers say the lack of integration between their core applications is the biggest pain point with technology.
Fintech companies are responding to the first bear market many have experienced. Here are the rest of the week's fintech stories.
BNY Mellon Pershing revealed the next generation of its wealth management technology at its annual INSITE conference this week in Grapevine, Texas.
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.
