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The latest in financial #AdvisorTech — September 2023
This month’s highlights include WiserAdvisor’s acquisition of IndyFin, Joe Duran’s new venture, and Onramp Invest’s acquisition by Securitize and what that suggests about advisors’ interest in recommending cryptocurrencies to clients.
Wealthtender announces acquisition of AGC
The partnership will provide financial advisors with digital marketing tools and access to a community of peers.
AssetMark CEO Natalie Wolfsen leaves for top job at Orion
As Wolfsen succeeds founder Eric Clarke as CEO of Orion, AssetMark announces she will be replaced by Michael Kim, a 13-year veteran of the company.
Flourish Cash increases FDIC coverage, interest rate to meet advisor demand
Independent advisors can use Flourish to offer clients 5% APY on cash and up to $10 million in FDIC insurance.
Two startups merge into $1.2 billion digital family office
Compound, a financial and tax advisory service for tech executives, is joining Alternativ Wealth, a digital RIA, to form Compound Planning.
Implications of the SEC rulemaking agenda
The more than a dozen major new rules the agency has proposed or finalized will create significant disruption for investment advisors, with substantial long-term implications.
Schwab execs declare RIA transition from TD a success
Despite some minor glitches and some email outreach confusion, most advisors are handling the change well.
Hiring Right
When you’ve added as much capacity as you can through technology, how do you effectively grow your human capital?
Schwab, TD sued for failing to protect customer data from MOVEit hack
The class-action complaint alleges the hack exposed personal information of 61,000 TD customers.
Investors wary of social media advice but more likely to trust AI
CFP Board research shows that it’s not just younger generations that are open to AI-generated advice.
Farther co-founder says technology can push RIAs past complacency
'I want our industry to think big,' Brad Genser says.
Helping clients be more realistic about their investing horizon
How one Summit Financial advisor plans to use Pontera to manage clients' held-away assets.
Nvidia smashes Wall Street forecast amid AI boom
The chipmaker's shares soared toward a record high before the bell.
It’s time to revamp your digital marketing
How can fund managers and wealth managers expand investor acquisition through digital marketing when they no longer have access to data from cookies?
Financial advisors already finding answers with AI as they look to the future
'We see AI as a friend and not a foe' — advisors say technology is driving down costs and allowing them to serve a bigger book of business.
The latest in financial #AdvisorTech — August 2023
This month's highlights include Wealth.com’s launch of an AI-driven ‘legal assistant,’ the Kitces Research AdvisorTech study’s depiction of the industry’s integration challenges, and the crop of digitally native RIAs.
Ex-Vanguard CEO joins venture capital firm to guide investments in advisor fintech
McNabb believes there is still lots of opportunity for technology to help advisors become more efficient and serve clients better.
UNest enters financial advisor marketplace with Wealthtender partnership
The startup has raised more than $40 million but until now has only gone directly to consumers.
Jeff Rosenberger and Guideline’s mission to provide 401(k)s to small businesses
The digital record keeper now has $9 billion in AUM across 40,000 customers.
Is it time for advisors to dump AI stocks?
AI stocks are down 2% in the past week, leading advisors and portfolio managers to debate whether the sector’s best days are behind it.
