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Nvidia stock spike shines light on ETFs offering AI exposure

As interest in artificial intelligence grows, it's worth looking under the hood of sector ETFs.

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InvestCloud interim CEO opens up about fintech’s recent leadership changes

Richard Lumb says that while InvestCloud is growing, a different set of skills are needed to take it to the next level.

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Retirement Clearinghouse reports data breach

Social Security and account numbers were compromised in a phishing attack, but accounts were not accessed, according to the firm.

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Advisor Group is latest B-D to report data breach

The breach involved 'a systems intrusion' at R.R. Donnelley, a third-party vendor that Advisor Group uses for some of its client mailings.

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Vanguard CEO Buckley tiptoes around ESG, embraces AI

'ESG funds are not the next great innovation,’ Tim Buckley said at an Investment Company Institute conference. 'They’re a client preference, and we need to treat it as such.'

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Ritholtz Wealth files for new robo-advisor

The new product, called Good Advice, requires a $15,000 minimum investment and will charge a maximum fee of 50 basis points.

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The latest in financial #AdvisorTech — May 2023

This month's highlights include Betterment's $9 million settlement with SEC and whether it points to more SEC scrutiny of RIAs' tax-loss harvesting promises, as well as Altruit's latest fundraising round and GeoWealth's acquisition of First Ascent.

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Waning confidence in banks creates opportunity for advisors to manage clients’ cash

Just 59% of households surveyed indicate they're confident about the stability of the banking system, creating a tailwind for fintechs that help advisors offer cash management.

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Orion CEO Eric Clarke announces retirement plans

Clarke informed the company's board of directors that he plans to step down at the end of the year.

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Over a difficult year, these robo-advisors performed the best

Fidelity Go, Wealthfront and Ellevest had the best showings, relative to a benchmark, over the one-year trailing period ended March 31, according to Condor Capital Wealth Management's latest 'Robo Report.'

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SignatureFD adds Pontera platform to grow 401(k) business

Pontera’s alliance with the Atlanta-based wealth manager is the latest in a string of deals designed to give financial advisors the ability to manage client assets in held-away accounts.

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SEC’s delay on climate disclosure rule leaves companies in limbo

Few companies have goals in place that would reduce their greenhouse gas emissions in line with Paris goals, according to MSCI.

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Investors want AI-powered advisors, and fintechs race to meet demand

Most clients believe AI will help their advisors, a Morgan Stanley report finds.

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J.P. Morgan partners with Vestwell to expand 401(k) business

Vestwell will provide a new record-keeping solution and help power Everyday 401(k), Chase’s workplace savings program for small businesses.

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SEC steps up intensity of cybersecurity oversight

Investment advisors and brokerages shouldn't wait for final regulations to shore up their cyber defenses, experts say.

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InvestCloud took a shot at Envestnet and missed

The company, which made a significant investment to challenge Envestnet's supremacy among TAMPs, underwent a sudden shakeup in leadership last month.

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S&P expands focus on biodiversity risk data

New data on 17,000 companies is available using a methodology developed in conjunction with the UN Environment Programme.

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Riskalyze rebrands as Nitrogen

The company's new name reflects its evolution from measuring client risk tolerance toward offering a broader suite of wealth management fintech.

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Envestnet shares struggle after Q1 revenue falls

Envestnet reported revenue of $298.71 million for the first quarter, down 7.1% from the same period last year.

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AmeriFlex Group rolls out proprietary planning solution

AmeriFlex Premier+ will allow advisory firm clients to look at possible future outcomes that could result from their planning decisions.