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5 things advisers should be thankful for in 2022
When someone needs guidance for the future, nothing beats a live financial adviser, and advisers should be grateful the public recognizes that.
Fintech Bytes: Envestnet, Addepar, FLX Networks and more
A roundup of some of the fintech headlines you may have missed this week.
Schwab’s Bernie Clark addresses questions, concerns about TD integration
Clark acknowledges the technical challenges that the migration of advisers and clients poses but argues that Schwab and TD have very similar cultures.
Fidelity to launch commission-free retail crypto trading platform
The brokerage has opened up a wait list for its new service Fidelity Crypto which will offer custody and trading of Bitcoin and Ethereum.
Schwab promises to support advisers through integration hiccups
The 2022 Charles Schwab Impact conference brought 5,000 attendees, including 2,500 financial advisers, to Denver this week.
Fintech Bytes: Robo-adviser launches university, Orion boosts marketing
Here are the rest of this week's financial technology headlines, besides the ones about Elon Musk buying Twitter.
Twitter hysteria over Musk ownership has advisers reassessing value of the platform
As the $44 billion acquisition sparks extreme reactions for and against the new owner, fintwit considers whether tweeting is still worth all the fuss.
Private Advisor Group introduces Orion-powered investment platform
WealthSuite offers fund and ETF model portfolios that are intended to save time for the firm's more than 750 advisers.
Schwab sets date to transition advisers, clients and assets from TD Ameritrade
Tom Bradley of Schwab reiterated his promise to advisers that there will be no repapering of clients and that most firms will be able to keep their service teams.
Some advisers welcome increased regulatory scrutiny of outsourcing
A fiduciary mindset when vetting third-party providers should keep them out of trouble, some say. But there are concerns about the regulatory costs entailed for small firms.
Advisers still behind on digital account opening, industry leaders say
After years of investing in middle-office technology and client-facing portals, many firms struggle to offer digital account opening on par with fintech startups.
UBS intrigue pits CEO against a rising star
While CEO Ralph Hamers pursues his vision of harnessing automated tools and boosting the firm's standing in the US, wealth business head Iqbal Khan and his disciples are concerned about diluting UBS' private banking brand.
Riskalyze CEO teases new company name as fintech moves beyond risk assessment
Riskalyze has long since outgrown its roots as a digital risk questionnaire and will soon update its branding to reflect its growing role in financial adviser fintech.
eMoney provides fintech update at virtual Summit
The financial planning software is continuing to shift toward Decision Center, its cash flow-based planning product.
Fintech Bytes: Morgan Stanley AI, Docupace hires Lori Hardwick, and Franklin Templeton integrates LifeYield
Here are some of the other fintech headlines you may have missed this week.
Schwab responds to investor activism by giving fund shareholders more say in proxy voting
Pilot program marks the first time mutual fund and ETF investors have been asked their opinions on proxy matters.
Betterment’s crypto portfolios include allocations to Dogecoin
The robo will now offer four managed portfolios of cryptocurrencies alongside its traditional investment portfolios.
Schwab loses adviser fintech leader Jon Patullo to Apex
At TD Ameritrade, Patullo oversaw the strategic direction of adviser-facing technology and spearheaded the open-architecture approach to third-party integrations.
Fintech Bytes: FMG launches marketing tool, Riskalyze integrates with financial planning startup
A roundup of the rest of the week's fintech headlines, including news from Tidal Financial, FA Match and Aspida.
Envestnet adds crypto to Tamarac with two fintech integrations
The integrations with Flourish Crypto and Gemini Bitria pull custodial data on cryptocurrencies into the RIA technology platform.
