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Fintech Bytes: Dynasty partners with Pontera, Orion joins up with Apex
A roundup of the week's fintech news for financial advisers.
Lincoln Financial launches QDIA with Stadion
The QDIA combines a target-date fund for younger individuals and Stadion’s StoryLine managed account service for participants aged 50 and older.
Morgan Stanley adds fractional share support to workplace stock plans
The wirehouse is also adding additional automation to its Shareworks and Equity Edge Online platforms.
Schwab exec updates progress on integrating TD Ameritrade technology
Alison Dooher, head of digital adviser solutions at Schwab Advisor Services, gives a look at the brokerage's integration road map.
Coming to a firm near you: An optimized digital wealth experience
Firms are constrained by legacy technology stacks, and it's not easy for them to pivot and deliver the connected digital wealth experience their advisers want.
The latest in financial #AdviserTech — August 2022
This month's roundup looks at Envestnet's acquisition of Redi2, Catchlight's new system to assess prospects and AssetMark's deal for Adhesion Wealth.
Wall Street banks’ record fines reflect regulators’ frustrations over unmonitored messaging
SEC, CFTC worried that messages were being completely lost and would ultimately make it harder to look for wrongdoing.
eMoney names Susan McKenna permanent CEO
The executive had been appointed interim CEO in March after former CEO Ed O’Brien announced he was returning to Fidelity to lead institutional technology.
Wealthfront tops ranking of robos amid 2022 volatility
The two first quarters of this year showed some robos to be particularly resilient, according to the latest Robo Report from Condor Capital Wealth Management.
Fintech Bytes: Envestnet, RIA in a Box and Yieldstreet
A roundup of this week’s fintech headlines includes a record year for Envestnet's college program and RIA in a Box partnering with LinkedIn on compliance.
OneAmerica, ProNvest create portal linking plan, outside assets
The feature is designed to help plan participants and retirement plan advisers see the full wealth picture.
Pair of adviser fintech startups pull in funding despite a decline in tech investing
Both Modern Life and Farther closed $15 million funding rounds, suggesting technology for advisers is still seen as an attractive opportunity.
Beware of ‘finfluencers,’ NASAA warns
The organization of state regulators cautions about taking advice from social media financial influencers because of possible conflicts.
Fintech Bytes: Robinhood layoffs, BlackRock partners with Coinbase
Some startups have already made moves to prepare for an extended bear market, but now the crunch is coming to more established fintech brands.
Cash revenue helps AssetMark offset market losses for record quarter
While the choppy market performance dented total platform assets, rising interest rates have boosted the spread the TAMP earns on cash held by its proprietary custodian.
Roe v. Wade highlights how some advisers navigate controversial issues on social media
Social media offers financial advisers a way to establish a personal brand and build connections with clients and prospects, but dealing with hot-button topics like abortion can be tricky.
BlackRock partners with Coinbase to expand into crypto
Institutional investors will be able to use BlackRock's Aladdin investment management system to oversee their exposure to bitcoin along with assets such as stocks and bonds.
Robinhood slashes 23% of workforce; chief product officer departs
The app-based brokerage's reductions were concentrated in operations, marketing and program management functions.
iCapital expands menu of alternative investments with Simon acquisition
The addition of Simon brings the total number of asset managers and product manufacturers on the iCapital platform to nearly 300, according to the company.
Fintech Bytes: FutureProof, Tifin, Docupace and Envestnet
Here's the rest of the week’s news from the adviser fintech companies that aren’t on vacation.
