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Envestnet acquires fee and billing fintech Redi2 Technologies
The acquisition brings more than 700 RIAs using Redi2's billing and invoicing software, BillFin, into the Envestnet ecosystem.
Risk of dissatisfied advisers taking flight is rising: J.D. Power
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.
First Trust acquires direct indexing fintech Veriti
Another asset management firm is buying its way into the increasingly crowded market for direct indexing.
Leveraging machine learning to outperform traditional model portfolios and funds
Technology can remove the human bias in investing, while also offering investors exposure to securities, but with reduced drawdown, minimized volatility and lower beta.
Personalization, technology best ways to get retirement back on track: Goldman
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.
Fintech Bytes: Ric Edelman partners with Flourish, American Century gets a robo
For your three-day weekend reading, here's a recap of some of the adviser fintech news you may have missed.
Curb the paper chase with digital document strategies
Eliminating paper processes can reduce error rates, driving efficiencies for the firm and improving the customer experience.
Pontera expands access to held-away account management with GeoWealth partnership
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.
Why finfluencers especially resonate with women and minorities
Style often trumps substance for personal finance commentators on social media platforms, though some are blending the best of digital and traditional advice
Cetera Financial Group hacked via printing vendor
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.
Fintech Bytes: Bento Engine, RIA in a Box and Wealthramp
Here are the rest of the week’s fintech stories.
SEC to propose new rules for online brokers’ game-like features
SEC Chair Gary Gensler has raised concerns with how features closely associated with the mobile phone apps offered by brokers can impact trading.
The trouble with tech integration
More than half of advisers say the lack of integration between their core applications is the biggest pain point with technology.
Fintech Bytes: Vise, CapIntel and Morningstar
Fintech companies are responding to the first bear market many have experienced. Here are the rest of the week's fintech stories.
Pershing launches next-gen NetX360 at annual adviser conference
BNY Mellon Pershing revealed the next generation of its wealth management technology at its annual INSITE conference this week in Grapevine, Texas.
Fintech startups tighten belts, bracing for extended bear market
Tifin laid off 10% of its workforce this month in response to the market environment, and it isn't alone.
AssetMark buys $9.5 billion TAMP business from Vestmark
The deal for Adhesion expands AssetMark’s ability to serve the RIA market.
SEC hits Schwab robo-adviser with $187 million fine
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.
The latest in financial #AdviserTech — June 2022
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.
Fintech Bytes: Prudential, Riskalyze and Future Proof Festival
A roundup of the rest of the week's fintech headlines.
