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Envestnet co-founder Crager to step down as CEO
Bill Crager has led the firm since 2019, and his departure follows more than a year of significant developments at the fintech.
Can AI explain annuities better than a human advisor?
This AI product doesn't want to take your job, and it might make it easier.
Prospecting for clients the ‘old-fashioned way’
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches.
Tifin, Franklin Templeton partner on financial wellness solution
Tifin @Work is an advice platform powered by AI that plan sponsors can provide to their employees.
What do regulators have in store for financial services in 2024?
With lots of new and existing regulations to deal with, as well as the challenges posed by AI, it's shaping up to be a strenuous year for compliance executives.
What’s behind Vestwell’s $125M Series D funding?
CEO Aaron Schumm talks about the long game in the state-plan market and mentions that Vestwell is exploring lifetime income.
AI-driven advanced planning solution joins forces with Orion
Partnership saves advisors time as there is no need to manually enter client data, says FP Alpha.
Top trends shaping advisor business growth in 2024
Envestnet reveals what it believes will shape the industry in the coming year.
New tool enables certification of SEC Names Rule compliance
Fintech says its solution provides greater scrutiny of ESG claims.
Envestnet exploring sale of Yodlee
The data aggregation firm was purchased by Envestnet in 2015 for about $590 million.
Catchlight eases chase to catch prospects
The AI-powered tool is helping advisors save time by assessing potential leads.
Why TAMPs are ‘a powerful tool’ for advisors
Advisor says TAMPs are like ‘a spectrum with dozens of capabilities’ at final RIA Lab event for 2023.
Private equity investors positive on AI, SEC’s private funds rules
LPs are using the technology more and also keen to invest in AI firms.
How recent tech trends are affecting wealth management
Wealthtech trends have a big impact on the overall wealth management industry — and how wealth managers serve and engage with clients.
Altruist helps advisors connect their tech with several powerful new integrations
The aim is to make critical workflows simpler and streamlined.
Panel suggests SEC use existing rules to address advisor AI conflicts
'You don’t need to reinvent the wheel here. You’ve got the building blocks to address [AI and predictive data analytics] concerns,' says a member of the advisory committee.
Pontera raises another $60 million
Latest funding round for fintech platform allowing advisors to manage clients’ held-away assets is led by Iconiq.
Online brokers misstep in securities lending: Finra
'Who were the accountants? Lending securities can be lucrative,' a compliance executive says.
Young advisors welcome AI, but regulatory concerns restrict its use
'We all have too much to lose in reputation,' warns one CEO. 'It’s not worth it.'
Intelligent charitable planning: The next big thing in wealth
Advisors, employers and DAFs can make everyone a philanthropist.
