Fintech

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Summit Financial, MassMutual boost advisor appeal with growth-focused tech
FINTECH AUG 27, 2025
Summit Financial, MassMutual boost advisor appeal with growth-focused tech

Summit Financial unveiled a suite of eight new tools, including AI lead gen and digital marketing software, while MassMutual forges a new partnership with Orion.

By Leo Almazora
Carlyle to acquire intelliflo from Invesco, spinning off RedBlack for US RIAs
ALTERNATIVES AUG 26, 2025
Carlyle to acquire intelliflo from Invesco, spinning off RedBlack for US RIAs

The deal will see the global alts giant snap up the fintech firm, which has struggled to gain traction among advisors over the years, for up to $200 million.

By Leo Almazora
Ric Edelman, ex-Orion CEO Eric Clarke join board for TaxStatus
FINTECH AUG 21, 2025
Ric Edelman, ex-Orion CEO Eric Clarke join board for TaxStatus

Two longtime RIA industry figures have joined the board of directors at TaxStatus, a fintech company that garners thousands of IRS data points on clients to share with advisors for improved financial planning oversight and time savings.

By Andrew Cohen
Ashton Thomas-linked Amplify debuts QuantumRisk to help RIAs weather market shocks
FINTECH AUG 19, 2025
Ashton Thomas-linked Amplify debuts QuantumRisk to help RIAs weather market shocks

"QuantumRisk, by design, recognizes that these so-called "impossible" events actually happen, and it accounts for them in a way that advisors can see and plan for," Dr. Ron Piccinini told InvestmentNews.

By Andrew Cohen
Intention.ly, AssetLink announce new AI to boost advisors' organic growth
FINTECH AUG 14, 2025
Intention.ly, AssetLink announce new AI to boost advisors' organic growth

AI suite and patent for AI-driven financial matchmaking arrive amid growing importance of marketing and tech among advisory firms.

By Leo Almazora
SEC's Peirce says market will sort out winners in tokenization
ALTERNATIVES AUG 13, 2025
SEC's Peirce says market will sort out winners in tokenization

The commissioner also known as "Crypto Mom" says the agency is willing to work on different models with stakeholders, though disclosures will remain key.

By Bloomberg
Seniors face surge in high-dollar impersonation scams, FTC warns
RETIREMENT PLANNING AUG 13, 2025
Seniors face surge in high-dollar impersonation scams, FTC warns

Federal data show reports of at least $100,000 in losses skyrocketed to hit $445 million in 2024.

By Leo Almazora
iCapital and Alto announce key hires
RETIREMENT PLANNING AUG 13, 2025
iCapital and Alto announce key hires

The fintech firms' latest additions, including veterans from Bloomberg and JPMorgan, come amid rising demand for alternative assets in the retirement space.

By Leo Almazora
Gen Z, Millennials shape the new rules of financial advice but can advisors keep up?
FINTECH AUG 11, 2025
Gen Z, Millennials shape the new rules of financial advice but can advisors keep up?

Kristy Smith from Broadridge says advisors who can't adapt risk being left behind.

By Steve Randall
Income Lab, RISR ink additional integration partnerships
RETIREMENT PLANNING AUG 08, 2025
Income Lab, RISR ink additional integration partnerships

Meanwhile, FINNY launches new multi-channel marketing campaign features, while RightCapital introduces a planning capability to help with client prospecting.

By Leo Almazora
Retail investors split on AI's place in financial advice
FINTECH AUG 07, 2025
Retail investors split on AI's place in financial advice

Survey research reveals just three-tenths trust AI-generated recommendations, bolstering the case for lasting human relationships with advisors.

By Leo Almazora
Advyzon and SS&C roll out wealth tech platform updates for advisors
ALTERNATIVES AUG 07, 2025
Advyzon and SS&C roll out wealth tech platform updates for advisors

Advyzon has launched a new hub for professionally managed model portfolios, while SS&C unveiled a unified suite of wealth solutions under the Black Diamond banner.

By Leo Almazora
Broadridge makes strategic move into AI-driven wealth lending
FINTECH AUG 07, 2025
Broadridge makes strategic move into AI-driven wealth lending

Partnership aims to boost advisor efficiency across its Wealth Lending Network.

By Steve Randall
InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
FINTECH AUG 06, 2025
InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC

The wealth tech giant is unveiling its new offerings, designed for advisor productivity and client engagement, as investors and experts continue to grapple with the implications of AI.

By Leo Almazora
Younger Americans want advisors who know AI – but still want the human touch
FINTECH AUG 06, 2025
Younger Americans want advisors who know AI – but still want the human touch

Human guidance still wins over AI alone according to new report.

By Steve Randall
Fintech bytes: Altruist launches new subscription service for RIA custody
FINTECH AUG 05, 2025
Fintech bytes: Altruist launches new subscription service for RIA custody

Also, Nitrogen has added Indivisible Partners to its integration network, while Wealthtender unveiled an AI-focused update to help boost advisors' online presence.

By Leo Almazora
GeoWealth secures $38M in funding round led by major alternative investment manager
ALTERNATIVES AUG 03, 2025
GeoWealth secures $38M in funding round led by major alternative investment manager

Series C funding will accelerate unification of TAMP’s model portfolios.

By Steve Randall
Robinhood beats Q2 profit estimates as business goes beyond YOLO trading
FINTECH JUL 31, 2025
Robinhood beats Q2 profit estimates as business goes beyond YOLO trading

Shares of the online brokerage jumped as it reported a surge in trading, counting crypto transactions, though analysts remained largely unmoved.

By Leo Almazora
JPMorgan reopens fight with fintechs, crypto over fees for customer data
FINTECH JUL 30, 2025
JPMorgan reopens fight with fintechs, crypto over fees for customer data

The Wall Street giant has blasted data middlemen as digital freeloaders, but tech firms and consumer advocates are pushing back.

By Bloomberg
Fintech bytes: Vestwell comes through for underserved savers with multilingual support
RETIREMENT PLANNING JUL 30, 2025
Fintech bytes: Vestwell comes through for underserved savers with multilingual support

MyVest and Vestmark have also unveiled strategic partnerships aimed at helping advisors and RIAs bring personalization to more clients.

By Leo Almazora