Fintech

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Vestwell unveils new emergency savings account offering
YOUR PRACTICE RETIREMENT PLANNING FEB 14, 2025
Vestwell unveils new emergency savings account offering

The fintech firm is cementing its status in the workplace savings space with its latest ESA offering, which employers can integrate into their existing benefits package.

Morningstar forges fintech partnership with SS&C
YOUR PRACTICE FINTECH FEB 13, 2025
Morningstar forges fintech partnership with SS&C

The alliance will give Black Diamond users the first chance to use a newly launched advisory suite as Morningstar shutters a legacy advisor platform.

Advisor AI startup Zeplyn adds ex-LPL leader Kabir Sethi to board
YOUR PRACTICE FINTECH FEB 13, 2025
Advisor AI startup Zeplyn adds ex-LPL leader Kabir Sethi to board

The two-decade veteran, whose career also includes a stint at Merill Lynch, will help shape strategy for the Google engineer-founded fintech.

Robinhood going after advisory business 'aggressively', says CEO
YOUR PRACTICE RIAS FEB 13, 2025
Robinhood going after advisory business 'aggressively', says CEO

DIY investment giant's earnings surge as TradePMR acquisition plan rolls along, putting it on strong footing for future expansion.

Carson Group taps Zocks for AI-powered client insights
YOUR PRACTICE RIAS FEB 12, 2025
Carson Group taps Zocks for AI-powered client insights

The $38 billion national RIA's latest fintech partnership joins a broader trend of platforms helping firms and advisors pursue organic growth with artificial intelligence.

wealth.com welcomes Kathy Wunderli in private wealth push
YOUR PRACTICE FINTECH FEB 11, 2025
wealth.com welcomes Kathy Wunderli in private wealth push

The top estate planning platform's veteran hire will lead its legal team's efforts to develop estate planning, tax analysis, and wealth transfer solutions for ultra-high-net-worth clients.

Business-focused wealth tech RISR lands $8B Wealthcare Capital Management partnership
YOUR PRACTICE FINTECH FEB 10, 2025
Business-focused wealth tech RISR lands $8B Wealthcare Capital Management partnership

Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients better.

Future Capital plugs 'critical gap' with advisor management of held-away retirement assets
YOUR PRACTICE RETIREMENT PLANNING FEB 05, 2025
Future Capital plugs 'critical gap' with advisor management of held-away retirement assets

Collaboration boosts capabilities for client account management.

Technology, personalization in focus for advisors amid wealth transfer risks
YOUR PRACTICE FINTECH FEB 04, 2025
Technology, personalization in focus for advisors amid wealth transfer risks

Orion surveys reveal how advisors' tech investments could be a make-or-break factor for retaining millennial clients.

Savvy Wealth, Nitrogen tap veterans for new growth strategies
YOUR PRACTICE RIAS FEB 04, 2025
Savvy Wealth, Nitrogen tap veterans for new growth strategies

The wealth tech platform providers are looking to reach more advisors and firms with key leadership additions to their respective leadership teams.

iCapital forges alts platform partnership with Apollo
YOUR PRACTICE ALTERNATIVES FEB 03, 2025
iCapital forges alts platform partnership with Apollo

Collaboration comes as the alternatives-focused tech provider rolls out other enhancements to its leading portfolio construction tool.

Advisor AI startup Jump completes $20M Series A funding
YOUR PRACTICE FINTECH FEB 03, 2025
Advisor AI startup Jump completes $20M Series A funding

The firm founded by serial fintech entrepreneurs aims to capitalize on its rise to leadership with continued innovation and expanded capacity to meet demand.

Orion, Pontera strike new integration partnership
YOUR PRACTICE RETIREMENT PLANNING JAN 30, 2025
Orion, Pontera strike new integration partnership

The collaboration, billed as an industry first, will streamlines advisors' ability to manage 401(k)s, 403(b)s, and other held-away retirement accounts.

Despite market selloff DeepSeek won't deep-six the bulls, analysts say
YOUR PRACTICE EQUITIES JAN 27, 2025
Despite market selloff DeepSeek won't deep-six the bulls, analysts say

A new AI competitor is making waves on Wall Street, but Street strategists say it won't kill the long term bull market.

Orion doubles down on data with Snowflake partnership
YOUR PRACTICE FINTECH JAN 27, 2025
Orion doubles down on data with Snowflake partnership

The wealth tech giant is rolling out access to the industry-leading cloud data platform for advisors at select firms in the second quarter.

Fintech firms wealth.com, Vanilla announce key updates
YOUR PRACTICE FINTECH JAN 24, 2025
Fintech firms wealth.com, Vanilla announce key updates

The estate planning-focused platforms are reinforcing their leadership with an executive hire and a new AI-powered capability.

LPL doubles down on advisor growth with digital platform boost
YOUR PRACTICE FINTECH JAN 21, 2025
LPL doubles down on advisor growth with digital platform boost

The broker-dealer giant aims to help advisors engage both their clients and prospects further with its latest enhancements.

Envestnet taps tech veteran Chris Todd as new CEO
YOUR PRACTICE FINTECH JAN 21, 2025
Envestnet taps tech veteran Chris Todd as new CEO

The wealth tech giant's new chief executive brings nearly two decades of experience, most recently at the helm of a privately held software firm.

AI insights survey exposes split between RIAs and enterprise advisors
YOUR PRACTICE RIAS JAN 17, 2025
AI insights survey exposes split between RIAs and enterprise advisors

Envestnet data reveal shared focus on product underperformance and tax optimization, with differing priorities on fees.

iCapital targets KYC, AML with deal for 'passport' tech provider
YOUR PRACTICE FINTECH JAN 16, 2025
iCapital targets KYC, AML with deal for 'passport' tech provider

The alts platform giant plans to help smooth onboarding and compliance for wealth advisors with a new digital identity solution.