Expanded partnership will bring enhanced capabilities to leading managed accounts platform, including holistic portfolio management and a scaled-down option for small to mid-sized wealth firms.
The $125M transaction will bring the fintech firm’s expertise in regulated and AI-supported communications to a broader complex of industries.
The fintech provider’s new tool is designed to help advisors identify high-impact marketing strategies and find more engaged prospects.
The wealth tech firm’s updates will help advisors on the Pershing X platform gain deeper insights and navigate plans more easily.
The veteran hire will spearhead the wealth tech firm’s efforts to find expansion opportunities in a newly created role.
The distribution partnership will see the fintech carry a key product, allowing more advisors to oversee workplace retirement plans.
The wealth tech titan is tightening ties with Fidelity, BlackRock, Franklin Templeton and State Street to help advisors create tailor-made strategies.
The financial planning fintech’s latest integration aims to make estate planning more accessible across the wealth spectrum.
New Deloitte report predicts shifts in generative AI could threaten advisors who don’t go beyond transaction-based relationships.
The financial giant is tapping the leading alternatives provider as it doubles down on support for its advisors.
The retirement industry giant is tapping the leading TPA and recordkeeper to service its state-sponsored 529 plans.
'We're hearing more horror stories' about clients becoming targets after a data breach, one attorney says.
The fintech's first DLT-enabled fund, launched jointly with UBS, will be the first proof point of its efficiency-boosting technology.
Executives at the online brokerage giant unveiled plans to roll out a platform that includes private credit, PE, VC, and long-short funds.
Landmark study of more than 40 million investors shows shifts in self-directed investing, with balance of power tipping away from mutual funds.
The lifetime income research provider’s collaboration brings a new tech platform to empower advisors using annuities.
The independent wealth firm is rolling out a custom platform for advisors to offer and conduct due diligence on alternative investments.
The growth-focused RIA is advancing its digital strategy for advisors, including plans for AI and enhancing its TAMP and fee-for-planning platforms.
The investment advisory firm’s new fintech partnership marks the first phase of its broader comprehensive strategy.
The collaboration will let over 2,400 advisors manage retirement plan assets for more than 200,000 clients across the wealth giant’s enterprise.
