Fintech partnership aims to enhance advisors’ financial planning with a broader-picture view of clients’ finances.
The new integration aims to give advisors fuller visibility over clients’ wealth journeys with unified financial and behavioral data.
The appeal of time-saving tools are obvious but there remains confusion around implementing a cohesive AI strategy, says advisor.
Partnership will give more independent advisors and firms access to Blackstone strategies that have been curated and vetted by Mercer.
The firms have teamed up to build a centralized tech platform for advisors to access alternatives, structured notes, and annuities.
The wealth tech provider is broadening its communications archiving and compliance footprint and boosting its AI capabilities.
The fintech platform catering to fee-for-service financial planners has elevated a key team member to its executive leadership.
The firm founded by ex-Brinker Capital execs has unveiled an integrated platform that can meet the needs of RIAs, family offices, and institutions.
The tech-enabled RIA is helping a privately owned broker-dealer arm its advisor network with a new solution for managing held-away retirement assets.
The fintech provider is helping a national independent broker dealer and RIA drive its next phase of growth with a host of advisor tools.
First-of-its-kind RIA GPT promises to boost advisors’ productivity and enhance client outcomes, while still complying with SEC rules.
The leading alternative investments provider is rolling out a suite of asset-allocation strategies across private equity, private credit, and real assets.
The stock trading platform is facing an enforcement action as the federal regulator continues to crack down on digital assets.
The wealth tech provider is giving fee-only advisors access to more resources and lowering barriers for those just getting started.
From portfolio management to compliance and client onboarding, the new offering takes direct aim at common headaches for independent practices.
The LA-based fintech challenging goliaths Schwab and Fidelity secures new fundraising after its revenue quintupled in 2023.
The multibillion-dollar alts platform’s new fund offers exposure to high-potential private tech companies across the US, Europe and Asia.
Survey of more than 400 advisors reveals impact of technology on client growth, AUM expansion, and service delivery.
The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
Survey research finds heavy users tend to grow faster as advisors report greater operational efficiency and productivity in serving clients.
