The transaction values the firm at $700 million and will drive growth.
Broadridge survey finds 75 percent of firms are confident about their tech offerings.
The fintech is raising its profile in the 401(k) space with three veteran hires who boast a collective track record of nearly 70 years.
Digital investment platform’s new service unlocks low-cost fractional trading on thousands of individual stocks and ETFs.
Tech tie-up taps 401(k) target-date funds from State Street to create personalized lifetime income for workplace plan participants.
The fintech will provide access to its workplace retirement account platform for advisors at the firm.
The firm continues to elevate its capabilities in AI-driven business solutions.
With customer satisfaction stalled and trust levels flat, DIY trading firms must show 'clear, quantifiable value' with personalized guidance, research shows.
The fintech’s new savings program for independent workers is being launched in partnership with DoorDash, with a pilot in Pennsylvania.
The investment platform provider adds more SMA and UMA options, reduces costs, and boosts tax optimization tech for advisors.
The partnership will unlock educational resources, analytics, and tools to help advisors manage annuity sales on Pershing’s platform.
Partnership expands access to financial planning tech and in-depth practice management training for over 1,800 independent planners.
The deal for the data aggregation and reporting leader will create an end-to-end solution for HNW advisors and wealth firms.
The rule revamp fills a gap in an early-2000s exemption that let investment advisors use websites as ‘props,’ says SEC Chair Gary Gensler.
The new platform brings together various investments including digital assets, special purpose vehicles, and ETFs.
The new alliance allows more advisors using financial planning software to leverage AI by removing a key friction point.
Joint research by F2 Strategy and Dynasty Financial explores trade-offs between in-house, all-in-one solutions, or custodial-dependent models
New report from Mercer Investments reveals consensus on “core technologies,” as well as investment opportunities and risks.
Workplace fintech and fiduciary retirement plan provider team up to help more plan sponsors and participants with student loan matching solutions.
The latest upgrade to platform gives an integrated view of clients’ financial picture, including held-away assets.
