As alternative investments grow in popularity, firms and advisors will need tech that enables them to provide better service to clients exposed to such assets.
In a first for the industry, the platform offers advisors the ability to manage annuity purchases from multiple carriers in real time.
Wealth management firm adds custom SMA platform to its shelf of proprietary portfolio products for high-net-worth and ultra-high-net-worth clients.
Fintech unveils new tools focused on behavioral finance, estate planning and client trading oversight.
Fintech firm names industry veteran to CEO role as conversational AI for investments comes into focus.
Financial services giant seeks to bolster its tech leadership with newly created artificial intelligence role.
Firms that are leaders in technology transformation are breaking away from the pack on generative AI and skills development, Broadridge survey shows.
Industry veteran will engage with wealth managers and help enhance platform.
Orion survey finds just over half of advisors will invest more in client-facing technology, while three-tenths are looking at AI and machine learning.
Firm says it can do better than the 'limitations' of other investment platforms.
The broker-dealer is ramping up support for its advisor affiliates with new lending, planning, and investment integrations.
The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.
The crypto investment platform for RIAs is offering its SMA capabilities through a Colorado-based independent wealth firm.
The platform’s latest offering lets advisors clearly visualize the potential tax impact of GRATs, SLATs, and other planning strategies.
The deal promises enhancements to its RIA custody and execution platform, including industry-leading direct indexing and automated rebalancing.
In partnership with fintech platform Vestwell, the public benefit firm is bringing its values-driven 401(k) and 403(b) plans to market.
The integration will give Orion’s advisor users more access to alts products, services and resources.
The fintech’s new leaders includes a former head of third-party integration at Schwab Advisor Services.
Fintech’s subscription-based service promises ‘all-inclusive client engagement,’ including referrals and automated calls and texts.
The TAMP for blockchain-based alternative investments now offers advisors access to a digital asset index.
