The deepened collaboration adds new capabilities for the platform to gather insights, align advisory firm inputs, and deliver tailored portfolio models.
The two firms' updates, launched separately, promise to give advisors added flexibility with new SMA strategies and an advanced UMA framework.
The platform, designed by two former advisors and a seasoned technology leader, promises to help RIAs drive growth and strip away workflow inefficiencies.
The donor-advised fund platform's new capability lets philanthropic users rally support with personalized campaigns for the causes they care most about.
The alliance will give advisors at the top-ranked independent access to the fintech provider's estate planning capabilities.
InvestmentNews' inaugural report showcases some of the best new portfolio management systems, retirement income planning solutions, and compliance tools.
Ivan Illán, of Aligne Wealth Advisors, on the challenges and complexities of this new era.
The transaction, set to complete in the first half of next year, will give the online trading giant access to a platform supporting 350 advisory firms managing more than $40 billion in assets.
The wealth tech giant's latest rollout of much-requested updates will enhance its support for Schwab affiliated advisors.
The fintech giant's upcoming all-in-one solution for UHNW clients and family offices combines portfolio management, performance reporting, and CRM into a unified interface.
The wealth tech firm says new COO will be "invaluable" in addressing firm's rising demand for next-generation portals and AI functionality.
The fintech's move to integrate both life insurance and annuities promises to enable more comprehensive financial planning among advisors.
The giant RIA platform's new turnkey multi-manager program offers automated, tax-aware options to manage $5 billion in assets across its partner firms.
The platforms' alliance will address a major barrier for DPL advisors that want to incorporate annuity and insurance products into their practices.
Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours per week.
The tech-driven RIA's new collaboration will give over 2,700 wealth firms a direct path to manage client assets held away in workplace retirement accounts.
Survey research points to concerning gaps in governance and cybersecurity, with nine-tenths of respondents lacking policies around AI use by third parties.
The fintech behemoth's latest tie-ups bolster its footprint in the managed accounts and 401(k) spaces.
The partnership, which extends to CRM leaders Practifi, XLR8, and Salentica will give advisors a smoother path toward managing their clients' held-away cash assets.
Offering several flexible options, the $3.2B RIA is making the service more widely available to advisors considering a path to supported independence.
