Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.
The SEC chair warned companies against 'AI washing' when they talk to investors about their use of the technology.
Technology firm says the deal will help it provide specialized support to advisors, donors, and non-profits.
Jared Johnson joins the exit planning-focused fintech as business owners and financial advisers face a continuity crisis.
The fintech provider is strengthening its commitment to fiduciary advisors with expansion to its portfolio solutions platform.
Partnership will allow faith-based advisors to offer clients custom DAF solutions and engage in comprehensive charitable giving.
Firms are bolstering their platforms ahead of faster settlements.
Latest fintech solution brings together AI and data fabric capabilities to mine insights from multiple information sources.
InvestmentNews’ inaugural 5-Star Financial Planning Software and 5-Star CRM Platforms is closing Friday.
National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools.
Collaboration will focus on key areas including AI-driven risk analytics, automated compliance reporting, and workflow automation.
An enhancement to a reporting module has made a key compliance process 90% faster, wealthtech provider says.
After adding an artificial intelligence spin to four factor-based funds, the asset manager sees promising signs
Fintech firm eyes bigger piece of growing donor-advised fund pie with key acquisition
InvestmentNews invites readers to participate in the search for the best financial planning softwares and CRM platforms.
If the industry can overcome some major hurdles, it could be.
It's a concept that's hardly new in financial services, but the brokerage is offering significantly more than competitors.
Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of financial planning softwares and CRM platforms.
Here are the fintech tools advisors are using, from CRMs to video conferencing.
44% of advisors have left a firm because of poor technology, Advisor360 survey finds.
