The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.
Tool aims to make it easier to keep track of commitments in real time.
The firm has partnered with digital estate planning provider Vanilla.
InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.
The digital assistants will be driven by Microsoft’s Azure OpenAI Service.
Firm announces new comprehensive addition to its wealth management platform.
The venture capital firm of one of the members of the world’s 10th richest family is seeking investments.
Flourish aims to facilitate RIAs’ access to annuities.
Affluent clients want better digital capabilities and personalized offerings, so a super-charged digital business transformation has huge benefits.
Report reveals texting and messaging apps common at RIAs and broker-dealers.
From Salesforce to eMoney, here are the tools advisors are using to drive growth this year.
As Envestnet searches for a new leader, it may also be exploring a sale of Yodlee, its data aggregator.
Bill Crager has led the firm since 2019, and his departure follows more than a year of significant developments at the fintech.
This AI product doesn't want to take your job, and it might make it easier.
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches.
Tifin @Work is an advice platform powered by AI that plan sponsors can provide to their employees.
With lots of new and existing regulations to deal with, as well as the challenges posed by AI, it's shaping up to be a strenuous year for compliance executives.
CEO Aaron Schumm talks about the long game in the state-plan market and mentions that Vestwell is exploring lifetime income.
Partnership saves advisors time as there is no need to manually enter client data, says FP Alpha.
Envestnet reveals what it believes will shape the industry in the coming year.
