WealthSuite offers fund and ETF model portfolios that are intended to save time for the firm's more than 750 advisers.
Tom Bradley of Schwab reiterated his promise to advisers that there will be no repapering of clients and that most firms will be able to keep their service teams.
A fiduciary mindset when vetting third-party providers should keep them out of trouble, some say. But there are concerns about the regulatory costs entailed for small firms.
After years of investing in middle-office technology and client-facing portals, many firms struggle to offer digital account opening on par with fintech startups.
While CEO Ralph Hamers pursues his vision of harnessing automated tools and boosting the firm's standing in the US, wealth business head Iqbal Khan and his disciples are concerned about diluting UBS' private banking brand.
Riskalyze has long since outgrown its roots as a digital risk questionnaire and will soon update its branding to reflect its growing role in financial adviser fintech.
The financial planning software is continuing to shift toward Decision Center, its cash flow-based planning product.
Here are some of the other fintech headlines you may have missed this week.
Pilot program marks the first time mutual fund and ETF investors have been asked their opinions on proxy matters.
The robo will now offer four managed portfolios of cryptocurrencies alongside its traditional investment portfolios.
At TD Ameritrade, Patullo oversaw the strategic direction of adviser-facing technology and spearheaded the open-architecture approach to third-party integrations.
A roundup of the rest of the week's fintech headlines, including news from Tidal Financial, FA Match and Aspida.
The integrations with Flourish Crypto and Gemini Bitria pull custodial data on cryptocurrencies into the RIA technology platform.
The use of robo-advisers fell from 27.7% of US investors in 2021 to 20.9% this year, according to research from Parameter Insights.
The firm is positioning Merrill Advisor Match as a modern solution for investors who are looking for financial advice.
Morgan Stanley will stop making the robo, Access Investing, available to new clients in December.
The securities watchdog said she broke US rules by not disclosing she was paid for the promotion.
I-Bonds Bucket allows users to invest in the securities while bypassing the glitchy TreasuryDirect.gov website.
Only 21% of Americans feel comfortable investing in cryptocurrencies, down from 35% in 2021.
Chicago-based TAMP also launches investment consulting service for advisers who want to completely outsource portfolio and UMA construction while retaining their brand.
