Firms are constrained by legacy technology stacks, and it's not easy for them to pivot and deliver the connected digital wealth experience their advisers want.
This month's roundup looks at Envestnet's acquisition of Redi2, Catchlight's new system to assess prospects and AssetMark's deal for Adhesion Wealth.
SEC, CFTC worried that messages were being completely lost and would ultimately make it harder to look for wrongdoing.
The executive had been appointed interim CEO in March after former CEO Ed O’Brien announced he was returning to Fidelity to lead institutional technology.
The two first quarters of this year showed some robos to be particularly resilient, according to the latest Robo Report from Condor Capital Wealth Management.
A roundup of this week’s fintech headlines includes a record year for Envestnet's college program and RIA in a Box partnering with LinkedIn on compliance.
The feature is designed to help plan participants and retirement plan advisers see the full wealth picture.
Both Modern Life and Farther closed $15 million funding rounds, suggesting technology for advisers is still seen as an attractive opportunity.
The organization of state regulators cautions about taking advice from social media financial influencers because of possible conflicts.
Some startups have already made moves to prepare for an extended bear market, but now the crunch is coming to more established fintech brands.
While the choppy market performance dented total platform assets, rising interest rates have boosted the spread the TAMP earns on cash held by its proprietary custodian.
Social media offers financial advisers a way to establish a personal brand and build connections with clients and prospects, but dealing with hot-button topics like abortion can be tricky.
Institutional investors will be able to use BlackRock's Aladdin investment management system to oversee their exposure to bitcoin along with assets such as stocks and bonds.
The app-based brokerage's reductions were concentrated in operations, marketing and program management functions.
The addition of Simon brings the total number of asset managers and product manufacturers on the iCapital platform to nearly 300, according to the company.
Here's the rest of the week’s news from the adviser fintech companies that aren’t on vacation.
Each of the firms failed to comply with the agency's rule on identify theft red flags.
The asset manager's new resource, Growth Lab, will provide tools to help independent financial advisers with growing their practices and lead generation.
If you’re hoping to capitalize on new opportunities and remain ahead of the curve, it’s crucial to stay on top of current industry trends.
The company named Josh Gray as its new chief technology officer, promoted former senior vice president of marketing Justin Boatman to chief product officer and hired Craig Clark as first chief marketing officer.
