Orion Advisor Solutions is expanding its TAMP capabilities by acquiring TownSquare Capital, a boutique investment and trading firm.
Effort will help client companies manage disability leaves, other workplace absences and reduce administrative burden for human resources staff.
Less than half of advisers are keeping track of how many of their prospects become paid clients.
What the advisory industry will look like after the pandemic was a major theme at the conference.
The addition gives access to a menu of alternative investment products, including hedge funds, private equity, real estate and private credit.
The Tax-Smart Separately Managed Account Platform lets advisers customize portfolios based on strategies created by J.P. Morgan’s index team.
The service has more data visualization, ESG-specific performance reporting and allows country exclusions.
Of the 19 speakers scheduled to speak on the first day of the fintech-for-advisers event, only one was a woman.
Advisers should provide a holistic, hyper-personalized view of a client’s entire financial life, complete with data-driven recommendations.
Speculation about DePina's future with the company has circulated since reports surfaced that Envestnet is exploring a sale to private equity.
The advice industry's usual fears and concerns around tech M&A have been replaced with unbridled enthusiasm.
The asset manager says the new consumer, an industrial renaissance and medical innovation are areas where changes have exposed 'underestimated investment opportunities.'
Fintech sets $2,000 minimum for new offering, Altruist Strategist Suite, which will bow by June.
The transaction is expected to close in the second quarter, with Redtail CEO Brian McLaughlin becoming president of Orion.
The deal with fintech Pontera provides ability to do more complete household reporting.
While artificial intelligence is often seen as a job killer, the Great Resignation has spotlighted the limitations of support and integration operations reliant on traditional workforces and approaches.
The Fed’s main challenge is to reduce the gap between jobs and workers, and to slow wage growth to a pace consistent with its 2% inflation goal.
This month’s #AdviserTech roundup looks at Wealthbox's funding round and the transition in advisory firms' use of CRM systems, Summit Wealth Systems' attempt to build the next generation of performance reporting, and Advyzon's new TAMP.
Automated Document Bundling detects, enriches and batches new-account documents.
The 23-year-old management software company is moving its headquarters to Berwyn, Pennsylvania, while offering employees 'maximum flexibility.'
