The fintech firm for private market investments is helping firms and advisors build customized 'pacing plans' to reach target allocations based on customized model portfolios.
The fintech firms' latest initiatives, announced separately, will give advisors additional diversification options and enhanced investing and reporting capabilities.
It takes as little as 10 hours to become proficient at using generative AI, researchers say. Advisors who do that now will be at an advantage as the technology expands.
This is not a “hallucination”, AI is already here and shaping the ways we work and live
Deal for Boston-based tech provider opens the door for an industry-first solution with real-time unified managed household and tax capabilities for advisors.
The leading TAMP provider is wading into the deeper end of financial planning with hopes to develop estate planning, retirement, and multi-generational wealth solutions.
Meanwhile, Orion's former COO and wealth division president has emerged to become CEO of wealth technology consultancy firm F2 strategy.
The new partnership promises a unified experience that integrates in-plan and retail solutions with financial planning and other capabilities for Voya's advisor business.
The fintech startup's latest executive hire will lead its efforts in building next-generation portals for clients and advisors while building a new foothold in Florida.
The $1.8 billion "anti-woke" firm, enabled by a partnership with Vestmark, is giving investors a new means to achieve tax-optimized returns with a pro-shareholder approach.
The wealth tech provider's latest financing will go towards growing its agentic AI platform across wealth managers, family offices and other firms across the industry.
The alternative fintech firm's latest addition provides advisors exposure to fast-growing private companies.
Wealth managers weigh in on the chipmaker's influence over the greater market in the wake of its earnings report.
The deepened collaboration adds new capabilities for the platform to gather insights, align advisory firm inputs, and deliver tailored portfolio models.
The two firms' updates, launched separately, promise to give advisors added flexibility with new SMA strategies and an advanced UMA framework.
The platform, designed by two former advisors and a seasoned technology leader, promises to help RIAs drive growth and strip away workflow inefficiencies.
The donor-advised fund platform's new capability lets philanthropic users rally support with personalized campaigns for the causes they care most about.
The alliance will give advisors at the top-ranked independent access to the fintech provider's estate planning capabilities.
InvestmentNews' inaugural report showcases some of the best new portfolio management systems, retirement income planning solutions, and compliance tools.
Ivan Illán, of Aligne Wealth Advisors, on the challenges and complexities of this new era.
