Fintech

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Technology, personalization in focus for advisors amid wealth transfer risks
FINTECH FEB 04, 2025
Technology, personalization in focus for advisors amid wealth transfer risks

Orion surveys reveal how advisors' tech investments could be a make-or-break factor for retaining millennial clients.

By Leo Almazora
Savvy Wealth, Nitrogen tap veterans for new growth strategies
RIA NEWS FEB 04, 2025
Savvy Wealth, Nitrogen tap veterans for new growth strategies

The wealth tech platform providers are looking to reach more advisors and firms with key leadership additions to their respective leadership teams.

By Leo Almazora
iCapital forges alts platform partnership with Apollo
ALTERNATIVES FEB 03, 2025
iCapital forges alts platform partnership with Apollo

Collaboration comes as the alternatives-focused tech provider rolls out other enhancements to its leading portfolio construction tool.

By Leo Almazora
Advisor AI startup Jump completes $20M Series A funding
FINTECH FEB 03, 2025
Advisor AI startup Jump completes $20M Series A funding

The firm founded by serial fintech entrepreneurs aims to capitalize on its rise to leadership with continued innovation and expanded capacity to meet demand.

By Leo Almazora
Orion, Pontera strike new integration partnership
RETIREMENT PLANNING JAN 30, 2025
Orion, Pontera strike new integration partnership

The collaboration, billed as an industry first, will streamlines advisors' ability to manage 401(k)s, 403(b)s, and other held-away retirement accounts.

By Leo Almazora
Despite market selloff DeepSeek won't deep-six the bulls, analysts say
EQUITIES JAN 27, 2025
Despite market selloff DeepSeek won't deep-six the bulls, analysts say

A new AI competitor is making waves on Wall Street, but Street strategists say it won't kill the long term bull market.

By Gregg Greenberg
Orion doubles down on data with Snowflake partnership
FINTECH JAN 27, 2025
Orion doubles down on data with Snowflake partnership

The wealth tech giant is rolling out access to the industry-leading cloud data platform for advisors at select firms in the second quarter.

By Leo Almazora
Fintech firms wealth.com, Vanilla announce key updates
FINTECH JAN 24, 2025
Fintech firms wealth.com, Vanilla announce key updates

The estate planning-focused platforms are reinforcing their leadership with an executive hire and a new AI-powered capability.

By Leo Almazora
LPL doubles down on advisor growth with digital platform boost
FINTECH JAN 21, 2025
LPL doubles down on advisor growth with digital platform boost

The broker-dealer giant aims to help advisors engage both their clients and prospects further with its latest enhancements.

By Leo Almazora
Envestnet taps tech veteran Chris Todd as new CEO
FINTECH JAN 21, 2025
Envestnet taps tech veteran Chris Todd as new CEO

The wealth tech giant's new chief executive brings nearly two decades of experience, most recently at the helm of a privately held software firm.

By Leo Almazora
AI insights survey exposes split between RIAs and enterprise advisors
RIA NEWS JAN 17, 2025
AI insights survey exposes split between RIAs and enterprise advisors

Envestnet data reveal shared focus on product underperformance and tax optimization, with differing priorities on fees.

By Leo Almazora
iCapital targets KYC, AML with deal for 'passport' tech provider
FINTECH JAN 16, 2025
iCapital targets KYC, AML with deal for 'passport' tech provider

The alts platform giant plans to help smooth onboarding and compliance for wealth advisors with a new digital identity solution.

By Leo Almazora
John Hancock goes for startup 401(k)s in deal with Vestwell
RETIREMENT PLANNING JAN 14, 2025
John Hancock goes for startup 401(k)s in deal with Vestwell

With small 401(k)s launching at a fast rate across the country, the company sees a lot of business potential, particularly through financial advisors.

By Emile Hallez
What advisors and wealth firms should know about AI in 2025
FINTECH JAN 14, 2025
What advisors and wealth firms should know about AI in 2025

As cautious optimism builds around generative AI, the industry must take a more strategic approach to adoption, the head of client and advisor digital enablement at Broadridge said.

By Leo Almazora
Robinhood fined $45M for multiple violations of securities law
FINTECH JAN 14, 2025
Robinhood fined $45M for multiple violations of securities law

SEC says 10 separate provisions of the law were violated by two firms.

By Steve Randall
AI powers new tech for advisors to manage tax, research and more
FINTECH JAN 14, 2025
AI powers new tech for advisors to manage tax, research and more

FP Alpha and Morningstar provide fresh options to boost productivity.

By Steve Randall
InvestCloud, WealthFeed lock in new partners
FINTECH JAN 10, 2025
InvestCloud, WealthFeed lock in new partners

The wealth tech firms are expanding their respective networks with their first strategic partnerships for 2025.

By Leo Almazora
Pontera lands another 401(k) partnership with Hightower Advisors
RETIREMENT PLANNING JAN 07, 2025
Pontera lands another 401(k) partnership with Hightower Advisors

The fintech provider's new collaboration will help the $166 billion RIA's advisors holistically manage more of their clients' wealth.

By Leo Almazora
Envestnet's Anur reprises COO role at rival fintech Orion
FINTECH JAN 07, 2025
Envestnet's Anur reprises COO role at rival fintech Orion

The wealth tech veteran brings "deep industry experience and a proven track record" to the new C-suite position at Orion.

By Leo Almazora
Orion set to snap up RIA tech provider Summit Wealth Systems
FINTECH DEC 19, 2024
Orion set to snap up RIA tech provider Summit Wealth Systems

The strategic acquisition, expected to close early next year, will also see 25-year fintech veteran Reed Colley take on a top leadership role.

By Leo Almazora