The wealth tech firm's latest leadership hire brings three decades of experience, including roles at Riskalyze and eMoney Advisor, as it looks to sharpen its business strategy.
The AI-focused fintech provider has unveiled updates to its estate planning capabilities, including customizable asset projections and an improved planning snapshot tool.
The startup uses machine learning to match advisors with clients who are at life stages where they could benefit from working with a financial professional.
The wealth tech company's newest leadership hire brings extensive financial expertise at a pivotal moment in its growth.
The financial services firm's enhanced fintech collaboration integrates advanced capabilities to give advisors a more seamless experience.
CEO says M&A realities mean an overhaul is often necessary.
The strategic partnership promises to help advisors at the hybrid RIA grow their business around annuities and structured products.
InvestmentNews goes back to school to learn what tech has added most value to advisors’ practices.
The wealth tech provider's new solution, built to work with its flagship ERP product, promises to boost family offices' efficiency by 2x to 4x.
The deal for the wealth tech platform will boost the firm's efforts to push its strategies more broadly among retail wealth advisors and their clients.
After the completion of its $2.7B take-private deal with GTCR, the fintech firm is looking forward to a new era of strategic expansion helmed by the former State Street leader.
The new functionality, currently available on an invite-only basis, promises to help firms funnel leads to advisors and teams best suited to meet their needs.
The tech-enabled solutions provider eyes its next growth phase with experienced leaders from Tudor, Putnam Investments, and Merrill Lynch.
CFA Institute survey unpacks industry’s mixed views on artificial intelligence, and how the road to AI + HI is still paved with risk.
The AI-powered regtech by Surge Ventures is raising its game with a new suite of efficiency-boosting workflow tools.
The fast-growing hybrid RIA affiliated with LPL is building up its estate-planning capabilities through its latest wealth technology alliance.
The deal blends the fintech provider’s AI sophistication with an established presence in the asset and wealth management industries.
The firm has secured a $25M funding commitment to support its push to build a unique next-gen approach to asset management.
The firm’s latest partnership expands on its efforts to give advisors at its IBD unit a more diversified investment menu.
The fintech firm has tapped leaders from Schwab, Apex, and Goldman Sachs as it looks to evolve a platform for independent advisors.
