The financial planning software provider owned by Fidelity has added a data-syncing and integration boost to one of its key programs.
The fintech provider’s latest funding round, which also includes Alumni Ventures and Vanguard, will support its continued growth and AI push.
The two TAMPs are collaborating to give RIAs customized and easier access to private equity, venture capital, real estate, and private credit.
Wealth tech provider unveils mid- to enterprise-level marketing platform, taps Altruist and Schwab vets to support larger RIAs and BDs.
The fintech firms’ new platform aims to help RIAs address UNW clients’ needs with advanced portfolio rebalancing, SMA capabilities, and more.
The fintech platform has added new products to help advisors dig deeper into an estimated $8B planning opportunity.
The estate planning tech platform is differentiating itself with new subscription options for its services.
The Florida-based fintech has added new asset managers and strategies, including just over a dozen SMAs from Invesco, to its platform.
The firm founded by a veteran long-short strategist is putting mean reversion at the center of its portfolio management.
The retail fintech's CEO says it has filed a "high-quality" response to the regulator's query as it beat earnings expectations.
The $31.5B RIA and New Jersey-based branch office is helping its advisor community navigate the journey of continuity and succession planning.
The serial technopreneur is joining as the newest member of the enterprise wealth tech firm’s board of directors.
Schwab and Fidelity users vent on social media as thousands report issues with accessing their accounts.
Natalie Wolfsen talks advisor input, AI, and the arrival of Gen Z.
Fidelity's financial planning fintech has rolled out a slew of updates to empower greater collaboration between advisors and their clients.
The new fintech integration aims to streamline the data collection process for tax planning-focused advisors.
The wealth tech firm’s latest strategic collaboration will help advisors bridge an industry-wide gap for entrepreneurial clients.
The wealth tech firm says its new institutional-caliber compliance engine will help users save time on a traditionally tedious task.
New survey reveals a growing reliance on artificial intelligence, with Gen Z Americans leading the way.
The fintech firm is doubling down on its mission to raise estate planning awareness with the relaunch of its learning program.
