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.
The transaction, set to complete in the first half of next year, will give the online trading giant access to a platform supporting 350 advisory firms managing more than $40 billion in assets.
The wealth tech giant's latest rollout of much-requested updates will enhance its support for Schwab affiliated advisors.
The fintech giant's upcoming all-in-one solution for UHNW clients and family offices combines portfolio management, performance reporting, and CRM into a unified interface.
The wealth tech firm says new COO will be "invaluable" in addressing firm's rising demand for next-generation portals and AI functionality.
The fintech's move to integrate both life insurance and annuities promises to enable more comprehensive financial planning among advisors.
The giant RIA platform's new turnkey multi-manager program offers automated, tax-aware options to manage $5 billion in assets across its partner firms.
The platforms' alliance will address a major barrier for DPL advisors that want to incorporate annuity and insurance products into their practices.
