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We need to talk about Method Man and Redman’s performance at Future Proof
"For a conference billing itself as the future and inclusive to all, this was the opposite and seemed tone-deaf,' says one person who attended the concert.
Will Elon Musk’s X take over financial services? Don’t hold your breath
Advisors raise a collective, skeptical eyebrow as billionaire goes where many other Silicon Valley companies have already tried and failed.
Schwab account migration reminds us why Twitter whining should be taken lightly
Both TD Ameritrade and Schwab have been busy addressing migration concerns, but a little perspective would be useful here.
InvestCloud took a shot at Envestnet and missed
The company, which made a significant investment to challenge Envestnet's supremacy among TAMPs, underwent a sudden shakeup in leadership last month.
Please don’t make me download your conference app
It's doubtful many advisors are doing the same due diligence into who produces conference apps and what safeguards are in place that they do with other pieces of their tech stack.
Digital innovation is alive and well at T3 2023
The exposition hall was teeming with newly launched companies and fresh faces making their first appearance.
Fintech Bytes: RBC selects Vestwell, Riskalyze partners with Opto
Plus, BetaNXT acquires Mediant Communications, Advisor360 hires a tech executive from Amazon Web Services, and InvestCloud innovates asset management distribution.
What buzzy fintech innovations can advisors expect this year?
Over the next month, thousands of financial advisors will travel to Florida to learn about the latest technology and how it can improve their practice.
Fintech Bytes: Raymond James, Wells Fargo and Orion
Plus, Holistiplan goes to college, AIMR Analytics releases advisor comparison tool, and GW&K selects PureFacts.
Fintech Bytes: Crypto winter continues
Survey suggests Americans would embrace AI investing; plus news on Facet and Interactive Brokers.
Fintech Bytes: InvestCloud, 55ip and Broadridge
Plus a couple of fintech fundraising announcements and another alternatives platform hits the market.
Fintech Bytes: TD Ameritrade updates trading software, Vanguard enhances robo
Plus Pontera integrates with Envestnet, Tifin announces Morningstar collaboration, and Hearsay adds features to Sites.
Advisors must evolve to survive in the AI era
While advisors are in no immediate danger of displacement, simply repeating the 'people will always need a human advisor' mantra won’t stop the inevitable march of progress.
Fintech Bytes: Cetera partners with Asset-Map, MSCI goes with Google
Plus Morningstar adds investment planning to Advisor Workstation, Element secures $5 million and Kwanti announces an asset screening feature.
Fintech Bytes: Broadridge extends Canadian partnership; startup attracts funding from advisors
Plus First Rate, a Texas-based provider of wealth management technology, has acquired Finantech SpA, a Santiago, Chile-based reporting fintech.
Fintech Bytes: Riskalyze lands AE Wealth; 55ip partners with Frontier; Advisor360 acquires wealthtech
Plus Brad Weber gets Savvy, iCapital adds 100 to its tech team, and Richr launches an advisory service.
Move past fintech buzzwords toward a proactive wealth management future
The industry absolutely loves these terms, but jargon obfuscates, intentionally or not, what the product actually does.
Fintech Bytes: STP acquires WealthSite, Docupace launches productivity tool kit
Plus Stifel turns to KX to enhance analytics and decision making, and digital insurance brokerage Modern Life unveils a new platform for advisers.
Fintech Bytes: Morgan Stanley at Work, Vestwell and Redtail updates
Additionally, BNY Mellon invests in a fixed-income fintech and Broadridge partners with IntraFi on securities-backed lending.
Fintech Bytes: RBC works with Salesforce, Wealthbox integrates with MaxMyInterest
A roundup of the week's top tech news, including MaxMyInterest integrating with Wealthbox, CapIntel's growth and Smarsh hiring new executives.
