Blockchange, a San Francisco-based fintech specializing in digital asset investing tools for financial advisers and asset managers, has integrated its BITRIA Digital Asset TAMP with Morningstar’s ByAllAccounts client account aggregation offering.
The integration allows Blockchange’s separately managed account partners “to better serve the needs of financial advisers and their clients, who will be able to access digital asset data within platforms they already use,” the company said in a release.
Firms that use Addepar, Black Diamond Reporting, Envestnet Tamarac, Orion Advisor Services, Morningstar Office, eMoney Advisors or any of the 22 portfolio accounting platforms that integrate with Morningstar ByAllAccounts for performance reporting will benefit from the integration, Blockchange said.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
