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On Technology

Technology Editor Ryan W. Neal breaks down the latest fintech products, trends and opines on the biggest stories hitting the adviser technology world. Also see: Michael Kitces’ #AdviserTech monthly column.

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Fintech Bytes: Crypto collapses, Envestnet eyes custody business, SEI adds UMAs

A roundup of the week's top fintech news, including crypto's collapse, Envestnet's custodian plans and SEI adding UMAs.

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Fintech Bytes: Envestnet, Addepar, FLX Networks and more

A roundup of some of the fintech headlines you may have missed this week.

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Fintech Bytes: Robo-adviser launches university, Orion boosts marketing

Here are the rest of this week's financial technology headlines, besides the ones about Elon Musk buying Twitter.

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Fintech Bytes: Morgan Stanley AI, Docupace hires Lori Hardwick, and Franklin Templeton integrates LifeYield

Here are some of the other fintech headlines you may have missed this week.

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Fintech Bytes: FMG launches marketing tool, Riskalyze integrates with financial planning startup

A roundup of the rest of the week's fintech headlines, including news from Tidal Financial, FA Match and Aspida.

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Fintech Bytes: Fidelity integrates with Salesforce; RightCapital launched new tool

Here's a roundup of some of the adviser fintech news you may have missed this week.

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Ritholtz’s Future Proof festival isn’t just a day at the beach for wealth management

While many were skeptical about Advisor Circle and Ritholtz Wealth's idea for a 'wealth festival,' Future Proof could become the industry's next big event.

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Fintech Bytes: Cetera using Broadridge’s new tech, Orion reorganizes

A roundup of the week's fintech news includes Cetera's adoption of Broadridge's new digital communications tool, Orion's reorganization and Morningstar's attempt to make sustainable investing more engaging.

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Fintech Bytes: InvestCloud updates NaviPlan, Goldman completes NextCapital deal

For your Labor Day weekend reading, here are some fintech updates from the past week.

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SoFi has built a fintech juggernaut, and it’s time advisers started paying attention

The firm was founded in 2011 to help refinance student loan debt but now offers an array of products, including mortgages, personal loans, insurance and a robo-adviser.

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Fintech Bytes: SEI, SMArtX and Vise

A roundup of this week's adviser fintech news, including SEI's introduction of a cloud-based database and SMArtX's partnership with Flyer.

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Fintech Bytes: Dynasty partners with Pontera, Orion joins up with Apex

A roundup of the week's fintech news for financial advisers.

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Fintech Bytes: Envestnet, RIA in a Box and Yieldstreet

A roundup of this week’s fintech headlines includes a record year for Envestnet's college program and RIA in a Box partnering with LinkedIn on compliance.

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Fintech Bytes: Robinhood layoffs, BlackRock partners with Coinbase

Some startups have already made moves to prepare for an extended bear market, but now the crunch is coming to more established fintech brands.

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Fintech Bytes: FutureProof, Tifin, Docupace and Envestnet

Here's the rest of the week’s news from the adviser fintech companies that aren’t on vacation.

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Fintech Bytes: eMoney partners with Nationwide, Onramp closes funding

A roundup of the week's fintech developments, including news from eMoney, Onramp Invest, Tifin, Panoramix and iCapital.

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Wirehouses ready for their ‘Empire Strikes Back’ moment on adviser fintech

Morgan Stanley revealed its fully armed and operational adviser fintech ecosystem at a recent media event in New York City.

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Fintech Bytes: SEI partners with Holistiplan, IAA launches tech firm

The adviser world returned from the July 4 holiday ready to spend some money on technology.

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Fintech Bytes: Ric Edelman partners with Flourish, American Century gets a robo

For your three-day weekend reading, here's a recap of some of the adviser fintech news you may have missed.

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Fintech Bytes: Bento Engine, RIA in a Box and Wealthramp

Here are the rest of the week’s fintech stories.