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Reassessing cybersecurity in a changing world
As the industry waits for the Securities and Exchange Commission’s final rules on cybersecurity, RIAs can take steps now to better safeguard themselves and their clients.
Citadel Securities, Virtu form crypto plan with Fidelity, Schwab
The crypto offering, still in its early development, could be available late this year or early next.
Envestnet President Stuart DePina stepping down as part of larger reorganization
The tech giant is restructuring itself into three segments: Envestnet Solutions; Envestnet Data and Analytics; and Envestnet WealthTech.
Paxos to help broker-dealers introduce crypto trading to advisers
The blockchain infrastructure company is launching a business aimed at introducing cryptocurrency across a broker-dealer's workforce of financial advisers.
Limra, Verisk team up to improve fraud detection and prevention
The effort is designed to address the growing prevalence of account takeover fraud.
Fintech Bytes: AdvisorEngine, eMoney and Invesco’s intelliflo
Catch up on the highlights from this week in fintech news.
Savant invests $3 million to help Australian fintech expand into US wealth market
Australian fintech Lumiant provides a digital client portal and engagement technology for advisers, and RIA Savant will be its first US customer.
Envestnet buys 401kplans.com, expanding retirement offerings
The company said the deal underscores its ongoing commitment to the retirement plan industry and to investing in technologies that enhance its 'financial wellness ecosystem.'
United Planners adopts private network solution
The independent broker-dealer says the cybersecurity system from cleverDome offers more control than a virtual private network.
Fintech Bytes: iCapital, Morningstar, RIA in a Box
For some additional reading material in between cookouts and baseball games this weekend, here are the rest of the week’s adviser fintech headlines.
Fintech unicorn Vise partners with Morgan Stanley alum’s new RIA aggregator
Vise, a startup that provides advisers with custom indexing and automated portfolio management, is looking to boost growth by partnering with a new RIA aggregator.
Don’t let an off-kilter tech stack crumble a deal
Technology has become a deciding factor in today’s M&A, so if you're preparing a firm for acquisition, it’s clear that tech is where you want to make that strategic investment.
Bill Winterberg returns to adviser fintech at AdvicePay
Winterberg will serve as vice president of financial planning growth at AdvicePay, the fee-payment-process technology created by XY Planning co-founders Michael Kitces and Alan Moore.
Advisers getting better at social media, but still have work to do
A new study analyzing social media posts from across the financial services industry found that while posts about a firm's or adviser's stance on issues are the most engaging, they account for only 1% of total posts.
Fintech Bytes: Fidelity, Riskalyze, Snappy Krakken
A roundup of quick news items for the weekend, along with a bit of commentary from yours truly.
Digital brokerage Ally Invest launches human wealth management
Investors with a minimum of $100,000 can receive financial planning and ongoing guidance from an adviser for an annual fee ranging from 0.75% to 0.85%.
iCapital receives patents for data security innovations
Financial advisers are increasingly worried about securing client information and the consequences of a data breach, but iCapital has a new idea about how to make it safer for advisers to access its network of alternative assets.
Smarsh acquires tech to help firms monitor messaging apps
The Telemessage technology, combined with existing services from Smarsh, will assist in the ongoing struggle to monitor private messaging apps used by employees at financial services firms.
The latest in financial #AdviserTech — May 2022
This month’s #AdviserTech roundup looks at Orion’s acquisition of Redtail CRM, Advyzon’s launch of its Quantum Rebalancer, RightCapital’s new one-page Financial Plan Snapshot and Vanguard’s partnering with American Express.
Take 5: Chris Weyrauch on Citizens’ plans to expand its presence in wealth management
InvestmentNews spoke with Weyrauch about his role at Citizens and the firm’s vision for growing its financial advisory business.
