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Rate your financial planning softwares and CRM platforms
InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.
CogniCor launches AI-enabled digital assistants for wealth management, insurance
The digital assistants will be driven by Microsoft’s Azure OpenAI Service.
AssetMark launches solution to help advisors unlock tax efficiencies for clients
Firm announces new comprehensive addition to its wealth management platform.
Multibillionaire Thomson eyes greater slice of fintech industry
The venture capital firm of one of the members of the world’s 10th richest family is seeking investments.
Fintech launches annuities platform
Flourish aims to facilitate RIAs’ access to annuities.
How to court Gen Z investors with intelligent automation
Affluent clients want better digital capabilities and personalized offerings, so a super-charged digital business transformation has huge benefits.
Despite more than $2B in fines, financial industry still uses risky communications
Report reveals texting and messaging apps common at RIAs and broker-dealers.
RIAs’ tech wish list for 2024
From Salesforce to eMoney, here are the tools advisors are using to drive growth this year.
The biggest TAMP is looking for a CEO. Could an outsider satisfy investors?
As Envestnet searches for a new leader, it may also be exploring a sale of Yodlee, its data aggregator.
Envestnet co-founder Crager to step down as CEO
Bill Crager has led the firm since 2019, and his departure follows more than a year of significant developments at the fintech.
Can AI explain annuities better than a human advisor?
This AI product doesn't want to take your job, and it might make it easier.
Prospecting for clients the ‘old-fashioned way’
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches.
Tifin, Franklin Templeton partner on financial wellness solution
Tifin @Work is an advice platform powered by AI that plan sponsors can provide to their employees.
What do regulators have in store for financial services in 2024?
With lots of new and existing regulations to deal with, as well as the challenges posed by AI, it's shaping up to be a strenuous year for compliance executives.
What’s behind Vestwell’s $125M Series D funding?
CEO Aaron Schumm talks about the long game in the state-plan market and mentions that Vestwell is exploring lifetime income.
AI-driven advanced planning solution joins forces with Orion
Partnership saves advisors time as there is no need to manually enter client data, says FP Alpha.
Top trends shaping advisor business growth in 2024
Envestnet reveals what it believes will shape the industry in the coming year.
New tool enables certification of SEC Names Rule compliance
Fintech says its solution provides greater scrutiny of ESG claims.
Envestnet exploring sale of Yodlee
The data aggregation firm was purchased by Envestnet in 2015 for about $590 million.
Catchlight eases chase to catch prospects
The AI-powered tool is helping advisors save time by assessing potential leads.
