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Orion’s TAMP crosses $60 billion with latest deal
Orion Advisor Solutions is expanding its TAMP capabilities by acquiring TownSquare Capital, a boutique investment and trading firm.
Transamerica offers absence-management tool
Effort will help client companies manage disability leaves, other workplace absences and reduce administrative burden for human resources staff.
New technology helps advisers convert prospects into clients
Less than half of advisers are keeping track of how many of their prospects become paid clients.
T3 2022 recap: Top takeaways from the adviser fintech conference
What the advisory industry will look like after the pandemic was a major theme at the conference.
Advisor Group adds CAIS alts platform
The addition gives access to a menu of alternative investment products, including hedge funds, private equity, real estate and private credit.
J.P. Morgan launches direct indexing for RIAs
The Tax-Smart Separately Managed Account Platform lets advisers customize portfolios based on strategies created by J.P. Morgan’s index team.
Franklin subsidiary rolls out more custom ESG tweaks for SMAs
The service has more data visualization, ESG-specific performance reporting and allows country exclusions.
Only men took the stage on first day of T3 conference
Of the 19 speakers scheduled to speak on the first day of the fintech-for-advisers event, only one was a woman.
Providing seamless digital experiences will help clients succeed in the long term
Advisers should provide a holistic, hyper-personalized view of a client’s entire financial life, complete with data-driven recommendations.
Envestnet president Stuart DePina expected to depart
Speculation about DePina's future with the company has circulated since reports surfaced that Envestnet is exploring a sale to private equity.
Advisers are thrilled about Elon Musk’s bid to buy Twitter
The advice industry's usual fears and concerns around tech M&A have been replaced with unbridled enthusiasm.
BlackRock pushes three investing themes
The asset manager says the new consumer, an industrial renaissance and medical innovation are areas where changes have exposed 'underestimated investment opportunities.'
Altruist to launch direct indexing model portfolio
Fintech sets $2,000 minimum for new offering, Altruist Strategist Suite, which will bow by June.
Orion buys CRM provider Redtail
The transaction is expected to close in the second quarter, with Redtail CEO Brian McLaughlin becoming president of Orion.
Morningstar Office users now can manage held-away accounts
The deal with fintech Pontera provides ability to do more complete household reporting.
AI can help amid industry consolidation, staffing shortages
While artificial intelligence is often seen as a job killer, the Great Resignation has spotlighted the limitations of support and integration operations reliant on traditional workforces and approaches.
Goldman Sachs sees US recession odds at 35% in next two years
The Fed’s main challenge is to reduce the gap between jobs and workers, and to slow wage growth to a pace consistent with its 2% inflation goal.
The latest in financial #AdviserTech — April 2022
This month’s #AdviserTech roundup looks at Wealthbox's funding round and the transition in advisory firms' use of CRM systems, Summit Wealth Systems' attempt to build the next generation of performance reporting, and Advyzon's new TAMP.
Advisor360 upgrades new-account processing
Automated Document Bundling detects, enriches and batches new-account documents.
Envestnet embraces remote work in move from Chicago
The 23-year-old management software company is moving its headquarters to Berwyn, Pennsylvania, while offering employees 'maximum flexibility.'
