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Voyant sweetens its wealth tech suite with new tools
The fintech provider has added features to support Social Security income planning, Roth conversions, and life insurance planning.
Behavioral finance meets AI with launch of new fintech platform
Partnership promises 'future of financial advice’ with digital assistant that helps to deepen advisors’ understanding of clients.
Firms and advisors need an alt-friendly tech solution
As alternative investments grow in popularity, firms and advisors will need tech that enables them to provide better service to clients exposed to such assets.
Fintech iPipeline unveils annuity order tracker
In a first for the industry, the platform offers advisors the ability to manage annuity purchases from multiple carriers in real time.
Neuberger Berman inks direct indexing deal with Key Wealth
Wealth management firm adds custom SMA platform to its shelf of proprietary portfolio products for high-net-worth and ultra-high-net-worth clients.
Orion beefs up tech shelf with new BeFi tool
Fintech unveils new tools focused on behavioral finance, estate planning and client trading oversight.
Tifin taps ex-BlackRock exec to lead advisor AI platform
Fintech firm names industry veteran to CEO role as conversational AI for investments comes into focus.
Morgan Stanley’s Jeff McMillan named firm’s AI head
Financial services giant seeks to bolster its tech leadership with newly created artificial intelligence role.
Digital maturity gap in financial services has grown wider
Firms that are leaders in technology transformation are breaking away from the pack on generative AI and skills development, Broadridge survey shows.
FusionIQ appoints former Fidelity leader as senior strategic advisor
Industry veteran will engage with wealth managers and help enhance platform.
Nine-tenths of advisors feel underserved on tech
Orion survey finds just over half of advisors will invest more in client-facing technology, while three-tenths are looking at AI and machine learning.
Diversify enhances in-house platform amid growing advisor adoption
Firm says it can do better than the 'limitations' of other investment platforms.
Independent Financial Group deepens tech ties with Envestnet
The broker-dealer is ramping up support for its advisor affiliates with new lending, planning, and investment integrations.
Fintech Flourish expands fee-based annuity shelf
The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.
Eaglebrook unveils new crypto SMA partnership
The crypto investment platform for RIAs is offering its SMA capabilities through a Colorado-based independent wealth firm.
Tech provider Vanilla unveils estate planning scenarios tool
The platform’s latest offering lets advisors clearly visualize the potential tax impact of GRATs, SLATs, and other planning strategies.
Apex soups up tech offering with AdvisorArch acquisition
The deal promises enhancements to its RIA custody and execution platform, including industry-leading direct indexing and automated rebalancing.
Just Futures takes social justice to retirement plans
In partnership with fintech platform Vestwell, the public benefit firm is bringing its values-driven 401(k) and 403(b) plans to market.
Orion forges alternatives partnership with CAIS
The integration will give Orion’s advisor users more access to alts products, services and resources.
Advyzon eyes next leg of growth with executive hires
The fintech’s new leaders includes a former head of third-party integration at Schwab Advisor Services.
