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Advyzon strikes up another tech collaboration
The fintech is helping to simplify client account administration for advisors through a new platform integration with Apex.
Commonwealth tech partnership focuses on advisor succession
The wealth management giant is rolling out a platform to connect buyers, sellers, and partners seeking M&A opportunities.
EY report highlights key wealth management trends
Financial advisors should continue focusing on private markets, AI and personalization, according to the report.
New role announced for Nitrogen co-founder and former CEO
Aaron Klein brings two decades of experience to wealthtech consultancy.
Nitrogen revamps enterprise fintech suite
The wealth technology provider unveils upgrades for advisors and firms, including a proprietary Won With Nitrogen asset growth metric.
‘Sobering’ report shows increasing reach of fintech over traditional firms
About a quarter of Americans have tried a tech-based savings or investing service, and companies with scale are getting the most business, a report from Hearts & Wallets finds.
FusionIQ partnership broadens regulated crypto access for advisors
The collaboration with Anchorage Digital, home to the only federally regulated digital asset bank, will give advisors a single platform offering digital assets along with traditional investments.
Fintech Pontera partners with Captrust
Deal with RIA giant will provide financial advisors with more advanced tools to manage client assets held in retirement plans.
Advyzon takes personalized portfolios further in new TAMP partnership
The wealth tech provider is teaming up with Nebo Wealth to create an automated end-to-end solution for RIAs.
Citi hails private fund tokenization pilot as a success
The proof of concept could accelerate blockchain tech on Wall Street.
Can generative AI help advisors with personalization?
New survey unveils challenges in client engagement, and the potential advantages of cutting-edge technology.
iCapital expand advisors’ access to alternatives platform
Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.
SEC’s Gensler cautions against overblown claims about AI
The SEC chair warned companies against 'AI washing' when they talk to investors about their use of the technology.
Foundation Source makes acquisition to boost charitable giving solutions suite
Technology firm says the deal will help it provide specialized support to advisors, donors, and non-profits.
Succession planning platform Capitaliz names North America president
Jared Johnson joins the exit planning-focused fintech as business owners and financial advisers face a continuity crisis.
Orion broadens access to high-net-worth investment strategies
The fintech provider is strengthening its commitment to fiduciary advisors with expansion to its portfolio solutions platform.
Philanthropy fintech teams up with values-based wealth firm
Partnership will allow faith-based advisors to offer clients custom DAF solutions and engage in comprehensive charitable giving.
Citi, State Street enhance ETF automation for global growth
Firms are bolstering their platforms ahead of faster settlements.
Tifin AMP answers asset managers’ data challenges with new AI platform
Latest fintech solution brings together AI and data fabric capabilities to mine insights from multiple information sources.
Last call: 5-Star Financial Planning Software and 5-Star CRM Platforms
InvestmentNews’ inaugural 5-Star Financial Planning Software and 5-Star CRM Platforms is closing Friday.
