Displaying 4482 results
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.
Why TAMPs are ‘a powerful tool’ for advisors
Advisor says TAMPs are like ‘a spectrum with dozens of capabilities’ at final RIA Lab event for 2023.
Private equity investors positive on AI, SEC’s private funds rules
LPs are using the technology more and also keen to invest in AI firms.
How recent tech trends are affecting wealth management
Wealthtech trends have a big impact on the overall wealth management industry — and how wealth managers serve and engage with clients.
Altruist helps advisors connect their tech with several powerful new integrations
The aim is to make critical workflows simpler and streamlined.
Panel suggests SEC use existing rules to address advisor AI conflicts
'You don’t need to reinvent the wheel here. You’ve got the building blocks to address [AI and predictive data analytics] concerns,' says a member of the advisory committee.
Pontera raises another $60 million
Latest funding round for fintech platform allowing advisors to manage clients’ held-away assets is led by Iconiq.
Online brokers misstep in securities lending: Finra
'Who were the accountants? Lending securities can be lucrative,' a compliance executive says.
Young advisors welcome AI, but regulatory concerns restrict its use
'We all have too much to lose in reputation,' warns one CEO. 'It’s not worth it.'
Intelligent charitable planning: The next big thing in wealth
Advisors, employers and DAFs can make everyone a philanthropist.
Envestnet rides boom in model portfolios
The firm's platform offers around 2,000 customized products from some 150 asset managers, tapping into rising demand for bespoke portfolios.
Fintech aims to shake up how alternative asset firms connect with wealth managers
The platform enables connection without intermediaries, creates distribution partner opportunity.
Consumers like these wealth apps best, J.D. Power says
On the surface, there isn't much difference, but results people get from planning services can vary wildly.
Wealthfront reaches $50B AUM milestone, 2023 revenue growth near 140%
Automation and a focus on delivering value to clients are secret to success.
TAMP is ‘a misused term’
Adhesion Wealth’s Barrett Ayer highlights problems related to TAMPs – and a solution – in advance of RIA Labs webinar.
Rate your technology providers now
InvestmentNews begins its search for the top fund providers and investment research platforms in the industry.
Nitrogen names new CEO as Aaron Klein steps down
Dan Zitting, who succeeds Klein as CEO, is former president of Galvanize.