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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.
The latest in financial #AdvisorTech — November 2023
This month’s highlights include Practice Intel’s new ‘growth platform,’ FinanceHQ’s new lead generation platform and RIA startup Farther’s latest funding round.
Top VC firms pledge responsible strategy on AI startups
Coalition says it wants to ensure it funds firms with strong guardrails.
Tech-forward advisors serve clients better: Study
The combination of technology and the use of financial psychology 'creates better client outcomes,’ eMoney manager says.
Giant bank goes old school as hack bites
Regulators, governments try to assess fallout as suspected Russian cyberattack creates mayhem.
AssetMark revenue hits all-time high in Q3
AssetMark also announces a partnership with Cheetah, an Accutech company.
Older clients at high risk of cybercrimes, lost $3.1B in 2022 alone: Report
Lower levels of digital literacy among older Americans leave them vulnerable.
Gensler says proposal on AI conflicts aligns with Reg BI
'We're not trying to change Reg BI or change the fiduciary guidance,' the SEC chair says at SIFMA's annual conference.
SS&C adds new CRM tech for advisors
The new module on the Black Diamond wealth platform comes with key features like a workflow manager and email integration.
Morningstar, Envestnet team up to revolutionize IRA advisory space
New solution will enable asset managers to empower small-balance IRA holders.
Asset manager websites ‘not keeping up with current trends’
One-fourth of advisors say the websites of asset management firms aren't meeting their basic needs, a J.D. Power study shows.
Maximizing client value: Why firms should upgrade their data aggregation
Harnessing a personalized, data-centric approach has proven effective in helping financial advisors retain clients and drive business growth.
Future of advisor platforms is services
While platforms aren't able to differentiate themselves by their technology, they can profit by providing support services that firms need.
More tech coming for Schwab advisors
The process of moving TD RIAs onto Schwab's platform was 'imperfect,' says CEO Walt Bettinger.
How social media powered millennial-focused practice
Thomas Kopelman believes in the power of social media to allow advisors to connect with clients genuinely seeking financial guidance.
