Displaying 4478 results
Tifin AG bolsters partnership with RBC’s US wealth arm
Fintech program aims to help advisors get ahead of opportunities to grow assets using AI.
Cetera partnership promises 360-degree view of clients’ finances
Wealth giant says advisors will benefit from industry-leading data integration across brokerage, trust, and digital banking accounts.
Orion, DPL join forces to offer commission-free annuities to advisors
Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities.
Partnership announced that aims to transform RIA channel
Invesco and Vestmark combine forces to enable greater portfolio personalization and tax management.
Chicago RIA unveils partnership with iCapital
The collaboration will allow the firm to offer more alternative invesstments to clients.
Envestnet sees Q4 bump with surge in nonrecurring revenue
The company’s annual revenue was virtually unchanged from 2022 even as it faced challenges from ballooning operating expenses.
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.
