Displaying 31 results
Betterment bolsters advisor offering with enhanced XYPN partnership
The wealth tech provider is giving fee-only advisors access to more resources and lowering barriers for those just getting started.
FusionIQ launches platform for breakaway advisors
From portfolio management to compliance and client onboarding, the new offering takes direct aim at common headaches for independent practices.
Tech-focused wealth firms win on multiple counts, says Fidelity
Survey of more than 400 advisors reveals impact of technology on client growth, AUM expansion, and service delivery.
Tech-heavy advisor practices have a performance edge: Cerulli
Survey research finds heavy users tend to grow faster as advisors report greater operational efficiency and productivity in serving clients.
Trust & Will forges strategic partnership with LPL
The digital estate planning platform is set to triple its reach as it rolls out across LPL’s network of more than 22,000 advisors.
GTCR set to snap up AssetMark
The private equity firm unveiled plans to take the TAMP provider private, valuing the company at $2.7B.
Tifin taps another LPL leadership alum to its C-suite
The leading AI and wealth technology provider has announced Jeannette Kuda as its new chief operating officer.
Advisor360 taps veteran Mike Fanning as CEO
The former head of MassMutual US is stepping in as the fintech platform provider plans next chapter.
Tifin taps former LPL exec to serve as president
The AI-driven fintech has hired LPL’s former head of wealth management solutions to lead revenue growth and build key partnerships.
Apex declares liftoff for new ACATS protocol
Fintech hails landmark transaction’s potential to create ‘more efficient, flexible account transfer services’ as key deadline looms.
iCapital strikes private-credit partnership with Bain
Fintech platform for alts is teaming up with global credit manager to extend its reach among advisors and high-net-worth investors.
Baird simplifies alts platform with new CAIS partnership
The firms are deepening their longtime tech collaboration to create a unified alternative investments solution for Baird's more than 1,300 advisors.
FusionIQ launches unified investment platform
The new platform brings together various investments including digital assets, special purpose vehicles, and ETFs.
When does proprietary tech make sense for RIAs?
Joint research by F2 Strategy and Dynasty Financial explores trade-offs between in-house, all-in-one solutions, or custodial-dependent models
Betterment adds mutual funds for custom portfolio builders
The wealth tech provider is revamping its RIA custody offering for advisors by adding thousands of mutual funds.
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.
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.
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.
Tech team-up aims to ease payment pain for advisors
Fintech firm co-founded by Michael Kitces strikes partnership to streamline workflow for fee-based financial planners.
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