Displaying 42 results
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.
Boston wealth firm breaks new ground in portfolio personalization
New solution for RIAs and family offices speeds up investment management with innovative household wealth optimization feature.
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.
Can generative AI help advisors with personalization?
New survey unveils challenges in client engagement, and the potential advantages of cutting-edge technology.
Keep the focus on clients, not profits, with your tech stack
Advisers must be able to offer exciting technology tools, while emotionally connecting with clients, according to industry experts.
Orion adds trio of execs to C suite
Orion President Noreen Beaman outlines how the three new hires align with the fintech's future growth trajectory. The move comes almost one year after the Brinker Capital merger in June.
Oppenheimer’s tech stack gets a makeover with InvestCloud
The broker-dealer tapped InvestCloud to speed up client onboarding and retention for the firm's 1,000 advisers
Fidelity tests virtual reality simulators for new employees
Designed to enhance new employee engagement, users created their own avatars and participated in scavenger hunts to socialize with fellow trainees
Advisers, please stop calling everything AI
The hype sometimes overshadows the actual returns on investment the technology is creating for financial advisers
Tech spending on digital marketing is just the first step
Firms that find the most success are those that have engaged and nurtured a community for years
