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Advisor360 taps veteran Mike Fanning as CEO
The former head of MassMutual US is stepping in as the fintech platform provider plans next chapter.
Advisor360 boasts productivity-boosting platform upgrades
An enhancement to a reporting module has made a key compliance process 90% faster, wealthtech provider says.
Bad tech is bad for advisors’ business
44% of advisors have left a firm because of poor technology, Advisor360 survey finds.
Fintech Bytes: RBC selects Vestwell, Riskalyze partners with Opto
Plus, BetaNXT acquires Mediant Communications, Advisor360 hires a tech executive from Amazon Web Services, and InvestCloud innovates asset management distribution.
The latest in financial #AdvisorTech — February 2023
The month's highlights include Elements adding $5 million more in funding, TradingFront shutting down and Zoe Financial launching a TAMP for advisers in its lead generation network.
Fintech Bytes: Riskalyze lands AE Wealth; 55ip partners with Frontier; Advisor360 acquires wealthtech
Plus Brad Weber gets Savvy, iCapital adds 100 to its tech team, and Richr launches an advisory service.
Growth or flexibility? Fintechs must choose
Fintechs may find themselves mimicking some of the same strategies advisors use to demonstrate the value they bring to clients during difficult markets.
Bad tech costs advisers money and clients
Though 58% of the advisers and executives surveyed classified their technology as 'modern,' 65% reported losing business because of outdated software.
Coming to a firm near you: An optimized digital wealth experience
Firms are constrained by legacy technology stacks, and it's not easy for them to pivot and deliver the connected digital wealth experience their advisers want.
