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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.
Advyzon eyes next leg of growth with executive hires
The fintech’s new leaders includes a former head of third-party integration at Schwab Advisor Services.
Advyzon strikes up another tech collaboration
The fintech is helping to simplify client account administration for advisors through a new platform integration with Apex.
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.
Performance-based fees gaining ground among advisors, study says
But advisors say traditional AUM fees are still the primary model.
Advisors pulled out of equities, increased exposure to alts in 2022
Just because alts have been democratized doesn’t mean they're a fit for everyone, advisor warns.
How to get started with automation
There's a fair amount of legwork that needs to happen to get firms to the point where automation is possible.
T3 2023: Few firms adopting cybersecurity tools
Also at this year's conference, MoneyGuide founder Bob Curtis returns with a vision for a new fintech, while executives from Envestnet and Advisor Engine provide updates.
Stock pullback has more advisers diversifying away from asset-based fees
As account balances shrink in stride with the financial markets, RIAs are increasingly embracing flat-fee pricing.
How to make the most out of video calls
If you’re one of the many advisers thinking about making this practice a regular occurrence, make sure the experience is both high quality and compliant.
The latest in financial #AdviserTech — May 2022
This month’s #AdviserTech roundup looks at Orion’s acquisition of Redtail CRM, Advyzon’s launch of its Quantum Rebalancer, RightCapital’s new one-page Financial Plan Snapshot and Vanguard’s partnering with American Express.
The latest in financial #AdviserTech — April 2022
This month’s #AdviserTech roundup looks at Wealthbox's funding round and the transition in advisory firms' use of CRM systems, Summit Wealth Systems' attempt to build the next generation of performance reporting, and Advyzon's new TAMP.
Advyzon launches turnkey asset management platform
Advyzon Investment Management will provide advisory tools to manage front- to back-office operations, such as investment decisions on portfolio and model allocations, tax planning and reporting, and rebalancing tools.
