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What 2021 has taught us
The six major industry developments of 2021 truly reflect news-making markers in the areas of regulation, investments, taxes, technology, retirement plans and the economic condition of the advice business.
Fintech, direct indexing are bringing ESG into focus
Research shows technology and customization are helping investors deal with the lack of clarity in the ESG space.
The latest in financial #AdviserTech — October 2021
This month’s #AdviserTech roundup includes Franklin Templeton’s purchase of O’Shaughnessy Asset Management and its Canvas direct index platform; Morningstar’s acquisition of Moorgate Benchmarks; Betterment for Advisors’ shift from TAMP to RIA custodian competitor; and the SEC’s inquiry into when fintech-driven nudges become bona fide investment advice.
Franklin Templeton buys $6.4 billion money manager O’Shaughnessy
The deal makes Franklin the latest fund company to strike a deal for a direct indexing business. O'Shaughnessy's custom indexing unit, Canvas, has amassed $1.8 billion in assets since it started in 2019.
The latest in financial #AdviserTech — August 2021
This month's #AdviserTech roundup includes Vanguard’s move into direct indexing, Vestwell’s $70 million capital round, and Simon Markets’ additional funding for its marketplace of risk-hedged investment solutions for advisers.
Direct indexing emerges as must-have tool for tax management, ESG investing
The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.
The future of investing is personal — and it’s already here
In the past year alone, Goldman Sachs Group Inc., Morgan Stanley & Co., BlackRock Inc. and Charles Schwab & Co. have all expanded their direct-indexing capabilities and are jockeying for the next generation of investors.
Vanguard to acquire Just Invest and offer direct indexing
The asset manager said the direct indexing tools it will offer after the acquisition will build on a pilot program it has been offering to RIA clients that's powered by Just Invest.
The latest in financial #AdviserTech — June 2021
This month's #AdviserTech roundup includes a fundraising round by lead generation service Zoe Financial, as well as news about Tifin Group, Altruist, Vice and InvestCloud.
Tesla FOMO puts focus on direct indexing
The electric car maker is about to join the S&P, but investors in S&P 500 index funds have missed a huge rally in the company’s shares
Motif brings direct indexing to investors with as little as $10,000
The product is only available initially on Motif's consumer-facing platform, but the company plans to make it available to financial advisers in the future.
