Displaying 58 results
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.
Arch enhances private market investing solution with AI
The firm aims to make processes easier for advisors and investment managers.
Fidelity launches organic growth platform
New offering provides advisors with tools to help them acquire new business and expand their relationships with clients.
Fintech takes aim at industry’s texting-breach plague
Serial fintech entrepreneur Larry Shumbres leads the veteran leadership team launching an AI-powered compliance solution.
Stride’s portable benefits push expands to Utah
Through key state legislation, the fintech firm has secured strong support for its pioneering benefits program.
Online brokerage Firstrade opens floodgates to fractional shares
Digital investment platform’s new service unlocks low-cost fractional trading on thousands of individual stocks and ETFs.
Pontera extends 401(k) platform with Ameritas alliance
The fintech will provide access to its workplace retirement account platform for advisors at the firm.
Luma forges annuity management alliance with Pershing
The partnership will unlock educational resources, analytics, and tools to help advisors manage annuity sales on Pershing’s platform.
Elements woos more fee-only advisors with XYPN tie-up
Partnership expands access to financial planning tech and in-depth practice management training for over 1,800 independent planners.
iCapital eyes alts domination with Mirador acquisition
The deal for the data aggregation and reporting leader will create an end-to-end solution for HNW advisors and wealth firms.
How can RIAs use technology to become more efficient?
Upcoming RIA conference will address how advisors can build and leverage the appropriate tech stack and use AI to better their practice.
SEI launches multicustody capability for US wealth platform
The latest upgrade to platform gives an integrated view of clients’ financial picture, including held-away assets.
Voyant sweetens its wealth tech suite with new tools
The fintech provider has added features to support Social Security income planning, Roth conversions, and life insurance planning.
Behavioral finance meets AI with launch of new fintech platform
Partnership promises 'future of financial advice’ with digital assistant that helps to deepen advisors’ understanding of clients.
Firms and advisors need an alt-friendly tech solution
As alternative investments grow in popularity, firms and advisors will need tech that enables them to provide better service to clients exposed to such assets.
Nine-tenths of advisors feel underserved on tech
Orion survey finds just over half of advisors will invest more in client-facing technology, while three-tenths are looking at AI and machine learning.
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.
Eaglebrook unveils new crypto SMA partnership
The crypto investment platform for RIAs is offering its SMA capabilities through a Colorado-based independent wealth firm.
Tech provider Vanilla unveils estate planning scenarios tool
The platform’s latest offering lets advisors clearly visualize the potential tax impact of GRATs, SLATs, and other planning strategies.
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.
