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Tech-focused wealth firms win on multiple counts, says Fidelity
Survey of more than 400 advisors reveals impact of technology on client growth, AUM expansion, and service delivery.
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.
Trust & Will forges strategic partnership with LPL
The digital estate planning platform is set to triple its reach as it rolls out across LPL’s network of more than 22,000 advisors.
Tifin taps another LPL leadership alum to its C-suite
The leading AI and wealth technology provider has announced Jeannette Kuda as its new chief operating officer.
Advisor360 taps veteran Mike Fanning as CEO
The former head of MassMutual US is stepping in as the fintech platform provider plans next chapter.
Summit sharpens HNW focus with souped-up alts platform
RIA unveils partnerships with leading tech and alts providers to arm advisors with a range of alternative investment options.
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.
FP Alpha and PreciseFP unveil new tech partnership
The new alliance allows more advisors using financial planning software to leverage AI by removing a key friction point.
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
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.
Advyzon strikes up another tech collaboration
The fintech is helping to simplify client account administration for advisors through a new platform integration with Apex.
Fintech Pontera partners with Captrust
Deal with RIA giant will provide financial advisors with more advanced tools to manage client assets held in retirement plans.
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.
Philanthropy fintech teams up with values-based wealth firm
Partnership will allow faith-based advisors to offer clients custom DAF solutions and engage in comprehensive charitable giving.
The latest in financial #AdviserTech — June 2022
This month’s #AdviserTech roundup looks at Tifin’s latest founding round, Snappy Kraken’s acquisition of Advisor Websites and Lumiant’s new solution for engaging the less-engaged spouse.
The latest in financial #AdviserTech — March 2022
This month’s #AdviserTech roundup includes FeeX’s rebranding and funding round, Datalign’s launch of a lead generation service and Fidelity’s new compliance solution, Saifr.
The latest in financial #AdviserTech — January 2022 — Part 2
The major trends underway in the financial adviser ecosystem, and what those trends portend for the year to come.
The latest in financial #AdviserTech — November 2021
This month’s #AdviserTech roundup includes Schwab’s announcement of a direct indexing initiative, Fidelity’s launch of real-time fractional share trading, and Addepar’s acquisition of AdvisorPeak.
Finding ROI in the adviser tech stack
Tech providers must solve the lack of integration between software applications so advisers can find return on investment in high-quality tech investments.
The latest in financial #AdviserTech — July 2021
This month's #AdviserTech roundup includes SmartAsset’s achieving unicorn status, Broadridge acquiring AdvisorStream, and Principal shutting down RobustWealth.
