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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.
Bitcoin bears: Financial advisers still cautious of crypto
Hype from retail and institutional investors on digital assets isn’t enough to sway skeptical advisers who are weighing the risk and reward of crypto before adding the asset class to clients' portfolios.
Orion adds trio of execs to C suite
Orion President Noreen Beaman outlines how the three new hires align with the fintech's future growth trajectory. The move comes almost one year after the Brinker Capital merger in June.
The latest in financial #AdviserTech — March 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
All things tech
Among the many things made plain in 2020 was that tech is not just prominent, it is essential, and a keen grasp of technology is essential to the next stage of the market.
Robinhood adds market manipulation and gamification to a quiver of woes
The free-trading app faces renewed accusations that its platform is manipulative amid a decision to halt certain trades just a month after Massachusetts regulators accused it of ‘gamification.’
InvestmentNews launches new website: Fintech for Advisers
The strategy also includes the creation of a new podcast, a six-part virtual webcast series and the launch of a fintech conference
The latest in financial #AdviserTech — November 2020
The big news and underlying trends emerging in the world of technology solutions for financial advisers
