Displaying 68 results
The latest in financial #AdviserTech — September 2020
We look at the big news, announcements and underlying trends and developments that are emerging in the world of technology solutions for financial advisers!
The latest in financial #AdviserTech — August 2020
We look at the big news, announcements and underlying trends in the world of technology solutions for financial advisers and wealth management!
The latest in financial adviser fintech — March 2020
Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management.
The latest in financial adviser fintech — December 2019
This month's edition kicks off with the blockbuster news that Charles Schwab will be acquiring TD Ameritrade in 2020.
The latest in financial adviser fintech — November 2019
This month's edition kicks off with the news that Schwab will allow fractional share trading in its retail accounts.
The latest in financial adviser fintech — October 2019
This month's edition kicks off with the news that Wealthfront is acquiring financial planning monthly subscription startup Grove.
The latest in financial adviser fintech — October 2019
This month's edition kicks off with the news that Wealthfront is acquiring financial planning monthly subscription startup Grove.
The latest in financial adviser fintech — September 2019
This month's edition kicks off with the news that Wealthfront is acquiring financial planning monthly subscription startup Grove.
The latest in financial adviser fintech — August 2019
This month's edition kicks off with the announcement that Orion Advisor Services is acquiring Advizr for $50M.
Michael Kitces: The latest in financial adviser fintech — July 2019
This month's edition kicks off with the announcement that Fidelity is launching a new Managed Account XChange (FMAX), in what appears to be a shift in the Fidelity business model.
Michael Kitces: The latest in financial adviser fintech — June 2019
Welcome to the June 2019 issue of the Latest News in Financial Advisor #FinTech – where we look…
Michael Kitces: The latest in financial adviser fintech — May 2019
This month's edition kicks off with the news that Schwab's PortfolioConnect is now available – for free – to all RIAs on its platform.
Michael Kitces: The latest in financial adviser fintech — April 2019
This month's edition kicks off with the blockbuster deal of the decade in advisor technology: Envestnet acquiring MoneyGuidePro for half a billion dollars, or nearly 10X its forward revenues.
Michael Kitces: The latest in financial adviser fintech — March 2019
Welcome to the March 2019 issue of the Latest News in Financial Advisor #FinTech – where we look…
Michael Kitces: The latest in financial adviser fintech — February 2019
This month's edition kicks off with the big news that eMoney Advisor founder Edmond Walters is back, with a new financial planning software competitor.
Michael Kitces: The latest in financial adviser fintech — December 2018
This month's edition kicks off with the big news that Blackrock is taking a whopping $123M stake in Envestnet as the company doubles down on the strategy.
Michael Kitces: The latest in financial adviser fintech — November 2018
Welcome to the November 2018 issue of the Latest News in Financial Adviser #FinTech – where we look…
Michael Kitces: The latest in financial adviser fintech — October 2018
This month's edition kicks off with the big news that private equity firm Warburg Pincus is investing a whopping $33M into Facet Wealth.
Michael Kitces: The Latest In Financial Adviser FinTech — September 2018
Let's look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management.
Michael Kitces on the fate of robos, Yelp help and recent fintech competitions, products
This month's edition of the Latest News in Financial Advisor #FinTech kicks off with big news about high-profile robo-advisers pivoting to B2B products for advisers.
