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Fintech Bytes: Crypto collapses, Envestnet eyes custody business, SEI adds UMAs
A roundup of the week's top fintech news, including crypto's collapse, Envestnet's custodian plans and SEI adding UMAs.
Fintech Bytes: Morgan Stanley AI, Docupace hires Lori Hardwick, and Franklin Templeton integrates LifeYield
Here are some of the other fintech headlines you may have missed this week.
Enhancing tax alpha on a multi-account UMA platform
Adding a tax overlay to multiple unified managed accounts lets advisers generate tax alpha through APIs that identify and recommend tax-smart trades and sales.
Demand for Social Security advice increases
The pandemic is boosting retirement among baby boomers, as well as their questions about when to claim benefits.
In search of adviser tech’s holy grail
An ecosystem is emerging whose ultimate goal is to increase advisers’ wallet share by enabling them to unify a client’s entire financial world onto a single platform.
