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Fintech Bytes: Morgan Stanley at Work, Vestwell and Redtail updates
Additionally, BNY Mellon invests in a fixed-income fintech and Broadridge partners with IntraFi on securities-backed lending.
The latest in financial #AdviserTech — May 2022
This month’s #AdviserTech roundup looks at Orion’s acquisition of Redtail CRM, Advyzon’s launch of its Quantum Rebalancer, RightCapital’s new one-page Financial Plan Snapshot and Vanguard’s partnering with American Express.
New technology helps advisers convert prospects into clients
Less than half of advisers are keeping track of how many of their prospects become paid clients.
T3 2022 recap: Top takeaways from the adviser fintech conference
What the advisory industry will look like after the pandemic was a major theme at the conference.
Advisers are thrilled about Elon Musk’s bid to buy Twitter
The advice industry's usual fears and concerns around tech M&A have been replaced with unbridled enthusiasm.
Orion buys CRM provider Redtail
The transaction is expected to close in the second quarter, with Redtail CEO Brian McLaughlin becoming president of Orion.
Financial help a top concern for aspiring advisers
A new survey of some 4,300 financial advisers and students found that a lack of financial assistance was the No. 1 barrier to entry into the industry, with nearly half of the respondents citing finances as a top concern.
Redtail opens up text messaging tech to all
Clients are increasingly connected via mobile devices, and wealth management tech providers are betting advisers will want to reach clients using texts.
Texting takes center stage in client communications
Fintech firms are betting the more than 6 billion text messages that are sent every day are a sign consumers are open to communicating with businesses via text messages.
Wealthtechs merge to build ‘ecosystems’ for advisers
Wealthtech has exploded with innovation over the past decade. Today, more firms are merging to create coordinated technology ecosystems.
RIA in a Box to expand mobile offerings after app launch
The app is available for Android and iOS users
Fintechs zero in on Reg BI as deadline looms
Technology providers are deploying tools to help advisers brace for new regulatory requirements
