Displaying 75 results
MyVest announces tax-aware portfolio transition upgrades
The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
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.
GTCR set to snap up AssetMark
The private equity firm unveiled plans to take the TAMP provider private, valuing the company at $2.7B.
Tech firm Vanilla sweetens its estate planning platform
The platform's document builder module now allows clients to connect directly with legal eagles and obtain vital powers of attorney.
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.
Alts platform CAIS secures another partnership
The leading alternative investments provider is helping Captrust, the $800B wealth juggernaut, provide a better experience for advisors.
Goldman strikes deal to exit robo business
The banking behemoth is transferring its automated investing business to Betterment as it refocuses on its Wall Street operations.
Correction for Nvidia, chip stocks index
The darlings of the market in recent years are facing challenges.
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.
Fintech takes aim at industry’s texting-breach plague
Serial fintech entrepreneur Larry Shumbres leads the veteran leadership team launching an AI-powered compliance solution.
Tifin taps former LPL exec to serve as president
The AI-driven fintech has hired LPL’s former head of wealth management solutions to lead revenue growth and build key partnerships.
Tech stocks remain popular as Schwab reports clients making ‘thoughtful’ buys
The firm's trading activity index shows equities in favor despite uncertain data.
Dimon says AI could be ‘transformational’
JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.
Finra caught up in email phishing scheme
A new cybersecurity alert warns member firms to be wary of fraudulent messages impersonating key members of the regulator’s leadership.
Strategist sees 10-year AI super-cycle taking Dow to 100K
Don’t fret if you think you’ve missed the rally – there’s still a ways to go, says James Demmert of Main Street Research.
iCapital eyes alts domination with Mirador acquisition
The deal for the data aggregation and reporting leader will create an end-to-end solution for HNW advisors and wealth firms.
AI is facilitating financial fraud, Treasury warns
Advances in artificial intelligence make it easier for criminals to impersonate customers and craft increasingly sophisticated email phishing attacks, according to a report.
FusionIQ launches unified investment platform
The new platform brings together various investments including digital assets, special purpose vehicles, and ETFs.
Empower teases 401(k) platform for small businesses
The retirement services giant says its forthcoming platform will help advisors and third-party administrators address the access gap for more US workers.
