Displaying 97 results
Orion forges alternatives partnership with CAIS
The integration will give Orion’s advisor users more access to alts products, services and resources.
SmartAsset woos growth-focused advisors with new platform
Fintech’s subscription-based service promises ‘all-inclusive client engagement,’ including referrals and automated calls and texts.
Meeting remotely now OK for most clients, and advisors say it helps business
Discouraged by traffic and comfortable in their homes, people are increasingly amenable to Zoom meetings, a survey finds.
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.
What’s Cathie Wood been selling?
The prominent investor is diversifying her holdings amid AI frenzy.
Chicago RIA unveils partnership with iCapital
The collaboration will allow the firm to offer more alternative invesstments to clients.
Envestnet sees Q4 bump with surge in nonrecurring revenue
The company’s annual revenue was virtually unchanged from 2022 even as it faced challenges from ballooning operating expenses.
Commonwealth tech partnership focuses on advisor succession
The wealth management giant is rolling out a platform to connect buyers, sellers, and partners seeking M&A opportunities.
It’s a mad, Nvidia world
Goldman described the chipmaker as ’the most important stock on the planet.’ What do advisors think?
Can generative AI help advisors with personalization?
New survey unveils challenges in client engagement, and the potential advantages of cutting-edge technology.
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 fear of AI is overblown’
Justin Castelli, founder of RLS Wealth, says robots can’t read a person’s facial expressions but warns industry has to evolve
Blending tech expertise with passion for financial planning
Mike Zung, of Java Wealth Planning, says being an outsider in finance has been more of an advantage than a challenge.
Cambridge, Lincoln among firms hit by SEC’s $81M fine blitz
Text messaging issues at broker-dealers and RIAs could have been avoided with some regulatory guidance, compliance expert says.
GOP bill to kill SEC proposal on advisor AI conflicts faces obstacles
It’s more likely the GOP will make a point about their frustrations with the SEC than actually get the bill through the Democratic-controlled Senate.
LPL’s Bill Dwyer is back, and he’s pitching AI
'Bill Dwyer is a terrific senior executive and leader, and I can’t wait to see what he does here,' says another executive.
NOW OPEN: 5-Star Financial Planning Softwares and 5-Star CRM Platforms
Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of financial planning softwares and CRM platforms.
Is the S&P 500 rally facing a risky tech bubble?
Veteran stock-watcher Ed Yardeni is nervous about the pace of gains.
Want to make a ‘few billion dollars’? Entrepreneur explains how
Billionaire Brad Jacobs offers tips from his experience founding seven billion-dollar companies.
Robinhood to pay $7.5M to settle Massachusetts charges
'We reject the premise that any part of our app, past or present, is 'gamified,'' a Robinhood spokesperson notes.
