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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.
Envestnet shares up 9% as reports suggest it’s in talks to sell to PE
Wealth management technology company has reportedly hired Morgan Stanley as advisor.
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.
Workers deserve better on benefits, tech firm says
Amid concerns on health care costs and retirement savings, report questions status quo approach of offering more education and benefits.
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.
BlackRock executive joins investment technology firm SimCorp
New hire will lead the firm's operations in the Americas.
Apex declares liftoff for new ACATS protocol
Fintech hails landmark transaction’s potential to create ‘more efficient, flexible account transfer services’ as key deadline looms.
iCapital strikes private-credit partnership with Bain
Fintech platform for alts is teaming up with global credit manager to extend its reach among advisors and high-net-worth investors.
Baird simplifies alts platform with new CAIS partnership
The firms are deepening their longtime tech collaboration to create a unified alternative investments solution for Baird's more than 1,300 advisors.
Stride’s portable benefits push expands to Utah
Through key state legislation, the fintech firm has secured strong support for its pioneering benefits program.
Tech tie-up aims to streamline wealth management data challenges
Surge Ventures is launching a new industry-focused data integration platform.
Digital investment platform Linqto to list on Nasdaq via SPAC
The transaction values the firm at $700 million and will drive growth.
‘The best is yet to come’ for AI
Broadridge survey finds 75 percent of firms are confident about their tech offerings.
Pontera gains DC street cred with veteran hires
The fintech is raising its profile in the 401(k) space with three veteran hires who boast a collective track record of nearly 70 years.
Online brokerage Firstrade opens floodgates to fractional shares
Digital investment platform’s new service unlocks low-cost fractional trading on thousands of individual stocks and ETFs.
LeafHouse, ARS bring managed accounts to retirement plans
Tech tie-up taps 401(k) target-date funds from State Street to create personalized lifetime income for workplace plan participants.
Pontera extends 401(k) platform with Ameritas alliance
The fintech will provide access to its workplace retirement account platform for advisors at the firm.
AlphaTrAI hires fintech innovator as its new president
The firm continues to elevate its capabilities in AI-driven business solutions.
Online brokerages at a crossroads, J.D. Power says
With customer satisfaction stalled and trust levels flat, DIY trading firms must show 'clear, quantifiable value' with personalized guidance, research shows.
Stride goes further for gig workers with portable benefits program
The fintech’s new savings program for independent workers is being launched in partnership with DoorDash, with a pilot in Pennsylvania.
