Displaying 4482 results
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.
SEI rolls out upgrades to managed accounts program
The investment platform provider adds more SMA and UMA options, reduces costs, and boosts tax optimization tech for advisors.
Luma forges annuity management alliance with Pershing
The partnership will unlock educational resources, analytics, and tools to help advisors manage annuity sales on Pershing’s platform.
Elements woos more fee-only advisors with XYPN tie-up
Partnership expands access to financial planning tech and in-depth practice management training for over 1,800 independent planners.
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.
SEC tightens rules on robo-advisor registration
The rule revamp fills a gap in an early-2000s exemption that let investment advisors use websites as ‘props,’ says SEC Chair Gary Gensler.
FusionIQ launches unified investment platform
The new platform brings together various investments including digital assets, special purpose vehicles, and ETFs.
FP Alpha and PreciseFP unveil new tech partnership
The new alliance allows more advisors using financial planning software to leverage AI by removing a key friction point.
When does proprietary tech make sense for RIAs?
Joint research by F2 Strategy and Dynasty Financial explores trade-offs between in-house, all-in-one solutions, or custodial-dependent models
How do asset managers see AI?
New report from Mercer Investments reveals consensus on “core technologies,” as well as investment opportunities and risks.
AI partnership takes aim at workers’ student debt
Workplace fintech and fiduciary retirement plan provider team up to help more plan sponsors and participants with student loan matching solutions.
How can RIAs use technology to become more efficient?
Upcoming RIA conference will address how advisors can build and leverage the appropriate tech stack and use AI to better their practice.
SEI launches multicustody capability for US wealth platform
The latest upgrade to platform gives an integrated view of clients’ financial picture, including held-away assets.
Betterment adds mutual funds for custom portfolio builders
The wealth tech provider is revamping its RIA custody offering for advisors by adding thousands of mutual funds.
Pensionmark announces strategic partnership to build new wealth management platform
The firm is working with Vestmark to help shape the industry's future.
Flourish tightens ties with Focus under new tech partnership
Deal expanding access to tech solution comes as the independent wealth network eyes a new chapter of growth.
Voyant sweetens its wealth tech suite with new tools
The fintech provider has added features to support Social Security income planning, Roth conversions, and life insurance planning.
