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Will 24-hour trading keep financial advisors up all night?
EQUITIES NOV 25, 2024
Will 24-hour trading keep financial advisors up all night?

Wealth managers weigh the pros and cons of the NYSE's recent decision to extend trading hours.

Fintech firm Boosted.ai secures fresh $15M funding
FINTECH NOV 25, 2024
Fintech firm Boosted.ai secures fresh $15M funding

The wealth tech provider's latest financing will go towards growing its agentic AI platform across wealth managers, family offices and other firms across the industry.

iCapital bolsters model portfolio suite with new private market offering
ALTERNATIVES NOV 22, 2024
iCapital bolsters model portfolio suite with new private market offering

The alternative fintech firm's latest addition provides advisors exposure to fast-growing private companies.

As Nvidia goes, so goes the market, and financial Advisors
EQUITIES NOV 22, 2024
As Nvidia goes, so goes the market, and financial Advisors

Wealth managers weigh in on the chipmaker's influence over the greater market in the wake of its earnings report.

Great Wealth Transfer is 'utterly preposterous': Kitces
RIAS NOV 22, 2024
Great Wealth Transfer is 'utterly preposterous': Kitces

“If your biggest problem is that your patients die on a regular basis, go find more old people who have money, who need a nursing home," Kitces says. "We're not running out of them.”

AssetMark adds AI integration with extended Tifin partnership
FINTECH NOV 21, 2024
AssetMark adds AI integration with extended Tifin partnership

The deepened collaboration adds new capabilities for the platform to gather insights, align advisory firm inputs, and deliver tailored portfolio models.

SEI, d1g1t enhance managed account offerings
FINTECH NOV 20, 2024
SEI, d1g1t enhance managed account offerings

The two firms' updates, launched separately, promise to give advisors added flexibility with new SMA strategies and an advanced UMA framework.

Wealth industry veterans launch all-in-one Advisor CRM solution
FINTECH NOV 20, 2024
Wealth industry veterans launch all-in-one Advisor CRM solution

The platform, designed by two former advisors and a seasoned technology leader, promises to help RIAs drive growth and strip away workflow inefficiencies.

M&A is like dating so ‘be true to yourself’
PRACTICE MANAGEMENT NOV 19, 2024
M&A is like dating so ‘be true to yourself’

RIAs discuss how to master M&A to grow the practice at recent RIA Activate California event.

Tifin Give rolls out industry-leading feature to amplify DAF-based giving
FINTECH NOV 19, 2024
Tifin Give rolls out industry-leading feature to amplify DAF-based giving

The donor-advised fund platform's new capability lets philanthropic users rally support with personalized campaigns for the causes they care most about.

Wealth.com strikes partnership with $11.84B RIA Merit Financial Advisors
RIAS NOV 19, 2024
Wealth.com strikes partnership with $11.84B RIA Merit Financial Advisors

The alliance will give advisors at the top-ranked independent access to the fintech provider's estate planning capabilities.

Keeping it in the family
PRACTICE MANAGEMENT NOV 19, 2024
Keeping it in the family

Passing down a financial advisory practice to a family member is not always smooth, and requires a lot of hard work upfront.

Which are the top new tech solutions for investment professionals?
FINTECH NOV 19, 2024
Which are the top new tech solutions for investment professionals?

InvestmentNews' inaugural report showcases some of the best new portfolio management systems, retirement income planning solutions, and compliance tools.

Taking headlines out of clients' heads
PRACTICE MANAGEMENT NOV 19, 2024
Taking headlines out of clients' heads

How financial planner is taking advantage of interest rate trends without taking undue investment risk.

Slowly embracing the AI revolution
FINTECH NOV 19, 2024
Slowly embracing the AI revolution

Ivan Illán, of Aligne Wealth Advisors, on the challenges and complexities of this new era.

Robinhood ventures into the RIA space with $300M TradePMR deal
RIAS NOV 19, 2024
Robinhood ventures into the RIA space with $300M TradePMR deal

The transaction, set to complete in the first half of next year, will give the online trading giant access to a platform supporting 350 advisory firms managing more than $40 billion in assets.

The benefits of equity model partnerships for RIAs
RIAS NOV 18, 2024
The benefits of equity model partnerships for RIAs

"There's no better way than having true financial alignment through equity partnership," one CEO said.

Envestnet deepens Schwab partnership with beefed-up CRM features
FINTECH NOV 18, 2024
Envestnet deepens Schwab partnership with beefed-up CRM features

The wealth tech giant's latest rollout of much-requested updates will enhance its support for Schwab affiliated advisors.

Advyzon teases new ultra-high-net-worth offering
FINTECH NOV 18, 2024
Advyzon teases new ultra-high-net-worth offering

The fintech giant's upcoming all-in-one solution for UHNW clients and family offices combines portfolio management, performance reporting, and CRM into a unified interface.

A career dedicated to helping others
RIAS NOV 18, 2024
A career dedicated to helping others

Dr. Carolyn McClanahan, the 2024 InvestmentNews Women to Watch Lifetime Achievement recipient, has forged a stellar reputation educating people at the intersections of health and finance.