One of the largest investment advisers in the U.S. has promoted a relative newcomer to oversee the firm’s technology.
The latest update to Schwab Advisor Services' digital onboarding technology lets independent financial advisers open and fund up to 10 new client accounts in a single workflow.
Morgan Stanley revealed its fully armed and operational adviser fintech ecosystem at a recent media event in New York City.
Adviser fintech promised to make firms more efficient and build deeper client relationships. Those claims may soon be tested.
The adviser world returned from the July 4 holiday ready to spend some money on technology.
The acquisition brings more than 700 RIAs using Redi2's billing and invoicing software, BillFin, into the Envestnet ecosystem.
Another asset management firm is buying its way into the increasingly crowded market for direct indexing.
Leonard Bernstein is accused of shooting his 61-year-old colleague multiple times in an Oklahoma City branch office.
For your three-day weekend reading, here's a recap of some of the adviser fintech news you may have missed.
Fintech company Pontera is continuing its partnership spree in hopes of giving more financial advisers the ability to manage client assets in held-away retirement accounts.
