Fintech

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Commonwealth tech partnership focuses on advisor succession
YOUR PRACTICE FINTECH FEB 22, 2024
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.

EY report highlights key wealth management trends
YOUR PRACTICE ALTERNATIVES FEB 22, 2024
EY report highlights key wealth management trends

Financial advisors should continue focusing on private markets, AI and personalization, according to the report.

New role announced for Nitrogen co-founder and former CEO
YOUR PRACTICE FINTECH FEB 22, 2024
New role announced for Nitrogen co-founder and former CEO

Aaron Klein brings two decades of experience to wealthtech consultancy.

Nitrogen revamps enterprise fintech suite
YOUR PRACTICE FINTECH FEB 21, 2024
Nitrogen revamps enterprise fintech suite

The wealth technology provider unveils upgrades for advisors and firms, including a proprietary Won With Nitrogen asset growth metric.

‘Sobering’ report shows increasing reach of fintech over traditional firms
YOUR PRACTICE FINTECH FEB 21, 2024
‘Sobering’ report shows increasing reach of fintech over traditional firms

About a quarter of Americans have tried a tech-based savings or investing service, and companies with scale are getting the most business, a report from Hearts & Wallets finds.

FusionIQ partnership broadens regulated crypto access for advisors
YOUR PRACTICE ALTERNATIVES FEB 16, 2024
FusionIQ partnership broadens regulated crypto access for advisors

The collaboration with Anchorage Digital, home to the only federally regulated digital asset bank, will give advisors a single platform offering digital assets along with traditional investments.

Fintech Pontera partners with Captrust
YOUR PRACTICE RETIREMENT PLANNING FEB 16, 2024
Fintech Pontera partners with Captrust

Deal with RIA giant will provide financial advisors with more advanced tools to manage client assets held in retirement plans.

Advyzon takes personalized portfolios further in new TAMP partnership
YOUR PRACTICE TAMPS FEB 15, 2024
Advyzon takes personalized portfolios further in new TAMP partnership

The wealth tech provider is teaming up with Nebo Wealth to create an automated end-to-end solution for RIAs.

Citi hails private fund tokenization pilot as a success
YOUR PRACTICE FINTECH FEB 15, 2024
Citi hails private fund tokenization pilot as a success

The proof of concept could accelerate blockchain tech on Wall Street.

Can generative AI help advisors with personalization?
YOUR PRACTICE FINTECH FEB 14, 2024
Can generative AI help advisors with personalization?

New survey unveils challenges in client engagement, and the potential advantages of cutting-edge technology.

iCapital expand advisors’ access to alternatives platform
YOUR PRACTICE ALTERNATIVES FEB 14, 2024
iCapital expand advisors’ access to alternatives platform

Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.

SEC’s Gensler cautions against overblown claims about AI
YOUR PRACTICE FINTECH FEB 13, 2024
SEC’s Gensler cautions against overblown claims about AI

The SEC chair warned companies against 'AI washing' when they talk to investors about their use of the technology.

Foundation Source makes acquisition to boost charitable giving solutions suite
YOUR PRACTICE FINTECH FEB 13, 2024
Foundation Source makes acquisition to boost charitable giving solutions suite

Technology firm says the deal will help it provide specialized support to advisors, donors, and non-profits.

Succession planning platform Capitaliz names North America president
YOUR PRACTICE FINTECH FEB 12, 2024
Succession planning platform Capitaliz names North America president

Jared Johnson joins the exit planning-focused fintech as business owners and financial advisers face a continuity crisis.

Orion broadens access to high-net-worth investment strategies
YOUR PRACTICE FINTECH FEB 12, 2024
Orion broadens access to high-net-worth investment strategies

The fintech provider is strengthening its commitment to fiduciary advisors with expansion to its portfolio solutions platform.

Philanthropy fintech teams up with values-based wealth firm
YOUR PRACTICE FINTECH FEB 12, 2024
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.

Citi, State Street enhance ETF automation for global growth
YOUR PRACTICE FINTECH FEB 12, 2024
Citi, State Street enhance ETF automation for global growth

Firms are bolstering their platforms ahead of faster settlements.

Tifin AMP answers asset managers’ data challenges with new AI platform
YOUR PRACTICE FINTECH FEB 11, 2024
Tifin AMP answers asset managers’ data challenges with new AI platform

Latest fintech solution brings together AI and data fabric capabilities to mine insights from multiple information sources.

Last call: 5-Star Financial Planning Software and 5-Star CRM Platforms
YOUR PRACTICE FINTECH FEB 08, 2024
Last call: 5-Star Financial Planning Software and 5-Star CRM Platforms

InvestmentNews’ inaugural 5-Star Financial Planning Software and 5-Star CRM Platforms is closing Friday.

Mercer Advisors eyes tech-powered organic growth
YOUR PRACTICE RIAS FEB 07, 2024
Mercer Advisors eyes tech-powered organic growth

National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools.