The expanded partnership, which brings in new capabilities from Futureplan, will give thousands of advisors and their business clients access to a new retirement plan option.
The retirement-focused fintech firm's latest strategic partnership will help more plan participants get personalized guidance from their trusted advisors.
Fintech startup unveils a bold AI-powered strategy that takes cues from the world's greatest investors.
The latest enhancements to its archiving and search capabilities will help users as regulators stiffen their scrutiny around recordkeeping violations and off-channel communications.
Quarterly pulse survey uncovers sentiments around artificial intelligence, preferences on tech use, and the race for high-net-worth business.
The wealth tech provider is helping future-focused firms move forward on their digital journeys with a groundbreaking pilot program.
Advisor panel packs a punch as thousands of wealth management professionals hit the beach at Future Proof Festival in Southern California.
The $30M capital infusion from a Google-led consortium will fuel the estate fintech provider's continued expansion and innovation.
Strengthening their years-long connection, the strategic partnership will give the Arkansas-based RIA access to fresh insights to drive asset growth.
Experts warn that despite AI’s ability to scale, it doesn’t replace the human, emotional relationship with clients.
The TAMP giant's newly unveiled suite of ETF portfolios, SMAs, and active-passive models gives its users even more flexibility to serve clients' needs.
The wealth tech firm's latest leadership hire brings three decades of experience, including roles at Riskalyze and eMoney Advisor, as it looks to sharpen its business strategy.
The AI-focused fintech provider has unveiled updates to its estate planning capabilities, including customizable asset projections and an improved planning snapshot tool.
The startup uses machine learning to match advisors with clients who are at life stages where they could benefit from working with a financial professional.
The wealth tech company's newest leadership hire brings extensive financial expertise at a pivotal moment in its growth.
The financial services firm's enhanced fintech collaboration integrates advanced capabilities to give advisors a more seamless experience.
CEO says M&A realities mean an overhaul is often necessary.
The strategic partnership promises to help advisors at the hybrid RIA grow their business around annuities and structured products.
InvestmentNews goes back to school to learn what tech has added most value to advisors’ practices.
The wealth tech provider's new solution, built to work with its flagship ERP product, promises to boost family offices' efficiency by 2x to 4x.
