Fintech

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Vestwell extends Commonwealth alliance with exclusive PEP partnership
YOUR PRACTICE RETIREMENT PLANNING SEP 20, 2024
Vestwell extends Commonwealth alliance with exclusive PEP partnership

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.

Pontera deepens advice access in 401(k) plans with 401GO
YOUR PRACTICE RETIREMENT PLANNING SEP 19, 2024
Pontera deepens advice access in 401(k) plans with 401GO

The retirement-focused fintech firm's latest strategic partnership will help more plan participants get personalized guidance from their trusted advisors.

New Chatbot ETF promises to invest like Buffett, Druckenmiller
YOUR PRACTICE EQUITIES SEP 18, 2024
New Chatbot ETF promises to invest like Buffett, Druckenmiller

Fintech startup unveils a bold AI-powered strategy that takes cues from the world's greatest investors.

ACA boosts compliance platform with e-comms upgrade
YOUR PRACTICE FINTECH SEP 18, 2024
ACA boosts compliance platform with e-comms upgrade

The latest enhancements to its archiving and search capabilities will help users as regulators stiffen their scrutiny around recordkeeping violations and off-channel communications.

Advisors' hopes outweigh fears on AI adoption
YOUR PRACTICE FINTECH SEP 17, 2024
Advisors' hopes outweigh fears on AI adoption

Quarterly pulse survey uncovers sentiments around artificial intelligence, preferences on tech use, and the race for high-net-worth business.

BetaNXT takes on the data challenge with Snowflake-powered platform
YOUR PRACTICE FINTECH SEP 17, 2024
BetaNXT takes on the data challenge with Snowflake-powered platform

The wealth tech provider is helping future-focused firms move forward on their digital journeys with a groundbreaking pilot program.

How small but mighty RIAs can take the fight to larger firms
YOUR PRACTICE RIAS SEP 16, 2024
How small but mighty RIAs can take the fight to larger firms

Advisor panel packs a punch as thousands of wealth management professionals hit the beach at Future Proof Festival in Southern California.

wealth.com eyes next growth phase with Series A raise
YOUR PRACTICE FINTECH SEP 16, 2024
wealth.com eyes next growth phase with Series A raise

The $30M capital infusion from a Google-led consortium will fuel the estate fintech provider's continued expansion and innovation.

Sowell selects Tifin to supercharge client acquisition
YOUR PRACTICE FINTECH SEP 13, 2024
Sowell selects Tifin to supercharge client acquisition

Strengthening their years-long connection, the strategic partnership will give the Arkansas-based RIA access to fresh insights to drive asset growth.

Does more AI use mean more clients? Think again
YOUR PRACTICE FINTECH SEP 13, 2024
Does more AI use mean more clients? Think again

Experts warn that despite AI’s ability to scale, it doesn’t replace the human, emotional relationship with clients.

AssetMark amps up advisor offerings with Morningstar Wealth strategies
YOUR PRACTICE FINTECH SEP 12, 2024
AssetMark amps up advisor offerings with Morningstar Wealth strategies

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.

Wealth Access taps fintech veteran Drew Dimarino for C-suite role
YOUR PRACTICE FINTECH SEP 11, 2024
Wealth Access taps fintech veteran Drew Dimarino for C-suite role

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.

FP Alpha spruces up estate planning platform
YOUR PRACTICE FINTECH SEP 11, 2024
FP Alpha spruces up estate planning platform

The AI-focused fintech provider has unveiled updates to its estate planning capabilities, including customizable asset projections and an improved planning snapshot tool.

Wealth lead-generation fintech Cashmere AI gets $3.6M seed funding
YOUR PRACTICE FINTECH SEP 11, 2024
Wealth lead-generation fintech Cashmere AI gets $3.6M seed funding

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.

Orion taps industry veteran Mark Mayo to CFO role
YOUR PRACTICE FINTECH SEP 10, 2024
Orion taps industry veteran Mark Mayo to CFO role

The wealth tech company's newest leadership hire brings extensive financial expertise at a pivotal moment in its growth.

Kestra bolsters alts focus with deepened iCapital partnership
YOUR PRACTICE ALTERNATIVES SEP 10, 2024
Kestra bolsters alts focus with deepened iCapital partnership

The financial services firm's enhanced fintech collaboration integrates advanced capabilities to give advisors a more seamless experience.

 The strategic advantage of seamless CRM adoption
YOUR PRACTICE OPINION SEP 10, 2024
The strategic advantage of seamless CRM adoption

CEO says M&A realities mean an overhaul is often necessary.

Luma forges alts alliance with Arete Wealth
YOUR PRACTICE ALTERNATIVES SEP 09, 2024
Luma forges alts alliance with Arete Wealth

The strategic partnership promises to help advisors at the hybrid RIA grow their business around annuities and structured products.

Wired for success: Advisors reveal their best-in-class tech
YOUR PRACTICE FINTECH SEP 09, 2024
Wired for success: Advisors reveal their best-in-class tech

InvestmentNews goes back to school to learn what tech has added most value to advisors’ practices.

Eton Solutions unveils industry-leading gen AI solution
YOUR PRACTICE FINTECH SEP 06, 2024
Eton Solutions unveils industry-leading gen AI solution

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.