This month’s #AdviserTech roundup looks at Orion’s acquisition of Redtail CRM, Advyzon’s launch of its Quantum Rebalancer, RightCapital’s new one-page Financial Plan Snapshot and Vanguard’s partnering with American Express.
InvestmentNews spoke with Weyrauch about his role at Citizens and the firm’s vision for growing its financial advisory business.
Here are the financial technology products gaining the most traction among advisers, based on the portion of firms that said they plan to add the solution in 2022.
Hybrid work can support growth and stronger client relationships if firms intentionally pursue those outcomes.
The latest round, led by Franklin Templeton and Motive Partners, brings Tifin's valuation to $842 million.
Plan advisers will be able to use Envestnet's retirement plan tools on the Kestra platform.
How should firms organize, develop and manage their operations to ensure continued success as they grow?
Orion Advisor Solutions is expanding its TAMP capabilities by acquiring TownSquare Capital, a boutique investment and trading firm.
Effort will help client companies manage disability leaves, other workplace absences and reduce administrative burden for human resources staff.
Less than half of advisers are keeping track of how many of their prospects become paid clients.
What the advisory industry will look like after the pandemic was a major theme at the conference.
The addition gives access to a menu of alternative investment products, including hedge funds, private equity, real estate and private credit.
The Tax-Smart Separately Managed Account Platform lets advisers customize portfolios based on strategies created by J.P. Morgan’s index team.
The service has more data visualization, ESG-specific performance reporting and allows country exclusions.
Of the 19 speakers scheduled to speak on the first day of the fintech-for-advisers event, only one was a woman.
Advisers should provide a holistic, hyper-personalized view of a client’s entire financial life, complete with data-driven recommendations.
Speculation about DePina's future with the company has circulated since reports surfaced that Envestnet is exploring a sale to private equity.
The advice industry's usual fears and concerns around tech M&A have been replaced with unbridled enthusiasm.
The asset manager says the new consumer, an industrial renaissance and medical innovation are areas where changes have exposed 'underestimated investment opportunities.'
Fintech sets $2,000 minimum for new offering, Altruist Strategist Suite, which will bow by June.
