The deal for the wealth tech platform will boost the firm's efforts to push its strategies more broadly among retail wealth advisors and their clients.
After the completion of its $2.7B take-private deal with GTCR, the fintech firm is looking forward to a new era of strategic expansion helmed by the former State Street leader.
The new functionality, currently available on an invite-only basis, promises to help firms funnel leads to advisors and teams best suited to meet their needs.
The tech-enabled solutions provider eyes its next growth phase with experienced leaders from Tudor, Putnam Investments, and Merrill Lynch.
CFA Institute survey unpacks industry’s mixed views on artificial intelligence, and how the road to AI + HI is still paved with risk.
The AI-powered regtech by Surge Ventures is raising its game with a new suite of efficiency-boosting workflow tools.
The fast-growing hybrid RIA affiliated with LPL is building up its estate-planning capabilities through its latest wealth technology alliance.
The deal blends the fintech provider’s AI sophistication with an established presence in the asset and wealth management industries.
The firm has secured a $25M funding commitment to support its push to build a unique next-gen approach to asset management.
The firm’s latest partnership expands on its efforts to give advisors at its IBD unit a more diversified investment menu.
The fintech firm has tapped leaders from Schwab, Apex, and Goldman Sachs as it looks to evolve a platform for independent advisors.
The wealth tech provider revealed enhancements to its financial planning, risk assessment, and investment analytics modules, among other updates.
The financial planning software provider owned by Fidelity has added a data-syncing and integration boost to one of its key programs.
The fintech provider’s latest funding round, which also includes Alumni Ventures and Vanguard, will support its continued growth and AI push.
The two TAMPs are collaborating to give RIAs customized and easier access to private equity, venture capital, real estate, and private credit.
Wealth tech provider unveils mid- to enterprise-level marketing platform, taps Altruist and Schwab vets to support larger RIAs and BDs.
The fintech firms’ new platform aims to help RIAs address UNW clients’ needs with advanced portfolio rebalancing, SMA capabilities, and more.
The fintech platform has added new products to help advisors dig deeper into an estimated $8B planning opportunity.
The estate planning tech platform is differentiating itself with new subscription options for its services.
The Florida-based fintech has added new asset managers and strategies, including just over a dozen SMAs from Invesco, to its platform.
