This month's #AdviserTech roundup includes a fundraising round by lead generation service Zoe Financial, as well as news about Tifin Group, Altruist, Vice and InvestCloud.
Advisers will be able to open most accounts in minutes, the company says.
Stash announced its first acquisition of financial literacy platform PayGrade following an increase in assets under management.
Chart-watchers said Bitcoin, which failed to retake $40,000 last week, could have a tough time finding support in the $20,000 range following its drop below $30,000.
With trust at the foundation of the client acquisition process, everything you say and do is being evaluated by potential clients — for good or for bad.
Betterment tapped RIA in a Box, RightCapital, and Wealthbox to provide new and breakaway RIAs a predetermined tech stack.
Orion rolls out the first tech tool that incorporates its merger with Brinker Capital and its acquisition of risk management software HiddenLevers. The tool helps firms understand investors' emotional reactions to market volatility.
Digital assets are slowly being accepted by big financial firms, but given the critical role that 401(k)s play in building Americans’ retirement savings, the plans should be one of the last places to sign up for crypto.
The acquisition, subject to regulatory approvals, is meant to complement the launch of Chase as a digital bank in the UK later this year. Nutmeg manages more than $4.9 billion in assets.
Bitwise CEO Hunter Horsley said the firm is prioritizing hiring to provide client service, education and analyst relationships to advisers.
Open rates and click-through metrics can provide unique insight into your prospects’ level of interest, but they can’t fully gauge the connection you’re starting to form.
The goal is to turn the RIA space into community banks, giving RIAs the same access to banking tools as a wirehouse adviser, according to CEO Tyrone Ross.
Addepar, a software used by advisers to track how investment portfolios perform across asset classes, raised an additional $150 million from New York City-based hedge fund D1 Capital Partners.
As clients were bombarded with social media messaging during the pandemic, advisers cut through the clutter by taking a more strategic approach.
Discussions on Capitol Hill go a long way to normalize and legitimize digital assets and a technology that could pave the way for sweeping change in the financial services industry.
RobustWealth, which includes digital advice, goal-based investment tools and client onboarding, will stop servicing advisers in September.
New capabilities of asset manager will include central bank digital currency, blockchain and tokens.
Michael Kitces and Pershing chief information officer Ram Nagappan outline areas in which advisers should leverage technology to grow businesses.
Uncertain regulation and a lack of historical data are issues that keep advisers on the sidelines when it comes to digital currencies.
Firms can choose to outsource their managed accounts technology as well as their investment advisory solutions, or a combination of both, according to the firm.
