Fintech

Displaying 4649 results
SMArtX update helps smooth out tax drag in SMAs
YOUR PRACTICE FINTECH JUL 15, 2024
SMArtX update helps smooth out tax drag in SMAs

The managed accounts tech firm’s new tool aims to help financial advisors reduce the tax impact of switching investment models.

Osaic beefs up its retirement income planning platform
YOUR PRACTICE RETIREMENT PLANNING JUL 15, 2024
Osaic beefs up its retirement income planning platform

With more than $4b in retirement assets planned per year, the firm is putting even more advanced strategies within advisors’ reach.

Arete tightens its ties with BNY Pershing
YOUR PRACTICE RIAS JUL 12, 2024
Arete tightens its ties with BNY Pershing

The $6B IBD and RIA is expanding its partnership with new long-term agreements, including access to an integrated wealth management platform.

Nitrogen unveils hat trick of tech launches
YOUR PRACTICE FINTECH JUL 12, 2024
Nitrogen unveils hat trick of tech launches

The wealth tech giant's new client engagement platform includes three core products aimed at both individual advisors and home offices.

Envestnet confirms $4.5 billion acquisition
YOUR PRACTICE FINTECH JUL 11, 2024
Envestnet confirms $4.5 billion acquisition

Wealthtech titan to be snapped up in a transaction that also includes Reverence Capital, BlackRock, Fidelity, and other strategic partners.

Broadridge bolsters advisor platform with values-based client insights
YOUR PRACTICE FINTECH JUL 10, 2024
Broadridge bolsters advisor platform with values-based client insights

The global fintech provider is taking a new tack on personalization with a new integration partnership.

Dimensional makes its way into the UMA space
YOUR PRACTICE FINTECH JUL 09, 2024
Dimensional makes its way into the UMA space

The global asset manager is helping advisors tailor portfolios more efficiently at scale as it evolves its managed accounts platform.

Envestnet in talks to be snapped up by Bain Capital, say sources
YOUR PRACTICE FINTECH JUL 08, 2024
Envestnet in talks to be snapped up by Bain Capital, say sources

A new report indicates the $3.5B fintech firm is on the cusp of being acquired by the private equity giant.

Ex-Cboe CEO Ed Tilly joins $2B fintech Clear Street
YOUR PRACTICE FINTECH JUL 08, 2024
Ex-Cboe CEO Ed Tilly joins $2B fintech Clear Street

The upstart provider of custody and clearing services' new president is the latest in a string of high-profile appointments.

Advisor360 adds marketing capability with FMG integration
YOUR PRACTICE FINTECH JUL 03, 2024
Advisor360 adds marketing capability with FMG integration

The strategic partnership promises to let advisors market themselves effectively across channels, with built-in tools and controls for home offices.

Is Robinhood planning to move into wealth management with new acquisition?
YOUR PRACTICE FINTECH JUL 03, 2024
Is Robinhood planning to move into wealth management with new acquisition?

Stock trading and investment platform to add to capabilities.

Franklin Templeton extends SMA offerings to UBS platforms
YOUR PRACTICE FINTECH JUN 28, 2024
Franklin Templeton extends SMA offerings to UBS platforms

The partnership aims to provide advisors with more opportunities to personalize client portfolios and enhance their after-tax returns.

Orion leans into fintech flexibility with new offerings
YOUR PRACTICE FINTECH JUN 28, 2024
Orion leans into fintech flexibility with new offerings

The wealth tech giant is helping firms “do business as they see fit” with two new additions, including a standalone trading solution launching later this summer.

Morgan Stanley's Open AI-powered solution for advisors has expanded
YOUR PRACTICE FINTECH JUN 28, 2024
Morgan Stanley's Open AI-powered solution for advisors has expanded

Wall Street firm says advisor adoption of its solution is 98%.

BlackRock to ramp up custom models business with GeoWealth partnership
YOUR PRACTICE ALTERNATIVES JUN 26, 2024
BlackRock to ramp up custom models business with GeoWealth partnership

The TAMP will help expand advisors’ access to BlackRock’s private markets, direct indexing, and fixed income SMAs.

Wealth tech startup Altruist unveils new tax management suite
YOUR PRACTICE FINTECH JUN 25, 2024
Wealth tech startup Altruist unveils new tax management suite

The fintech provider’s new tools let RIA clients automate tax-savings strategies, including tax-loss harvesting and gains deferrals.

Wealth tech firm MyVest strikes retirement income partnership
YOUR PRACTICE RETIREMENT PLANNING JUN 20, 2024
Wealth tech firm MyVest strikes retirement income partnership

The fintech integration aims to close the planning-execution gap with tax-optimized withdrawal recommendations, among other features.

AssetMark to snap up multibillion-dollar TAMP business from Morningstar
YOUR PRACTICE FINTECH JUN 20, 2024
AssetMark to snap up multibillion-dollar TAMP business from Morningstar

The strategic alliance will see $12B in TAMP assets switch hands, with more advisors and clients gaining access to AssetMark’s industry-leading platform.

Future Capital helps advisors break the 401(k) planning barrier
YOUR PRACTICE RETIREMENT PLANNING JUN 18, 2024
Future Capital helps advisors break the 401(k) planning barrier

The RIA’s new solution aims to help advisors make their planning more holistic by considering held-away 401(k) assets.

AssetMark and Tifin Give forge DAF partnership
YOUR PRACTICE FINTECH JUN 18, 2024
AssetMark and Tifin Give forge DAF partnership

The integration partnership will help more advisors weave philanthropy into their clients’ planning with Tifin Give’s advanced technology.