The RIA’s new solution aims to help advisors make their planning more holistic by considering held-away 401(k) assets.
The integration partnership will help more advisors weave philanthropy into their clients’ planning with Tifin Give’s advanced technology.
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New data integration and direct linking to tax analysis results will allow more holistic planning conversations for advisor users.
The fintech giant says it’s easing fiduciary advisors’ back-office burden with bill generation and comparison tool, a platform redesign, and other enhancements.
Expanded partnership will bring enhanced capabilities to leading managed accounts platform, including holistic portfolio management and a scaled-down option for small to mid-sized wealth firms.
The $125M transaction will bring the fintech firm’s expertise in regulated and AI-supported communications to a broader complex of industries.
The fintech provider’s new tool is designed to help advisors identify high-impact marketing strategies and find more engaged prospects.
The wealth tech firm’s updates will help advisors on the Pershing X platform gain deeper insights and navigate plans more easily.
The veteran hire will spearhead the wealth tech firm’s efforts to find expansion opportunities in a newly created role.
The distribution partnership will see the fintech carry a key product, allowing more advisors to oversee workplace retirement plans.
The wealth tech titan is tightening ties with Fidelity, BlackRock, Franklin Templeton and State Street to help advisors create tailor-made strategies.
The financial planning fintech’s latest integration aims to make estate planning more accessible across the wealth spectrum.
New Deloitte report predicts shifts in generative AI could threaten advisors who don’t go beyond transaction-based relationships.
The financial giant is tapping the leading alternatives provider as it doubles down on support for its advisors.
The retirement industry giant is tapping the leading TPA and recordkeeper to service its state-sponsored 529 plans.
'We're hearing more horror stories' about clients becoming targets after a data breach, one attorney says.
The fintech's first DLT-enabled fund, launched jointly with UBS, will be the first proof point of its efficiency-boosting technology.
Executives at the online brokerage giant unveiled plans to roll out a platform that includes private credit, PE, VC, and long-short funds.
Landmark study of more than 40 million investors shows shifts in self-directed investing, with balance of power tipping away from mutual funds.
