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Orion leans into fintech flexibility with new offerings
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
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%.

What’s the deal with DIY investing?
PRACTICE MANAGEMENT JUN 27, 2024
What’s the deal with DIY investing?

An increase in retail investors over the last four years begs the question: what’s makes it so popular? Advisors weigh in.

How fast-growing advisors get clients to give referrals
PRACTICE MANAGEMENT JUN 27, 2024
How fast-growing advisors get clients to give referrals

Asking clients why they're satisfied helps advisors plant stories that lead to referrals, a report from Capital Group found.

For advisors, automation and multi-custodian relationships are keys to growth
PRACTICE MANAGEMENT JUN 27, 2024
For advisors, automation and multi-custodian relationships are keys to growth

Building client relationships, cost containment, and high interest-earning cash accounts a priority for most wealth firms, reveals survey.

BlackRock to ramp up custom models business with GeoWealth partnership
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
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.

For songwriters, it’s about pitch-perfect planning
PRACTICE MANAGEMENT JUN 25, 2024
For songwriters, it’s about pitch-perfect planning

Tennessee-based advisor David Adams unpacks financial complexities and quirks for clients in the music business – and beyond.

Three forces that will accelerate the drive toward independence
OPINION JUN 24, 2024
Three forces that will accelerate the drive toward independence

Shifts in the broad wealth landscape have tipped the balance in favor of breakaways, argues industry veteran Scott MacKillop.

Wealth tech firm MyVest strikes retirement income partnership
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
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
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
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.

InvestmentNews' New Technology Report: Entries now open
TECHNOLOGY JUN 18, 2024
InvestmentNews' New Technology Report: Entries now open

Are you the future of wealth technology in the US?

'Women are built for this business'
WOMEN ADVISOR COMMUNITY JUN 18, 2024
'Women are built for this business'

July 12 is the deadline to nominate for the 2024 Women to Watch Awards.

Wealth Enhancement Group snaps up $219M East Coast RIA
RIAS JUN 18, 2024
Wealth Enhancement Group snaps up $219M East Coast RIA

With locations in New Jersey and Florida, the fee-only firm takes a science-backed approach to create personalized portfolios for clients.

Devil is in the detail of Finra's new remote inspections pilot
OPINION JUN 17, 2024
Devil is in the detail of Finra's new remote inspections pilot

FSI will work constructively with the regulator to find the best way forward, just as it did over residential supervisory location designations.

AssetMap teams up with tax-planning tech firm Holistiplan
FINTECH JUN 14, 2024
AssetMap teams up with tax-planning tech firm Holistiplan

New data integration and direct linking to tax analysis results will allow more holistic planning conversations for advisor users.

Orion unveils updates to advisor billing and reporting
FINTECH JUN 14, 2024
Orion unveils updates to advisor billing and reporting

The fintech giant says it’s easing fiduciary advisors’ back-office burden with bill generation and comparison tool, a platform redesign, and other enhancements.

Fidelity and Envestnet are helping advisors get more holistic
FINTECH JUN 13, 2024
Fidelity and Envestnet are helping advisors get more holistic

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.