FinTech

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Fidelity Adds New Features To Platform With Envestnet's Help

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The firms want to integrate the tech offerings they've built and cut down on the multiple portals.

MassMutual Adds CAIS Alternatives Platform For Reps

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The insurer made the platform's offerings available to its B-D affiliate, MML Investors Services.

Dave Elder--AI-Driven Efficiency And Effectiveness

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Dave Elder of Merit Financial Advisors is using AI to meaningfully improve his business processes.

BNY Mellon Announces Bundled Services For Advisors

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The new bundle unifies the firm's managed accounts platform and manager selection, among other things.

Envestnet Teams With Four Large Asset Managers On Custom Strategies Launch

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The firm is deepening ties with BlackRock, Fidelity, Franklin Templeton and State Street.

Tech-Savvy Advisors Have Better Client, Asset Growth Rates, Cerulli Says

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Using tech effectively gives productive firms the boost they need to stay competitive, the research firm said.

JPMorgan Says Every New Hire Will Get Training For AI

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The investment bank sees the emerging technology as worth between $1 billion and $1.5 billion.

TradePMR Appoints Patullo Chief Product Officer

by FA Staff

Industry veteran Jon Patullo has spent more than two decades in the advisor technology space.

AdvicePay Promotes Executive To President

by FA Staff

The advisor billing and compliance advisor platform promoted Kelsey Lewis to president.

SEC Warns Robinhood That Its Crypto Business Faces Lawsuit

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The agency has argued that most tokens are subject to its rules.

JPMorgan Unveils IndexGPT In Next Wall Street Bid To Tap AI Boom

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The bank launched a new range of thematic investment baskets that were made with the help of AI.

Baird, CAIS Expand Partnership To Offer Alternatives Access

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The expanded platform gives advisors more access to alt investments off the platform.

Orion Partners With CAIS To Put Alts On Its Platform

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The two firms hope to make a more streamlined alternative investment experience for advisors.

Ex-Mass Mutual U.S. Head To Lead Advisor360

by FA Staff

Mike Fanning retired from Mass Mutual Last May after 17 years with the company.

CAPTRUST Chooses CAIS To Centralize Alts Investments

by FA Staff

The partnership will allow CAPTRUST to consolidate its alternative products on one platform.

Foundation Source Appoints Two New Executives

by FA Staff

The move sets Foundation Source up for future growth, the organization said.

Advisors Need To Be Careful When Using Fintech Vendors, Exec Says

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Outsourcing technology solutions requires a high level of due diligence, says Ncontracts CEO Michael Berman.

Longtime LPL Exec Joins TIFIN As President, Chief Revenue Officer

by FA Staff

Rob Pettman will oversee growth strategies at the Boulder, Colo.-based technology incubator.

Venture Capital Firm Buys Software Firm, Launches Wealth Management Platform

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Surge Ventures said its acquisition of Kovair Software will provide wealth managers with better data management solutions.

Advisors Leaning More Into Technology, According To Orion Survey

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Only 10% of respondents said they have all the tech they need.

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