A Roadmap for WealthTech
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Four prominent academics weigh in on how technology will impact wealth management in the years—and decades—ahead.
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UBS Purchase of Wealthfront Puts Advisors, Tech on Collision Course
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Orion Acquiring CRM Provider Redtail
Orion is attaching Redtail's CRM technology to an advisor offering that now includes portfolio management, financial planning, compliance support and risk profiling.
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iCapital to Acquire SIMON Markets
The deal will create an alternative investment powerhouse in terms of breadth and depth of technology for financial advisors.
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First Trust Buys Direct Indexing Platform Veriti
Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.
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Schwab-TDAI 'Conversion Event' Slated for Labor Day Weekend 2023
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Schwab RIA execs reconfirmed repapering will not be needed for the majority of accounts, and ThinkPipes and iRebal will be included on Schwab's platform.
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FMG Acquires Content Marketing Platform Vestorly
The company says the technology now brings “artificial intelligence” to all aspects of advisor marketing.
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