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In this environment, advisors should expect superior technology, a nimble approach to portfolio construction support and personalized service from broker-dealers.
Nearly $3 million in seed funding for improvements at Alto, a platform that facilitates investments in alts via IRAs, illustrates the growing interest in alternative investments.
The ScratchWorks' fintech competition announces its season two semifinalists, including a company founded by Michael Kitces and Alan Moore, a new offering from 280 CapMarkets—and a teenage video game developer.
Michael Kitces and Alan Moore's pay-for-service platform, built for RIAs, is picked up by IBD Cetera Financial Group, potentially reaching roughly 8,000 advisors.
Following enthusiastic crypto-centered talks at several advisor conferences, Edelman is forming a group tasked with educating RIAs on blockchain and cryptoassets.
Schwab's sale of PortfolioCenter to Envestnet has competitors licking their chops, hungry for new customers. How many new customers will materialize remains unclear.