Wealthtech

Mercer Advisors Teams With Opto To Expand Private Markets Offering

Mercer Launches Aspen Partners Platform, Giving Investors New Way To Invest In Private Assets.

By Jeff Berman

/ 4 Jun 2024

Daniel Gourvitch, President, and Donald Calcagni, Chief Investment Officer, Mercer Advisors

F2 Strategy: Advisors Must Improve Marketing To Achieve Organic Growth

A New F2 Strategy Report Says Advisory Firms Should Modernize Their Marketing Initiatives Using Technology.

By Jeff Berman

/ 3 Jun 2024

Doug Fritz, CEO and Co-Founder, and Liz Fritz, Co-Founder, F2 Strategy

Wealth.com Teams With Wealthtech RIA Facet

The Partnership Provides Facet Financial Planners With Estate Planning Tools

By Jeff Berman

/ 30 May 2024

Anders Jones, CEO, and Shruti Joshi, President & COO, Facet; Tim White, Co-Founder & Chief Partnership Officer, wealth.com

FusionIQ Links With Interactive Brokers Canada

Wealthtech Firm Becomes Third-Party Portfolio Management Software Provider For Global Broker

By James Miller

/ 23 May 2024

Industry Veteran Named New Orion Wealth Management President

Ron Pruitt Has More Than 25 Years Of Wealth Management Experience At Firms Including Envestnet

By Jeff Berman

/ 22 May 2024

Ron Pruitt, President, Orion Wealth Management

Technology Is Making Compliance Departments More Proactive

Compliance Veterans From Orion, RFG, Angeles And Surge Share How Technology Is Changing Compliance Departments Across The Industry

By Larry Roth

/ 21 May 2024

Larry Roth, CEO, Wealth Solutions Report

iCapital Launches First Alts Model Portfolio

Over 100,000 US Advisors Using iCapital’s Platform Can Access New iCapital Multi-Asset Portfolio.

By Jeff Berman

/ 8 May 2024

Lawrence Calcano, Chairman & CEO, iCapital

Wealthtech Roundup: SMArtX, CAIS, AssetMark, Surge Ventures And More

Aaron Wormus Of SMArtX Is Our Newest Wealthtech Leader Of The Month. Partnerships By CAPTRUST With CAIS, StratiFi With Altruist, Elements With XY Planning Network. GTCR Buys AssetMark. Surge Ventures Buys Kovair. iCapital Buys Mirador. Strategic Appointments At COMPLY, F2 Strategy, Smarsh, TIFIN. FI

By Chris Latham

/ 6 May 2024

Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions

Fidelity Report: Advisors Who Embrace Tech Are Being Rewarded

Tech-Savvy Wealth Management Firms Are Seeing Stronger Growth, Better Client Experience And Higher Advisor Satisfaction, Fidelity Says.

By Jeff Berman

/ 1 May 2024

Marissa Herr, Head of Technology Consulting, Fidelity Institutional, and Jessica Liberi, Head of Platform Technology

When It Comes To Marketing, RIAs And CRMs Are In The Same Boat

Tech Providers And RIAs Share Similar Challenges Communicating Their Value Propositions To Prospects

By WSR Newsroom

/ 29 Apr 2024

Adrian Johnstone, CEO & Co-Founder, Practifi

Revolutionizing The Advisor’s Tech Stack

Advisors Can Leverage UMAs, APIs And Data Feeds To Free Time And Improve Their Businesses

By WSR Newsroom

/ 25 Apr 2024

FIDX Desk OID Launches For Advisors

The New Outsourced Insurance Desk Makes It Easy For Advisors To Include Annuity Products, FIDX Says.

By Jeff Berman

/ 25 Apr 2024

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