Fintech
Fintech
-
As Orion approaches its 25th anniversary, the leader of the RIA technology giant says it's time for a change.
May 23 -
Plus, Advyzon and TradePMR expand their partnership, Mediant celebrates its first release since acquisition and Orion's executive board gets a new chair.
May 18 -
One of the original wealth management disruptors has grown into a household name for scores of advisors. But the director of Betterment for Advisors says his team remains dedicated to shaking things up.
May 17 -
Plus, Vestwell partners with JPMorgan, and TIFIN Wealth provides free access to NAPFA-aligned advisors
May 12 -
Hip-hop icons and industry thought leaders will once again collide in California during the West Coast wealth management festival.
May 10 -
Riskalyze CEO Aaron Klein said rebranding the firm he co-founded in 2011 was like renaming a child, but necessary to reflect what the organization has become.
May 9 -
The company that provides services to 106,000 advisors posted financial results that signal strong advisor performance despite dropping revenue.
May 8 -
The California TAMP's new producing advisors are hitting levels not seen since early 2022.
May 4 -
Plus, Holistiplan comes to Advisor Group and Bento Engine launches a new lead generator and a new tool
May 3 -
As headlines spotlight the disruptive power of artificial intelligence, a pair of experts say that advisors need to double down on being more human than ever.
May 2 -
Most firms rank technology as their most important strategic initiative — but they struggle with how to prioritize and implement change.
May 2 -
At EncorEstate Plans, Matt Pistone will lead the tech strategy for fintech that develops estate planning software for financial advisors.
April 26 -
Plus, iCapital launches structured investments via Envestnet, Betterment beefs up client onboarding and Onramp adds Coinbase Prime as trading partner.
April 26 -
Catchlight leaders say their tool can scale individualized engagement and overcome writer's block.
April 25 -
Many advisors have clients who took out the forgivable loans. Some wealth management firms did the same. Three years after the government doled out more than $800 billion in mostly-free cash, here's what's happening.
April 24 -
Canadian fintech startup brings crypto education to advisors through Morningstar Advisor Workstation Morningstar Advisor Workstation now provides access to AmiLearn, a digital asset education platform that gives advisors the power to learn at their own pace.
April 24 -
Plus, SmartAsset Acquires DeftSales, Snappy Kraken Announces Collaboration with Morningstar and Skience unveils strategic planning for firms.
April 20 -
The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philosophy and his business ethos philosophy. To make the industry better, he encourages fellow advisors to do the same.
April 19 -
After 13 years at the helm, Wise's exit has sparked a search for the fintech provider's next full-time CEO.
April 18 -
Altruist wants to take on Schwab, Fidelity in RIA market after $112 funding round: Wealthtech Weekly Plus, the world's first AI-powered investment assistant, Opto Investments news and BlackRock's fixed income SMAs come to Orion.
April 13



















