Envestnet

Harvest’s micro-saving and investing technology is designed to turn spenders into savers, and eventually into investors.

The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.

A former chief information officer of PR firm Cision will take over as CTO following Scott Grinis’s retirement.

“If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent.

Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.

Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.

Companies that connect advisors and carriers are seeing a surge in use.

The company is known for helping fintechs connect to banks and wealth management firms. Now it wants to help the firms catch up.

Amid the coronavirus pandemic and lockdowns, advisors are relying on the firm’s technology more than ever.

Fintechs are offering deep discounts or even free service to hold on to advisors and attract new customers.