In|Vest Insights

The largest turn-key asset manager added five new features that leverage the firm’s vast stores of data.

Without advisor buy-in, scale can't be achieved, the tech executive says.

One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.

The SEC and FINRA have launched groups focused on better understanding this growing area of the industry.

The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.

"High-achieving" advisors on social media can increase assets by 10%.

Despite ongoing consolidation among investment management platforms, the fintech's chief executive says there's plenty of space to serve advisors who have clients with complex needs.

Promising its tech will provide more features than any target date fund, the investment research giant makes a play for the advisor-managed account market.

Wealth management technology is starting to reach a certain maturation level, says the firm’s head of emerging technology.

The fintech company, which was forced to rebrand its cash management product last year after misleading marketing caused a backlash, is seeking a national bank charter.