The pre-seed funding round included Brian McLaughlin, Ron Carson, Jason Wenk, and Steve Lockshin.

J.P. Morgan Asset Management acquires 55ip to further marry its model portfolios with the startup's automated tax management.

Advisor Mac Gardner created a fintech competition to help with his financial literacy app, inspiring a new technology track in the financial planning curriculum at the University of South Florida.

There are improvements to Fidelity Institutional's Wealthscape platform for both advisors and end-investors.

Axiom RIA, an investment platform available to Geneos' 300 advisors, and Fidelity are adding Potomac Fund Management’s tactical model portfolios to their platforms.

The end-of-year offer is meant to highlight the firm's automated rebalancing solution and hopefully sell advisors on the platform's many other features.

It may be time to revisit the platform or manual process your team is currently using to complete these essential EOY tasks.

The new Reddit-like financial education forum is advisor-friendly and, for the right ones, has lead-gen potential.