Apex Clearing To 'Extend' Business Model

Jun 23, 2020

Features for advisors and to support online marketplaces that let users invest—straight from the marketplace's platform.

Baron Davis Invests in College Savings App UNest, Named Brand Ambassador

Jun 19, 2020

The startup saw investments from Northwestern Mutual and the NBA All-Star.

WealthTech Winners Circle Podcast: Tech Opportunities for Today’s Advisors

Jun 19, 2020

BNY Mellon Pershing's Michelle Feinstein uncovers valuable practices to assist advisors in leveraging solutions to grow, scale and compete in this age where being efficient and going digital is of the utmost importance.

Riskalyze Fintech Report Card: May 2020

Jun 18, 2020

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

Wells Fargo Becomes iCapital Network Investor

Jun 18, 2020

iCapital Network is buying an alts investment fund platform from the bank. Wells Fargo, in turn, is investing in the fintech.

Riskalyze Adds New Features Ahead of Reg BI’s Compliance Date

Jun 17, 2020

As advisors and firms quickly prepare for Reg BI's compliance date in a couple weeks, the fintech provider makes some compliance-related upgrades to its platform.

Addepar Hires BlackRock Veteran Ruchir Swarup as CTO

Jun 17, 2020

Ruchir Swarup, who worked at BlackRock for 19 years, will be Addepar's first full-time CTO since co-founder Jason Mirra left in 2014.

CFP Board Tech Provisions Sow Confusion

Jun 17, 2020

The Board said its new Code reflects the reality of today's advice; it's left many advisors and vendors scratching their heads.

Oranj Adds Liberty One to Model Marketplace

Jun 16, 2020

Liberty One, which was founded in 2012 by a group of advisors, creates model-based, individual equity allocations.

Financial Planning Startup Origin Raises $12M

Jun 15, 2020

Funding for the employee-focused financial planning tool is part of the trend of money pouring money into automated workplace planning.