With licenses from FINRA and the SEC, Prometheum hopes to remove barriers preventing RIAs from recommending digital assets. It’s hired Marc Nichols to lead the effort.

The new features include a one-stop client portal, cloud data platform, consolidated APIs and portfolio management suite.

SAM INSIGHTS, Ask SAM and SAM Score are the latest iterations of the Canadian firm’s AI-based planning platform.

After Washington, Missouri is the second known state to send warning letters to advisors over the use of wealthtech tools that can access data in client retirement and banking accounts.

Also, PureFacts Financial Solutions selects BridgeFT’s WealthTech API and MyRepChat founder Derrick Girard joins AdvisorNet Financial as chief growth officer.

Bridget Venus Grimes, founder of WealthChoice and co-founder of Equita Financial Network, explains how her $90 million AUM firm uses its tech stack to help women tech workers, attorneys, founders and business owners navigate financial challenges.

Vanilla and Wealth.com are among the early frontrunners, but the field of contenders is increasingly crowded—and diverse.

On the same day the 24-year-old updates to Regulation S-P were announced, Interactive Brokers reported a customer data breach.

The firm anticipates expanding the technology to more funds on its platform later this year.