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FINTECH VIEWS: Vestmark Partners with BlackRock to Enhance Custom Model Portfolio Offerings: Q&A
Financial advisors spend countless hours trying to customize investment portfolios for their clients. Despite their best efforts, they feel overwhelmed by the sheer volume...
Rethink. Financial Advice Podcast: Why BlackRock is investing in Human Advice featuring Liz...
Where is the smart money going? What is the world’s largest asset manager investing in? With all the talk of companies investing in AI...
Orion Adds Over 50 BlackRock Model Portfolios to Investment Platform
Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...
55ip and BlackRock partner to make the move to model portfolios “less taxing”
Industry-first offering unlocks the taxable market for Advisors by combining the power of BlackRock Model Portfolios and 55ip's sophisticated tax technology to...
Decentralized Diaries for the Week of 3/17/25
'Adoption' was last Week's buzzword, with the crypto industry making significant strides.
We may soon see enhanced integrations. One day, no one will be...
DWN Publisher Notes For 3/5/25
Friends, you MUST check out the thought-provoking opener of Advisor Tech Talk this week from Chris Robbins and the need for digital advice platforms to be broad and agnostic. Meanwhile Bill Taylor has another pithy (and highly relevant) read on the current state of markets...READ UP!!
Advisor Tech Talk (Week of 3/3/25)
It was another very busy week in wealthtech, with a long list of financial advisor technology headlines to report, but it...
Decentralized Diaries for the Week of 3/3/25
Crypto innovation is now the new normal, with developments all over the industry. Legislation is coming hard; as in all things, there will be...
The Week in Digital Wealth (2/11/25)
The industry settled in as integrations, collaborations, and partnerships remained at the fore. Industry-level growth improved, and the tech mix is a sign of...
Decentralized Diaries for the Week of 2/4/25
The cold of winter did little to dampen the burning enthusiasm and innovation the industry is known for. Regulators want to give the crypto...