Choreo Launches Automated, Tax-Aware Management Solution
Choreo, a national RIA with approximately $24.6 billion in assets under management and advisement as of last year, launched its new Choreo Tax Advantage, a “first-of-its-kind...
Sanctuary Wealth Enhances Technology Offering With Bny Pershing Platform Integration
Indianapolis-based Sanctuary Wealth recently announced the expansion of its Sanctuary One wealth management platform by leveraging BNY Pershing's Wove technology. The new arrangement with...
Credit Unions Bet on WealthTech: OnPoint Partners with FusionIQ
In a move toward modernizing its financial services, OnPoint Community Credit Union has announced a partnership with FusionIQ to bring advanced wealth management tools...
Strive’s Direct Indexing Now on Fidelity and Schwab
Financial innovation is intersecting with technology in the investment management space: Strive Asset Management's latest announcement to bring its Direct Indexing, powered by Vestmark...
Prudential Advisors and LPL Financial Set New Digital Benchmark in Wealth Management Collaboration
In an industry-first move, Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU), and LPL Financial (Nasdaq: LPLA) have completed their strategic...
Traders Can Now Create and Deploy Customizable Order-Routing Algorithms Via TradingBlock
TradingBlock has announced that traders on their platform can now deploy customized order-routing algorithms to meet their specific needs. The capability is available to...
Disrupting Wallets: FusionIQ Brings Wealth Management Into Everyday Transactions
The gap between digital payments and wealth management has long stood out as a conspicuous void – but one wealthtech provider is taking the...
Smarsh Announces Annual Services Plan, Bringing ‘Service Now’ to Enterprise Compliance
Smarsh is shaking up the digital communications compliance landscape with its latest option: the Annual Services Plan (ASP). According to a recent announcement, this...
World Investment Advisors’ New Custodial Relationship with Raymond James to Bring Additional Resources to...
World Investment Advisors, the Santa Barbara California firm formerly known as Pensionmark, has announced a new custodial relationship with Raymond James Financial.
"We are excited...
Transforming Wealth Management: Tech Innovators Feted at the 2024 MMI/Barron’s Industry Awards
Wealthtech is dominated by algorithms and analytics, and the 2024 MMI/Barron’s Industry Awards have spotlighted the firms revolutionizing wealth management through technology. They are...