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Most advisory firms want to scale, but not all of them can. One of the biggest obstacles to scaling is not having the right technology in place, said Adrian Johnstone, Chief Commercial Officer at Practifi, a business management platform for financial services firms.

Allfunds, one of the world´s largest fund distribution platform and wealthtech industry leader, and iCapital Network1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced a strategic partnership through which iCapital will provide private market investment opportunities complementing the sub-advisory solutions currently available to the Allfunds global distributor network.

The wealthtech space has been abuzz with M&A activity and new hires over the past week.

or our latest feature, we'd like you to meet Alex Cavalieri of the Seven Group platform, which enables financial advisors to drive growth, lower costs over time, and increase AUM. Seven Group builds advisors a cohesive plan and gives them the content and tools to grow their practice.

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial services technology solutions, will enable consumers to share data on their cryptoasset holdings with their fintech apps and service providers, including a broad array of financial institutions, wealth managers, and lenders, enhancing consumers’ financial management and control as cryptoasset investing reaches the mainstream.

-SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to announce that Nationwide—a Fortune 100 insurance and financial services company with more than nine decades of experience protecting people and their financial futures—as the latest carrier to join its insurtech platform’s Marketplace.

The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.

June 02, 2021 10:00 AM Eastern Daylight Time OMAHA, Neb.--(BUSINESS WIRE)--Eager to improve the advisor-client...

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

Advisor360° helps banking, insurance, and independent broker-dealers as well as roll-up RIAs digitally transform themselves, increasing productivity and revenue while decreasing compliance risk and costs.