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Over the last few decades, the wealth management industry has gravitated towards separately managed accounts or SMAs. High-net-worth clients, in particular, embraced these instruments because they provided a path to invest more like institutions.

TrueNorth, a global fintech software development company, and Boost.ai, a global leader in conversational artificial intelligence for Fortune 1000 companies, today announced a new partnership.

For far too long, financial advisors have led with proprietary product pitches or the assertion that they can outperform the market through superior investment acumen.

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.

For small and mid-size businesses, adapting and evolving means going through a digital transformation. And historically, that’s been no easy task — that is, until Chalice Network was created.

Smarsh®, enabling organizations to manage the risk and uncover the value within their electronic communications, today announced the launch of three applications to the Zoom App Marketplace.

While it’s hard to predict with certainty when COVID-19 will be in the rearview mirror, the end does seem to be in sight as firms, industry associations and advisors are all starting to contemplate holding certain events and meetings on an in-person basis, commencing in the closing quarters of this year.

We're back this week with FIVE $100M+ VC deals, and the top one - BlockFi - at $350M

Envestnet (NYSE: ENV) announced today it has acquired technology from Apprise Labs to advance Envestnet's roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial wellness through deeper connections with their advisors.

-Pagaya, a global financial technology company, today announced the expansion of the Pagaya AI Debt Selection Trust (PAID) shelf with $900 million committed