2024年1月25日 · Tax planning software went from being used by some 29% of advisors in 2022 to 43% this year. The three firms leading the charge? Holistiplan, with 31.98% market share, FP Alpha, with 3.94%, and ...

6 天之前 · Advisor Thomas Chadwick allegedly lost clients $11.1 million, and several of them blame Fidelity's lack of supervision, according to a statement filed with FINRA. The Value of Client Communication

2024年12月17日 · The first is helping the advisor think through what targets make the most sense for a given client based on their age, existing financial plan and investments, time horizon, goals etc., by ...

2024年1月30日 · Savvy Wealth, the financial technology firm that owns registered investment advisor Savvy Advisors, has added new investment capabilities to its “all-in-one” wealth management platform ...

2023年10月9日 · AI financial advisor co-pilots: For this use case, it is best to work with a specialist GPT provider designed for the wealth management space, as opposed to a generic GPT. Specialist GPTs are pre ...

2025年1月3日 · The Securities and Exchange Commission has charged Atlas Financial Advisors, an Oroville, Calif.-based registered investment advisor with about $106 million in client assets, for violations of its ...

2023年3月2日 · Since it launched in 2019, advisor software developer Altruist has taken competitive aim at existing RIA custodians and often unwieldy advisor technology stacks, building an all-in-one wealthtech ...

2022年3月17日 · This year’s technology investment adds to last year’s sum of $700 million invested in similar categories, according to LaQuinta. Related: Edward Jones Wants to 'Deeply Serve' End Clients

2021年5月20日 · On Wednesday, advisor software developer Altruist announced that it had raised $50 million in a Series B funding round and officially added Vanguard, alongside Venrock and Insight Partners, as an ...

The best fintech platforms for Wealth Professionals and advisors to invest in for their practices. Look at the best financial technology partners