T3: Rapid Uptick in Tax and Estate Planning Software By Advisors
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, …
Practice Management Tips for daily operations for Wealth …
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 …
Opto Investments Launches Planner Tool - Wealth Management
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, …
Savvy Wealth Introduces Investment Management Capabilities
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 …
Optimizing AI for Financial Advisors | Wealth Management
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. …
SEC Charges California RIA For Marketing Rule Violations | Wealth ...
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, …
Now Self-Clearing, Altruist Becomes a True Custodian
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, …
Edward Jones to Deploy MoneyGuide Software to All U.S. Advisors
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 …
Altruist's $50 Million Investment Raises Eyebrows, and Questions
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 …
Best Practices for Financial Advisor Technology - Wealth …
The best fintech platforms for Wealth Professionals and advisors to invest in for their practices. Look at the best financial technology partners