Alternative investment platform iCapital wins extra funding from BofA
The investment comes amid the increasing popularity of alternative investment platforms among financial firms
Source: bobsguide.com
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April 2022 Riskalyze Fintech Five
Riskalyze founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Source: wealthmanagement.com
Morningstar Advisor Workstation Gets Structured Notes Analytics
Morningstar and Luma Financial Technologies are partnering to provide structured notes data and analytics.
United States Tim Bonacci Kevin Reed Luma Financial Technologies Morningstar Advisor Workstation Advisor Workstation
Source: wealthmanagement.com
The latest in financial #AdviserTech — January 2022 — Part 2
The January #AdviserTech column looks at the four major trends in the financial adviser ecosystem and what they portend for the year to come.
Source: investmentnews.com
Riskalyze Fintech Report Card: December 2021
Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month, and says goodbye to the Fintech Report Card.
Orion Advisor Solutions Goldman Sachs Envestnet Add Structured Simon Markets Fidelity Institutional Announces Integration
Source: wealthmanagement.com
The latest in financial #AdviserTech — December 2021
The December edition kicks off with the big news that Halo Investing has raised a $100 million Series C round to fuel ongoing growth.
United States Orion Adviserservices Orion Brinker Vestwell Sumday Financial Advisertech Solutions Tifin Group
Source: investmentnews.com
Rohit Mahna Joins Fidelity Institutional as Head of Client Growth
Former Salesforce EVP Rohit Mahna is joining Fidelity Institutional as the Head of Client Growth starting in January 2022.
Sanjiv Mirchandani Rohit Mahna Mike Durbin Client Relationship Group Custody Solutions Global Financial Services Group
Source: wealthmanagement.com
Structured note technology for advisors | Financial Planning
Some worry the complex financial products are being pushed to investors who don’t fully understand the risks.
Source: financial-planning.com
Structured Notes Access Added At Fidelity, Envestnet
Envestnet and Fidelity are integrating with Simon Markets to bolster structured notes capabilities for advisors.
Source: wealthmanagement.com
Simon Markets, +Subscribe Partner on Alt Investments
The partnered firms provide the independent channel another route to transacting and managing alternative investments.
Source: wealthmanagement.com