Wealthtech Weekly News Today

Plus, ChatGPT managed portfolios and Smarsh gets a new CTO.

Plus, SMArtX and TradePMR team up; and Apex says Gen Z still loves crypto

Plus, tru Independence launches a new wealthtech platform, findings from Nitrogen's inaugural advisor growth survey and Invesco comes to the Private Advisor Group platform.

Plus, Advyzon and TradePMR expand their partnership, Mediant celebrates its first release since acquisition and Orion's executive board gets a new chair.

Plus, Vestwell partners with JPMorgan, and TIFIN Wealth provides free access to NAPFA-aligned advisors

Plus, Holistiplan comes to Advisor Group and Bento Engine launches a new lead generator and a new tool

Plus, iCapital launches structured investments via Envestnet, Betterment beefs up client onboarding and Onramp adds Coinbase Prime as trading partner.

Plus, SmartAsset Acquires DeftSales, Snappy Kraken Announces Collaboration with Morningstar and Skience unveils strategic planning for firms.

Plus, the world's first AI-powered investment assistant, Opto Investments news and BlackRock's fixed income SMAs come to Orion.

Plus, Savvy Wealth launches a direct indexing tool, AssetMark adds experience to its roster and Asset-Map teams up with Morningstar.