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Report: Former Onramp CEO Announces New Ventures

Tyrone Ross Jr. unveiled his new wealthtech venture, Turnqey Labs, according to published reports.

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Onramp Loses Its Head of Community, CMO | Wealth Management

Caitlin Cook, head of community and vice president of operations at Onramp Academy, has joined Hxro Labs. Onramp CMO Nyle Bayer has also jumped ship.

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WealthStack Roundup: Black Diamond, Hightower, iCapital, Smart Kx

Black Diamond hits a milestone, Hightower partners with TIFIN's Clout, iCapital receives patents and Smart Kx gets funding.

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SS&C Announces Collaboration with Morningstar Sustainalytics to Expand Access to ESG Research, Data, and Analytics

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced it will integrate Sustainalytics' ESG data into SS&C Advent platforms to power portfolio management and analytics workflows for its global client base. Morningstar Sustainalytics is a leading global provider of ESG research, ratings and data.

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Tech Roundup: Schwab, Pontera and AltsAxis | Wealth Management

Advisors using Schwab and Salesforce, Pontera and alternative assets will all be impacted by recent announcements.

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SS&C and DPL Open Insurance Marketplace For RIAs

SS&C and DPL Open Insurance Marketplace For RIAs
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DPL and tech firm launch online insurance marketplace

DPL and tech firm launch online insurance marketplace
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Riskalyze Fintech Report Card: December 2020

Riskalyze Fintech Report Card: December 2020
Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
SEC Delivers a Christmas Gift to Advisor Marketing
Why It Matters: The antiquated rules to stop penny-stock pushers in their tracks had kept advisors from sharing real-life stories about how they’ve helped clients live and invest fearlessly. When I’m choosing a service provider, I care 100 times more what other people say about them than what they say about themselves. This is a fantastic move by the SEC that benefits service-oriented advisors. It’s also going to be a big inflection point for many of the advisor marketing solutions out there like Snappy Kraken and FMG Suite.

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