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.
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.
Source: wealthmanagement.com