BNY Mellon's Pershing X unveils wealth management platform: Wealthtech Weekly
Plus, ChatGPT managed portfolios and Smarsh gets a new CTO.
Source: financial-planning.com
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Orion blends client portal with Redtail CRM: Wealthtech Weekly
Plus, SMArtX and TradePMR team up; and Apex says Gen Z still loves crypto
Source: financial-planning.com
Focus Financial M&A head joins Savvy Wealth board of advisors
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.
Source: financial-planning.com
Income Lab launches advisor tool to test clients' retirement confidence: Wealthtech Weekly
Plus, Advyzon and TradePMR expand their partnership, Mediant celebrates its first release since acquisition and Orion's executive board gets a new chair.
Source: financial-planning.com
Orion launches ChatGPT Integration as Morgan Stanley investors hype advisor AI: Wealthtech Weekly
Plus, Vestwell partners with JPMorgan, and TIFIN Wealth provides free access to NAPFA-aligned advisors
Source: financial-planning.com