Snappy Kraken's Advisor Websites acquisition bears fruit in new unified product offering for financial advisors
Plus, Holistiplan comes to Advisor Group and Bento Engine launches a new lead generator and a new tool
Source: financial-planning.com
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Top News In Wealthtech Weekly Today - Breaking & Trending Today
Morningstar Wealth brings portfolio analytics feature to ByAllAccounts: Wealthtech Weekly
Plus, iCapital launches structured investments via Envestnet, Betterment beefs up client onboarding and Onramp adds Coinbase Prime as trading partner.
Source: financial-planning.com
AI is here to help advisors create better online content: Wealthtech Weekly
Plus, SmartAsset Acquires DeftSales, Snappy Kraken Announces Collaboration with Morningstar and Skience unveils strategic planning for firms.
Source: financial-planning.com
Altruist wants to take on Schwab, Fidelity in RIA market after $112 funding round: Wealthtech Weekly
Plus, the world's first AI-powered investment assistant, Opto Investments news and BlackRock's fixed income SMAs come to Orion.
Source: financial-planning.com
Flourish launches new Redtail Technology integration: Wealthtech Weekly
Plus, Savvy Wealth launches a direct indexing tool, AssetMark adds experience to its roster and Asset-Map teams up with Morningstar.
Source: financial-planning.com