T3 2023 news: Altruist buys SSG, Envestnet upgrades MoneyGuide
The annual Technology Tools for Today conference also brought breaking news from FP Alpha, Hubly, CircleBlack and Advyzon.
Source: financial-planning.com
Page 3 - Wealthtech Weekly News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Wealthtech Weekly Today - Breaking & Trending Today
BlackRock sells FutureAdvisor robo biz to Ritholtz Wealth Management
In addition to the major robo-advisory deal, this week's recap features new partnerships for Vestwell and Riskalyze, and a new leader at Advisor360°.
Source: financial-planning.com
Orion tool to address Americans who consider lying about money as bad as cheating
To aid difficult advisor-client conversations about money and love, the wealthtech firm is rolling out a new tool to help advisors become quasi "life coaches."
Source: financial-planning.com
NaviPlan architect seeks to bring fresh AI-powered software to U.S. advisors
Mark Evans has been creating financial planning software for more than 30 years. Here's what his next offering is about.
Source: financial-planning.com
eMoney readies advisors for April with addition of new tax planning features
Upgrades to eMoney Advisor allow advisors to demonstrate Roth conversions and support SECURE Act 2.0 changes.
Source: financial-planning.com