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Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt). Read More.
podcasts.apple.com) The biz Fidelity's move to sweep client cash into FCASH, making more work for RIAs. riabiz.com) Morgan Stanley's ($MS) wealth management division apparently prioritized assets over vetting clients. wsj.com) Startup AI wealth manager Range raised another round of capital. thinkadvisor.com)
FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2
Davis Janowski , Senior Technology Editor, WealthManagement.com June 27, 2025 4 Min Read Quinn CEO Royi Markowitz I wrote a column last summer entitled “ Finny and the Great AdvisorTech Acceleration ,” largely about the startup but also about the momentum surrounding the rapid advancement and integration of AI among third-party technology providers.
which is a good bit north of Lexington and just across the river from Cincinnati, Ohio (sorry, I love geography and startup origin stories). Advisors can customize the application to convey pretty much any type of data or information clients or prospects might want. Your brand always visible.
Indian startups are no longer in the motive of just catering to the domestic markets. Widening the abroad offers and the access to the newer clients can increase the profit margins and the global recognition towards the startup. New York’s BAT VC is committed to create USD 100 M to US-India tech startups.
Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. Morningstar published its 2025 investment outlook for financial advisors. These are among the investment must reads we found this week for wealth advisors.
The CEOs of Savvy and startup FINNY AI told advisors at an industry conference that marketing, administrative tasks and tailored client communication are all rife for AI disruption.
Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. Strategic tax planning serves both to keep companies on the right side of IRS regulations and to preserve necessary capital during those precarious early stages when the startup is most vulnerable.
thinkadvisor.com) How AI startup FINNY came to be. riabiz.com) Zocks, which is focused on advisor-client meetings, raised a Series A. AI Advisers are warming to AI. citywire.com) What would an agentic AI solution look like for a financial advisor? advisorperspectives.com) Ranking the adviser AI note taking apps.
techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. abnormalreturns.com) Adviser links: loving clients' problems. (crr.bc.edu) Technology AWS is spinning up an Nvidia ($NVDA) competitor using its own chips. wsj.com) Meta ($META) is reportedly investing $10 billion in subsea cables.
axios.com) What former Vanguard OCIO clients should expect. blogs.cfainstitute.org) Startups Half of VC funding in Q2 went to AI-related startups. (rogersplanning.blogspot.com) Not all investment decisions are created alike. behaviouralinvestment.com) Finance A lot of loans got repriced in 2024, so far.
As a result of this attention, advisors are seeing an uptick in questions from their clients – and may have questions about their own businesses – regarding whether or not the ERC is really legitimate, who can actually claim it, and whether it's worth pursuing either way.
Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estate planning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.
The service works with an advisors' tech stack to automate things like client onboarding and billing, and marks a new area of growth for the data analytics startup.
investmentnews.com) A checklist if a client gets laid off near retirement age. investmentnews.com) Startups, like Cashmere, are using AI to identify wealth management prospects. (youtube.com) Daniel Crosby talks with Cady North, Founder and CEO of North Financial Advisor, about planning for a sabbatical.
The article suggests they were more interested in their own financial well-being than that of their clients. An instructive war story : During the mid-1990s, a grad school buddy took a senior job at a tech startup that came with lots of stock. The Latin phrase Res ipsa loquitur comes to mind: The thing speaks for itself.
Mack talks with Jennifer and Lisa Dazols, founders of Modern Family Finance, about working with LGBTQ+ clients. financial-planning.com) Smoke Show The pilot episode of 'The Smoke Show' is this week focusing on fintech founders and their startups. kitces.com) Underspending can become a part of a client's identity.
investmentnews.com) Startup Arch wants to build a better private capital markets workflow. advisorperspectives.com) Do financial advisers recommend annuities to their clients? (linkedin.com) The biz Vestwell just raised a new $125 billion Series D. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales.
axios.com) Fidelity just raised a $250 million venture capital fund for clients. nytimes.com) Do Canadian startups have an ambition problem? (bloomberg.com) Venture capital OpenAI just raise a $6.6 billion round. advisorperspectives.com) Venture capital firm CRV is giving back capital to investors.
bloomberg.com) Charitable giving strategies are as varied as the client. cnbc.com) Startup 401(k) provider Blooom has abruptly closed its doors. wealthmanagement.com) Should you write your clients an annual letter? spilledcoffee.substack.com) How much should clients know about their adviser? Here are 101 action items.
kitces.com) Why do adviser clients claim Social Security earlier than you would think? riabiz.com) Fintech More startups are claiming they can use AI to serve more clients, more efficiently. citywire.com) How to leverage your client base to help find new hires. thinkadvisor.com) Not everyone is happier in retirement.
citywire.com) Add Mercer Advisors, teaming with Opto, to the list of firms making alternatives available to clients. (fa-mag.com) fa-mag.com) The latest in financial advisortech including the launch of compliance archiving startup Archive Intel. citywire.com) On the benefits of a team-based approach to advising clients.
Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
billion in assets under management for 1,377 client households. Regis hotel in New York to bring a new mindset to the firm about what it really means to provide a personalized client experience (and bind the client to the firm's brand, rather than to their specific advisor).
Cash Advisers are seeing more clients interested in cash. citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic. citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic. etf.com) Higher yields are going to be a headwind for risky asset classes.
This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)
With booming e-commerce and its faster need for delivery, logistics startups are stepping ahead. In this article, we are going to look at the top logistics startups that are driving this transformation. Criteria for Selection Startups must be operational in India. Top Logistics Startups to Watch in 2025 1.
Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Charles Schwab has taken a minority stake in estate planning platform Wealth.com as it seeks to offer estate document preparation to its retail investor clients – which on the one hand gives Schwab a value-add that could keep (..)
This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)
(ft.com) The VC money in crypto startups isn't looking great right now. ritholtz.com) Earlier on Abnormal Returns Adviser links: setting client expectations. institutionalinvestor.com) Economy Why this yield curve inversion is different than the prior two. washingtonpost.com) Are we measuring housing inflation all wrong?
Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. Welcome back to the 337th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danika Waddell.
Ben is the Founder of Illuminate Wealth Management, an RIA based in Barrington, Illinois that oversees $100M in assets under management for 55 client households. My guest on today's podcast is Ben Hockema.
This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – although an ongoing investigation by Washington state regulators over whether advisors' use of Pontera violates (..)
Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).
Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly
And for advisors who serve self-employed clients, managing a solo 401(k) plan is often a different process than managing other types of investments. But alongside those advantages, there are some specific rules and regulations that are unique to solo 401(k) plans, which can add to the complexity of setting up and maintaining a plan.
This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)
List of Biggest Stockbrokers in India 2024: In this article, we are going to look at the 15 Biggest Stockbrokers in India based on their total number of unique active clients. And this leads to a lot of trouble for their current clients. There are over 4900 stockbrokers in India registered with SEBI and different stock exchanges.
As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.
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