Open Banking Is Key to Bank Innovation: Report
A report from Aite Group suggests that to better serve financial customers, banks should begin implementing open APIs.
Fi360 Updates Fiduciary Focus Toolkit
Fi360 recently announced that it is updating its Fiduciary Focus Toolkit with new reporting capabilities for financial advisors.
Envestnet Expands Single-Sign-On Capability With New Integration
Envestnet | Tamarac has a new integration partner, Okta, which provides identity management solutions.
iCapital to Acquire Private Equity Platform From Deutsche Bank
The transfer of assets will grow iCapital's platform assets to $5 billion.
Orion Announces New Onboarding Portal
Orion announced Tuesday that it is launching a new onboarding portal with support from current partner Mineral Interactive.
FSI Partners With Valuation Platform
Members will receive a discounted rate on the self-service platform to value their firms, benchmark their practice against peers' and find growth opportunities.
Orion Integrates With FutureVault
Orion Advisor Services announced Monday that it is integrating with FutureVault, a collaborative information management platform.
RMDs Drive IRA Withdrawal Decisions: EBRI
IRA owners aren’t dipping into their accounts unless they have to, EBRI found.
The 2017 Broker-Dealers of the Year Get Real on Tech
The broker-dealer leaders discuss which technology systems they can do without.
Advisors Need to Up Their Game on Client Reporting: SS&C
A survey by SS&C Technologies Holdings found that tech investment is lagging when it comes to reporting information to clients.