Altruist Raises $112M to Take on Schwab, Fidelity: Tech Roundup
By Jeff BermanFunding came from Insight Partners and Adams Street Partners, plus Bill McNabb, Ron Carson and Marty Bicknell.
April 06, 2023
Morgan Stanley's 1GT Invests in AI-Focused Analytics Startup: Tech RoundupIn addition, Orion's Redtail platform has integrated with Flourish.
April 05, 2023
Former Goldman Sachs Execs Launch RIA AggregatorModern Wealth Management recently received $200 million in private equity financing from Crestview Partners.
April 03, 2023
Do a 'Mock Audit' Now Before SEC Comes Knocking: Compliance ProFrontLine Compliance's Amy Lynch talks about today's top compliance issues and how advisors can prepare for what's ahead.
March 30, 2023
BofA's Planning Tool Hits Milestone: Tech RoundupIn addition, Snappy Kraken has launched its Freedom360 marketing program for financial advisors.
March 30, 2023
8 Predictions for Advisors in 2023: Schwab PanelIndustry VIPs, including Bernie Clark, weigh in on what lies ahead and how RIAs can best tap into the industry's growth trends.
March 30, 2023
Schwab Shares Fall After Downgrade by Morgan StanleyIts shares are down about 33% in March, and its downgrade reflects the heightened risk analysts now see in financial firms.
March 29, 2023
Riskalyze, Orion Expand Integration PactThe enhancements should make Orion accounts "feel native" inside Riskalyze's platform, says Riskalyze CEO Aaron Klein.