1+ hour, 39+ min ago  (825+ words) Envestnet has announced another addition to its C-suite leadership, while Shaping Wealth welcomes another C-level exec and Nitrogen introduces an AI agent alongside updates to redefine client meetings for advisors. Envestnet has hired longtime cybersecurity executive Rich Friedberg as chief…...

6+ mon, 4+ week ago  (490+ words) The annual survey, now in its twentieth year, gathered responses from 577 compliance officers and professionals across firms of all sizes, highlighting a rapidly shifting regulatory landscape and the growing complexity of compliance priorities. AI and predictive analytics were identified as…...

6+ mon, 4+ week ago  (524+ words) by'Mark Anderson and Jane Lanhee Lee Microsoft Corp.s server software was exploited by unidentified hackers, with analysts warning of widespread cybersecurity breaches across the globe. Cybersecurity firms cautioned that a broad section of organizations around the world could be…...

7+ mon, 5+ day ago  (443+ words) Former CBIZ chief investment officer Anna Rathbun has launched Grenadilla Advisory, a Cleveland-based RIA that will focus on alternative investments, including private equity, private credit, real estate. She also plans to invest in public markets primarily through active ETFs." Rathbun…...

7+ mon, 1+ week ago  (758+ words) Pontera, the fintech firm with a focus on helping advisors manage and oversee held-away retirement assets, has forged a new partnership with hybrid RIA Snowden Lane, while Opto Investments helps an Indiana-based independent upgrade its capability to offer private market…...

7+ mon, 1+ week ago  (370+ words) New York based fintech company Alpaca has announced a major strategic expansion as it moves towards its ambition for global coverage. The self-clearing broker-dealer and brokerage infrastructure API which recently appointed former Robinhood and Square executive Nadia Asoyan as its…...

7+ mon, 3+ week ago  (479+ words) Roughly two months since it secured a fresh round of funding from a consortium of VC investors including Singapore's GIC, Salesforce Ventures, and Iconiq Growth, Altruist is making a statement. On Monday, the firm unveiled a major update, overhauling its…...

8+ mon, 2+ day ago  (472+ words) Two wealth firms " one a newcomer with deep wirehouse roots, the other backed by a seasoned insurance parent " announced new acquisitions Tuesday as they continue to expand in the independent RIA space. On Tuesday, Indivisible Partners revealed it has brought…...

8+ mon, 3+ day ago  (552+ words) Orion is expanding its technology ecosystem for RIAs with the addition of two new integration partners aimed at streamlining back-office operations and client service workflows, particularly focusing on one often-neglected area of compliance. With the integration, advisors can identify eligible…...

8+ mon, 1+ week ago  (671+ words) Snappy Kraken and FMG, two leading wealth tech names with a focus on marketing, are rolling out new capabilities to better help advisors with their organic growth efforts. On Tuesday, self-styled "martech innovator" Snappy Kraken officially announced the launch of…...