Smart Acquires Managed Account Provider ProManage
Following Smart’s recent $95 million Series E funding round, the acquisition takes Smart’s global assets under management total to more...
Tag: FinTech
Advisory M&A
Securian Financial Subsidiary acquires Enspire; Pontera and AssetBook intergrate; Wealthspire Advisors acquires Heron Wealth; and more.
Retirement FinTech Startup Lilly to Push Credit Card Rewards to IRAs
Venture-capital backed startup Lilly Funds recently launched a savings app to ship cash rewards from purchases to retirement accounts.
Advisers are Adopting Technology, Model Portfolios
More practices are looking to upgrade their technology and implement direct indexing and model portfolios as they look to spend...
New Venture Seeks to Make FinTech Socially Responsible
Financial Finesse Ventures seeks to erase the trend of predatory practices and close the financial literacy gap.
Analyzing Retirement Industry Cybersecurity Risks and Best Practices
A certain famous bank robber is said to have explained that he robbed banks because ‘that’s where the money is.’...
Virtual Adviser Meetings: Here To Stay or Soon To Go?
Advisers review the main pros and cons of digital meetings and discuss whether or not they will become a permanent...
Automated Client Service and the Future of Advice
The emerging question of the day is how to combine human advice with digital technologies that make the basics of...