Fidelity is reinforcing its commitment to supporting growth-focused advisors with new additions to its custodial tech suite. On Monday, it announced the launch of Wealthscape Intelligence, a new ...

NEEDHAM, Mass.--(BUSINESS WIRE)--Advisor360°, a leading provider of integrated technology for wealth management firms, was named the winner for Client Onboarding/New Account Opening at the 2025 ...

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...

The market closes in an hour, and your models have just flagged a handful of accounts for rebalancing. But your platforms don’t talk to each other, so you’re toggling between screens, manually ...

NEW YORK--(BUSINESS WIRE)--Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, today announced an additional $15.5 million funding round ...