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Michael Kitces
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- Michael Kitces: The latest in financial adviser fintech — December 20187 Dec 2018—Investment NewsWelcome to the December 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management! This month's edition kicks off with the big news that Blackrock is taking a whopping $123M stake in Envestnet as the company doubles down on the strategy of using technology as a distribution channel after its $150M...
- Michael Kitces: The latest in financial adviser fintech — October 20184 Oct 2018—Investment NewsWelcome to the October 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management! This month's edition kicks off with the big news that private equity firm Warburg Pincus is investing a whopping $33M into Facet Wealth, a new advisory firm upstart that aims not to build "robo" tools to compete with advisory...
- Michael Kitces: The Latest In Financial Adviser FinTech — September 20185 Sep 2018—Investment NewsWelcome to the September 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management! This month's edition kicks off with the big news from Schwab that, after years of promising that it is working on a next-generation multicustodial replacement to PortfolioCenter, the new PortfolioConnect solution will only...
- Michael Kitces: The Latest In Financial Advisor FinTech — July 20182 Jul 2018—Investment NewsWelcome to the July 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management! This month's edition kicks off with the big news that robo-advisor-turned-enterprise-digital-advice platform SigFig has raised a whopping new $50M round from famous VC firm General Atlantic, while U.S. Bank announced that it has...
- The Latest In Financial Advisor #FinTech8 Dec 2017—Investment NewsWelcome to the December 2017 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management! This month's edition kicks off with the big news that Lincoln Financial has decided to build its AdviceNext adviser workstation on Fidelity's Wealthscape, as Fidelity's investment into eMoney Advisor is starting to pay off by...
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