AUGUST 5, 2024

Fidelity Brings Bundled Tech Tools to Small and Mid-Sized RIAs

Diana Britton

A new all-in-one tech stack includes components of Wealthscape, eMoney, and Advyzon, while an advisory bundle includes Wealthscape, eMoney and FMAX Essentials, a slimmed-down version of FMAX.

FULL ARTICLE

Technology

RIAs Need to Take a Methodical Approach to Embracing AI

Brad Genser

Regulators aren’t wrong in warning about the unintended consequences of artificial intelligence in financial services if leveraged improperly.

FULL ARTICLE

Sponsored by Empower

Connect with businesses with up to $1M in retirement assets.

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Industry

Private Credit Sells Funds for Small Investors as Big Ones Balk

John Sage (Bloomberg)

Interval funds are being pitched to registered investment advisors as an easy-to-sell entry into direct lending.

FULL ARTICLE

RIA Channels

Boutique Investment Bank HamptonRock Launches Wealth Business

Diana Britton

David Dodson, a former Oppenheimer advisor, has joined to lead the wealth management business.

FULL ARTICLE

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