Addepar Closes $117 Million Funding Round
Palantir founder's wealth management platform now serves $2 trillion across 500 advisory partnerships and is adding $10 billion a week in assets.
Recent
Envestnet's Insurance Platform Now Gives Advisors American Equity And Eagle Life Annuities
The partnership opens access to their products during a time when many individuals are worried about having enough income in retirement.
JP Morgan Takes 55ip Off The Board
While the tax automation system will nominally remain independent, it's clear that JPM wants to bundle 55ip technology into its in-house portfolios.
First Ascent: New Products and Flat Fees Propel Dramatic Growth
Scott MacKillop, the firm’s CEO, attributes First Ascent’s success to three factors: ease of use, responsiveness and great value.
AssetMark: UHNW Custom Portfolios Add Lending, Tax Customization
CIBC Custom Portfolios offer tailored investment solutions, holistic wealth planning and high-touch service to support advisors and their clients.
HNW Demand More Than A Passive “Random Walk,” Check Your Active Strategies Now
Risk tactics proved their worth in the COVID shock and tax sensitivity is more important than ever. Did we mention that the indices are top heavy?
SMArtX Adds Russell And Rothschild As AUM Jumps 400%
Advisor demand for turnkey solutions and real-time responsiveness exacerbated by the pandemic remain major themes as AUM quintuples in last 90 days.
