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Envestnet | Retirement Solutions surpasses USD25bn in fiduciary service assets

Fri, 23/06/2017 - 09:56

Envestnet | Retirement Solutions (ERS) now supports more than USD25 billion in assets under advice through its customised, portable 3(21) and 3(38) outsourced fiduciary service, Envestnet Fiduciary Advantage. »

Intelliflo integrates iPipeline’s SolutionBuilder to deliver protection insurance service

Fri, 23/06/2017 - 08:06

Intelliflo’s Intelligent Office (iO) has integrated iPipeline’s SolutionBuilder, an enhanced research, quote and apply portal designed to help advisers rapidly model and shape a range of protection solutions. »

Redhawk launches FiduciaryShield

Thu, 22/06/2017 - 09:20

Redhawk Wealth Advisors (Redhawk), a provider of investment management and fiduciary services, has launched FiduciaryShield, a new toolset for advisers to operate as a full fiduciary for clients. »

Crowdmatrix adds venture capital to offering

Wed, 21/06/2017 - 09:35

Online alternative investment platform Crowdmatrix is now providing investors with access to high growth private technology companies through the Plaza Ventures Fund IV venture capital fund.  »

Capital Wealth Planning selects Fiserv for integrated portfolio accounting and trading solutions

Fri, 16/06/2017 - 09:51

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that Capital Wealth Planning, a fee-only SEC registered investment advisor (RIA), has selected Fiserv to provide a portfolio accounting and trading platform that can interface with Unified Managed Account (UMA) model delivery platforms. »

Rob Arnott, Research Affiliates

Research Affiliates launches revamped asset allocation interactive website

Fri, 16/06/2017 - 07:30

Research Affiliates has launched a new version of Asset Allocation Interactive, an online investor tool that provides investment information and expected return data across more than 130 assets. »

Nicola Meaden Grenham, Dumas

Dumas Capital Co-founder named strategic adviser to Kettera Strategies

Fri, 16/06/2017 - 07:26

Dr Nicola Meaden Grenham (pictured), co-founder of Dumas Capital, has been named Strategic Adviser to Kettera Strategies and its Hydra marketplace, a global platform providing investors with access, daily transparency, intra-month liquidity and notional funding to established and emerging alternative asset managers. »

ArchOver partners with Escalate

Thu, 15/06/2017 - 09:56

Peer-to-peer (P2P) business lending platform ArchOver, has become the first UK lender to partner with Escalate, a fixed-cost commercial dispute resolution service for SMBs. »

Standard Life’s Wrap platform Investment Hub passes GBP4bn mark in just three years

Thu, 15/06/2017 - 08:45

Standard life’s Investment Hub has broken through the GBP4 billion milestone as it celebrates its third birthday. »

TCA teams up with Millennium Trust Company to expand alt assets offering

Wed, 14/06/2017 - 09:55

Trust Company of America (TCA), an independent provider of integrated technology, custody and practice management support for registered investment advisors (RIAs), has formed a strategic relationship with Millennium Trust Company (MTC), a custodian for alternative assets, to provide alternative asset custody in taxable portfolios for its advisors.   »

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