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BlackRock sells FutureAdvisor robo biz to Ritholtz Wealth Management

In addition to the major robo-advisory deal, this week's recap features new partnerships for Vestwell and Riskalyze, and a new leader at Advisor360°.

United statesDavid goldstoneUs bankRitholtz wealth managementNew york based ritholtz wealth managementFinancial planningAladdin wealthCondor capital wealth managementRobo rankingBlack historyWealthtech weeklyRobo advisorsWealth managementPractice and client managementCareer moves

Orion tool to address Americans who consider lying about money as bad as cheating

To aid difficult advisor-client conversations about money and love, the wealthtech firm is rolling out a new tool to help advisors become quasi "life coaches."

United statesDaniel crosbyAdvisor solutionMoney surveyForbes advisorChief behavioral officer daniel crosbyFinancial planningOrion couplesWealthtech weeklyPractice and client managementWealth managementBehavioral financeIndustry news

NaviPlan architect seeks to bring fresh AI-powered software to U S advisors

Mark Evans has been creating financial planning software for more than 30 years. Here's what his next offering is about.

United statesAinslie simmondsMark evansFidelity international strategic venturesRoyal bankConquest planningInternational strategic venturesFinancial planningWealthtech weeklyPractice and client managementArtificial intelligenceWealth managementCareer advancementIndustry news

eMoney readies advisors for April with addition of new tax planning features

Upgrades to eMoney Advisor allow advisors to demonstrate Roth conversions and support SECURE Act 2.0 changes.

Josh belfioreUncle samFidelity investmentsMoney decision centerDecision centerMoney advisorBracket based rothTax bracket reportAutomated bracket based roth conversionMinimum distributionTotal taxes reportWealthtech weeklyWealth managementPractice and client managementCareer advancement

Majority of firms consider digital transformation their top strategic priority

A new report from Broadridge Financial Solutions also indicates enthusiasm for AI is high, but buy-in on the metaverse remains low.

Tim gokeyBroadridge financial solutionsNext gen techWealthtech weeklyWealth managementPractice and client managementArtificial intelligence

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