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Orion Advisor Solutions Buys CRM Provider Redtail

Orion is attaching Redtail's CRM technology to its advisor offering that includes portfolio management, financial planning and risk profiling.

New yorkUnited statesAlec rosenEric clarkeBrian mclaughlinMonte resnickWealth management at javelin strategy researchOrion advisor solutionsMatrix private capital groupRedtail technologyTa associatesWilliam troutWealth managementJavelin strategyAdviser investments

Schwab Plans April Debut of Personalized Indexing

Charles Schwab's direct indexing offering will start with three indices, tax management and daily attention. Some advisors are skeptical.

Scott salaskeBryan caldwellLuis obispoMellon pershingJalina kerrJavelin strategy researchSchwab advisor servicesCharles schwabSchwab personalized indexingSchwab assetSchwab advisorMotif investingPersonalized indexingWacker wealth partnersSan luis obispoJust invest

Envestnet is reportedly up for sale again

Envestnet is reportedly up for sale in what could potentially become one of the largest wealthtech deals to date.

United statesGayle crowellJud bergmanEnvestnet yodleeWarburg pincusJames foxStuart depinaJavelin strategy researchFacet wealth incOrion advisor solutionsEnvestnet incVisa incEchelon partnersWilliam troutJavelin strategyBrinker capital

Fidelity Updates Wealthscape Platform | Wealth Management

Fidelity also launched a new version of its Wealthscape Investor mobile application.

Tricia haskinsJavelin strategy researchIntegration exchangeIntegration solutions for fidelity investmentsFidelity institutionalIntegration xchangeWealthscape investorIntegration solutionsFidelity investmentsWealthscape analyticsWilliam troutJavelin strategyBlack diamond

How UBS plans to leverage Wealthfront s robo-adviser

Wealthfront will become the foundation of a new UBS offering, but determining how to successfully integrate the tech could be a challenge.

United statesPalo altoRalph hamersDavid goldstoneAndy rachleffFinancial industry regulatory authority incJavelin strategy researchVanguard incCharles schwab coWealthfront incFinancial industry regulatory authoritySmart wealthAdvice advantageSigfig financial managementWilliam troutJavelin strategy

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