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In search of the adviser tech holy grail

An adviser tech ecosystem is emerging with the ultimate goal of enabling advisers to unify a client’s financial world onto a single platform. ....

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Vanguard could propel values-based direct indexing from niche to essential

Vanguard could propel values-based direct indexing from niche to essential
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

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Morningstar aims to rethink risk tolerance with new tools

Morningstar aims to rethink risk tolerance with new tools
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

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Envestnet rolls out Trust Services Exchange

Envestnet rolls out Trust Services Exchange
Envestnet advisers can manage trust and estate planning accounts for their clients thanks to an API integration with Trucendent
February 26, 2021
3
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Registered investment advisers and broker-dealers a part of the Envestnet network will now have the option to manage trust and estate planning accounts for their clients thanks to a new integration with Trucendent.
Looking to roll out a tool that addresses the $68 trillion in wealth set to transfer into the hands of next-gen investors, the tech giant announced Wednesday the launch of the Envestnet Trust Services Exchange designed to let advisers facilitate the transfer of wealth from generation to generation without dealing with external attorneys or trust administrators. ....

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