In this month’s edition, we look back at the four major trends underway in the financial adviser ecosystem that shaped the big AdviserTech events that occurred in 2021, and what the trends portend for the year to come. The first ...

The December edition kicks off with the big news that Halo Investing has raised a $100 million Series C round to fuel the ongoing growth of structured notes, annuities, buffered ETFs and other “protective” investment vehicles, alongside competitors Simon Markets ...

The November edition kicks off with the big news that Schwab is working on its own internal Personalized [Direct] Indexing solution, which is expected to become available to both its retail investors and the registered investment advisers on its platform, ...

The October edition kicks off with the big news that Franklin Templeton is acquiring O’Shaughnessy Asset Management and its Canvas direct indexing platform, as yet another traditional asset manager makes a bet that the future will be increasingly driven by ...

This month’s edition kicks off with the big news that Riskalyze has been recapitalized with a valuation of more than $300 million, as the risk tolerance assessment tool continues to expand its adviser reach — seemingly unimpacted by an explosion ...

This month’s edition kicks off with the big news that Vanguard has apparently decided that direct indexing is the future, making its first-ever external acquisition of direct indexing platform JustInvest after an initial pilot program with RIAs quickly brought in ...

This month’s edition kicks off with the big news that SmartAsset has achieved unicorn status with a $1 billion-plus valuation, driven primarily by its pivot to using its consumer financial media content as a lead generation channel for financial advisers, ...

This month’s edition kicks off with the big news that Zoe Financial has raised a $10 million Series A round to accelerate its lead generation service for advisers, as the pandemic hastens the consumer shift away from finding a local ...