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Michael Kitces

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Michael Kitceshttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=mkitces&maxw=220&cci_ts=20190824093350

Recent Articles

biotech

The latest in financial adviser fintech — August 2019

Aug 13, 2019

This month's edition kicks off with the announcement that Orion Advisor Services is acquiring Advizr for $50M

Technology-digital-robo

Michael Kitces: The latest in financial adviser fintech — July 2019

Jul 12, 2019

This month's edition kicks off with the announcement that Fidelity is launching a new Managed Account XChange (FMAX), in what appears to be a shift in the Fidelity business model

Technology-mobile-digital

Michael Kitces: The latest in financial adviser fintech — June 2019

Jun 10, 2019

This month's edition kicks off with the news that Vanguard is apparently working on a new "technology" platform for advisors.

technology

Michael Kitces: The latest in financial adviser fintech — May 2019

May 24, 2019

This month's edition kicks off with the news that Schwab's PortfolioConnect is now available – for free – to all RIAs on its platform

deal-partner

Michael Kitces: The latest in financial adviser fintech — April 2019

Apr 18, 2019

This month's edition kicks off with the blockbuster deal of the decade in advisor technology: Envestnet acquiring MoneyGuidePro for half a billion dollars, or nearly 10X its forward revenues

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