Tagged: investment advisors

Fintech UPTIQ Welcomes Focus Financial Partners to Client Roster

UPTIQ, a provider of holistic wealth management solutions for the financial services industry, this week welcomed Focus Financial Partners to its client roster. Focus Financial Partners is a partnership of independent, fiduciary wealth management firms. Utilizing UPTIQ’s artificial intelligence-enabled technology, Focus will expand its ability… Read More

Fidelity RIA M&A Study: Despite Misalignment On Valuation Expectations, M&A Activity Increases By Over 230%

Fidelity Investments 2023 M&A Valuation & Deal Structure Survey “revealed a 237% increase in registered investment advisor (RIA) M&A deals, with 492 reported transactions, up from 146 for the 2017- 2019 study period.” The survey, which examines trends and buyer perceptions “related to RIA M&A… Read More

Alternative Investment Platform CAIS Reports Increase in Demand for White Label Funds Among Broker-Dealers

CAIS, the alternative investment platform for independent financial advisors, continues to see an increase in demand for customized white label funds among independent broker-dealers (IBDs) and registered investment advisors (RIAs) “seeking alternative asset allocations on behalf of their clients.” CAIS’ white label fund solutions–Custom Funds–”allows… Read More

Digital Asset Management Solution Onramp Joins Bosonic Network

Bosonic, a decentralized Financial Market Infrastructure (dFMI) business, announces that Onramp Invest, a crypto management solution providing access to crypto assets for registered investment advisors, will join the Bosonic Network™. This latest addition to Bosonic’s growing institutional client base “supports the Wealth segment, providing safety… Read More

Blockchange Debuts Digital Asset Management Platform For Registered Investment Advisors

Blockchange announced on Tuesday the launch of BITRIA, a digital asset management platform for registered investment advisors. According to Blockchange, the platform allows RIAs to diversify their clients’ portfolios into digital assets for improved returns and risk mitigation, using similar processes to those used for… Read More

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