Financial Industry Blog

News, Tools, and Insight by AdvisorPeak

Why Use a Direct Indexing Strategy?

Why Use a Direct Indexing Strategy?

Direct indexing has become cheaper due to advancing technology, making it available to most investors. The theory behind direct indexing is to mimic the risk...

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Did Your Firm ‘Shine’ in 2021?

Did Your Firm ‘Shine’ in 2021?

For advisors who spent the time, hired the right people, shifted their spending to new technologies and put up with the pain of change, 2021 was the time to...

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FinTech: What to Buy and Why

FinTech: What to Buy and Why

Regarding tech in the COVID era and what advisors should be thinking about adding to their tech stack- now in order to be ready for 2022 is essential....

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Open Data: The Gateway to Choice

Open Data: The Gateway to Choice

The wealth management industry is redesigning faster than ever before—Intense M&A activity, commission compression, price wars, and use of open data. Open...

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FinTech News

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Addepar opens its wallet to buy trading and rebalancing wealthtech AdvisorPeak

on Financial Planning

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After being 'blown away' by AdvisorPeak's engineering prowess, Addepar is buying the company to arm its clients with automated rebalancing software

on RIABiz

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AdvisorPeak Appoints Chief Strategy Officer

on WealthAdvisor

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BlackRock Strengthens Aladdin Platform’s Trading Capabilities: Tech Roundup

on ThinkAdvisor

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Enhanced tax credit entices more companies to offer 401(k) plans

on Pensions & Investments

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AdvisorPeak Unveils Digital Asset Capabilities for FAs on Its Platformk

on Financial Advisor IQ

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AdvisorPeak Partners To Add Crypto Trading, Rebalancing Functions

on Financial Advisor Magazine

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Coinbase goes public: Why it matters to advisers

on Investment News

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AdvisorPeak brings cryptocurrencies to its trading software

on Financial Planning

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Envestnet, Orion and Schwab will all launch crypto capabilities soon enough, insiders say, but Damon Deru just beat them all to market with more than a hack

on RIABiz

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A Look At Advisor-Facing Fintech From Three Different Vantage Points

on Digital Wealth News

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AdvisorPeak Integrates THOR, Envestnet Beefs Up Recommendations, RobustWealth Remodels

on Wealth Management

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AdvisorPeak Introduces New Model Portfolios on Trading Platform

on Wealth Adviser

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For all media inquiries, please contact Andrew Jennings at andrew@theplunkettgroup.com.