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InvestmentNews
Advisor360° taps veteran Mike Fanning as CEO
Advisor360°, a prominent software provider for wealth management enterprises, has announced succession in its...
April 23, 2024
WealthManagement
Mike Fanning Comes Out Of Quasi-Retirement To Lead Advisor360°
Former MassMutual U.S. chief Mike Fanning is coming out of retirement to succeed Richard Napolitano as CEO of...
April 23, 2024
ThinkAdvisor
Advisor360° Taps Former MassMutual Exec as CEO
Advisor360° announced that Mike Fanning, a longtime MassMutual executive and 30-year financial industry...
April 23, 2024
Citywire
Advisor360° hires ex-MassMutual exec as CEO
Advisor360° has hired former MassMutual exec as CEO.
April 23, 2024
BBJ
Advisor360° names former head of MassMutual U.S. as new CEO
Mike Fanning will succeed Richard Napolitano, who is retiring. Fanning will assume the role on May 1.
April 23, 2024
Financial Planning
Advisor360° taps retired MassMutual exec as new CEO
Advisor360° taps retired MassMutual exec as new CEO.
April 23, 2024
VettaFi Advisor Perspectives
Three Critical Risk Factors in the Age of AI
Artificial Intelligence (AI) is causing the wealth management industry to rethink its foundational beliefs.
April 10, 2024
Connect Money
Transformation
The wealth management industry is indeed undergoing a significant transformation, driven by technological...
April 9, 2024
InformationWeek
Help Your C-Suite Colleagues Navigate Generative AI
Here are five steps that CTOs can use to help their organizations develop an enterprise-wide generative AI...
March 4, 2024
InvestmentNews
Advisor360° boasts productivity-boosting platform upgrades
The company highlighted its gifts and entertainment disclosure feature, which simplifies compliance with...
February 6, 2024
Digital Wealth News
Advisor Tech Talk (Week of 1/29/24)
The latest research from Advisor360° reveals that 92% of advisors would jump ship over bad technology.
January 29, 2024
Family Wealth Report
Software Winners: What New T3 Tech Survey Reveals
The need for cutting edge software was underscored by a new survey just released from fintech firm...
January 29, 2024
KITCES
Weekend Reading For Financial Planners (January 27-28)
According to a recent study by AdvisorTech provider Advisor360°, a sub-par technology experience can hurt a...
January 26, 2024
Investment News
Bad tech is bad for advisors’ business
If advisors are using outdated or subpar tech, they’re likely to leave their firm for another.
January 25, 2024
Wealth Professional
Almost half of advisors have quit their firms over one major failing
The Connected Wealth Report involved 300 advisors with an average age of 36.5 and managing an average $40...
January 25, 2024
RIA Intel
Technology Woes Cause Advisor Flight
Advisors’ sentiment on their technology has drastically changed over the past year.
January 24, 2024
Think Advisor
90% of Advisors Say They'd Ditch a Firm With Subpar Tech: Study
Advisors are increasingly dissatisfied with the tools they have for working with clients.
January 24, 2024
Rethinking65
Advisors Fleeing Firms Over Outdated Technology
Financial advisors are “voting with their feet” and leaving firms that have subpar tech.
January 24, 2024
Financial Planning
The financial advisors who are jumping on the generative AI bandwagon
While some look at AI's rising power and profile and brace for the worst, the next generation of financial...
December 1, 2023
Family Wealth Report
NextGen Wealth Advisors Are Chilled About AI
A wealthtech firm has surveyed younger advisors and finds that while they are not complacent, they are not...
November 30, 2023
InvestmentNews
Young advisors welcome AI, but regulatory concerns restrict its use
Most young financial advisors say artificial intelligence will enable them do their jobs better, but they...
November 29, 2023
ThinkAdvisor
Next-Gen Advisors Upbeat on AI: Survey
Younger financial advisors are generally optimistic about the emergence of artificial intelligence in wealth...
November 29, 2023
Traders Magazine
ON THE MOVE: Brian Steele Joins DTCC; Brian Williamson to UBS
DTCC has hired Brian Steele as Managing Director, President, Clearing & Securities Services, effective...
October 2, 2023
Plan Sponsor
Retirement Industry People Moves
Joe Urwitz will join law firm Crowell & Moring LLP as a partner in its tax group, guiding clients on...
September 29, 2023
Private Banker International
Advisor360° appoints a new member to the board of directors
Mike Fanning, the former head of MassMutual US, has been appointed to the board of directors of Advisor360°,...
September 27, 2023
Digital Wealth News
Advisor Tech Talk
This was not a quiet week on the advisor side of fintech news.
August 21, 2023
Venturefizz
Summer 2023 Interns Across the Tech Industry
We noticed that companies have been bringing back their summer intern programs, so we decided that it was...
August 14, 2023
Financial Planning
Older investors flock to AI stocks as Gen Z plays it safe: Wealthtech...
A new study from wealth management software provider Apex Fintech Solutions suggests that the promise of AI...
August 11, 2023
Digital Wealth News
The Week in Digital Wealth
Leading broker-dealer solutions firm Advisor360° revealed several upgrades and additions to its ecosystem.
August 7, 2023
Wealthmanagement.com
WealthStack Roundup: TIFIN Announces Executive Hires
Advisor360° announces several client portal and platform updates and Modern Life debuts its generative AI...
August 3, 2023
Think Advisor
The Secrets Behind Commonwealth’s Award-Winning Advisor Satisfaction
In the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study, Commonwealth received an overall...
July 14, 2023
FinancialPlanning
HNW clients want more online engagement and to leave the 'heavy...
A new study finds nearly one-third of Generation Z and young millennials check portfolio balances daily, but...
June 22, 2023
Wealth Management
WealthStack Roundup: EU Passes Artificial Intelligence Act
Also, Advisor360° releases its 2023 Connected Wealth Report results.
June 15, 2023
BusinessWire
D.A. Davidson Announces The FinTech Herd 2023
Featuring the Top 100 Privately-Held Financial Technology Companies Based in the U.S.
June 12, 2023
Money Management Insitute
Dated technology is costing advisors business
MMI Journal of Investment Advisory Solutions; page 145 of the report.
June 12, 2023
Digital Wealth News
Advisor Tech Talk (Week of 3/7/23)
Advisor360° announced that Mat Mathews has joined as Senior Vice President, Product. In this newly created...
March 6, 2023
venturefizz
Talent on the Move - March 3, 2023
Here's your look at the latest hires and promotions across the tech community at Advisor360°, airSlate, and...
March 3, 2023
InvestmentNews
Fintech Bytes: RBC selects Vestwell, Riskalyze partners with Opto
Mat Mathews, who previously oversaw the managed secure file transfer service at Amazon Web Services as a...
March 3, 2023
BOSTINNO
The Beat: Powered by BOSTINNO
Advisor360°, a Weston-based tech provider for broker-dealers and other wealth managers, named Mat Mathews as...
February 28, 2023
FinancialPlanning
Voices How much portfolio access is too much for clients?
The rise of technology in wealth management has allowed advisory clients ever-greater online access to their...
February 3, 2023
Wealth Management
Advisors in the Age of Digital Transformation
2023 Market Outlook; page 112 of the report.
January 30, 2023
Investment News
Fintech Bytes: Advisor360 acquires wealthtech
Agreement Express is able to open accounts at multiple custody and clearing firms, and Advisor360 plans to...
January 13, 2023
FinancialPlanning
Advisor360° nets wealthtech, fresh faces in first-ever M&A deal
Advisor360° is kicking off 2023 by welcoming new tech tools and new teammates.
January 13, 2023
Investment Executive
The bridge to a hybrid advisor
Despite the early threat of robo-advice disrupting the wealth industry, experts now align on the notion that...
November 28, 2022
FinancialPlanning
Wealthtech 2023: 5 tech insiders on the tools and tips that actually...
When looking at the modern wealthtech landscape, there seems to be a solution for every aspect of the...
November 23, 2022
Rethinking65
Outdated Tech is Costing Advisors Clients and Prospects
The firm with a new study on this topic answers our questions on how advisors can more proactively approach...
November 22, 2022
FA magazine
Subpar Technology Costing Advisors Business, Survey Says
Fifty-two percent of advisors said they have lost prospects because their firms' technologies did not meet...
November 16, 2022
PlanAdvisor
Subpar Technology Could Steer Clients Away from Advisers
Many advisers complain about lack of automation and functionality and prefer a platform that gives them more...
November 16, 2022
ThinkAdvisor
Is Outdated Wealth Management Technology Costing You Business?
Technology can be a game changer for advisors who want to grow their business.
November 16, 2022
FinancialPlanning
Advisors say lousy tech is costing them clients and prospects
With the wealth management landscape increasingly competitive, advisors say that having the right technology...
November 15, 2022
InvestmentNews
Bad tech costs advisers money and clients
Though 58% of the advisers and executives surveyed classified their technology as 'modern,' 65% reported...
November 15, 2022
Digital Wealth News
Advisor Tech Talk
Technology can be a firm's best friend or worst enemy as they race to implement new protocols to be on the...
November 1, 2022
Investment News
Coming to a firm near you: An optimized digital wealth experience
Firms are constrained by legacy technology stacks, and it's not easy for them to pivot and deliver the...
August 17, 2022
Wealth Management
The Future of Digital Onboarding
The wealth management industry has clearly made progress in terms of streamlining how advisors and their...
August 1, 2022
Advisor Insurance Investment Income
Advisor360° Introduces New Beneficiaries Capability For Insurance...
Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management...
July 13, 2022
Digital Wealth News
Advisor Tech Talk
Advisor360° had announced a significant cross-product enhancement to its existing Beneficiaries capability....
July 5, 2022
Wealth Management
WealthStack Roundup: GeoWealth and Pontera, American Century and...
Advisors eyeing the great wealth transfer know that estate planning and developing relationships with client...
July 1, 2022
Forbes
How To Choose Financial Planning Software
The days of crunching numbers with a pencil, paper and a clunky calculator are long gone. Financial planning...
July 1, 2022
FintecBuzz
Advisor360° Introduces Beneficiaries Capability Insurance Policies
Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management...
June 30, 2022
ThinkAdvisor
Ric Edelman's Digital Asset Group Offers Course to Flourish Crypto...
Advisor360° announced a cross-product enhancement to its beneficiaries capability for advisors on Tuesday....
June 30, 2022
GlobalFintechSeries
Advisor360° Introduces New Beneficiaries Capability for Insurance...
Financial advisors can see and report beneficiaries consolidated across investment and insurance products for...
June 29, 2022
ThinkAdvisor
Schwab Launches Personalized Indexing for RIAs: Tech Roundup
Advisor360° launched Automated Document Bundling, which the firm said Wednesday detects, enriches and batches...
April 15, 2022
Investment News
Advisor360° upgrades new-account processing
Advisor360°, a Weston, Massachusetts-based wealth management software firm, has launched an upgrade that...
April 13, 2022
Private Banker International
State Street's Charles River signs strategic partnership with...
State Street Company Charles River Development has forged a strategic alliance with Advisor360° to offer an...
March 24, 2022
ThinkAdvisor
Fidelity Enhances Bond Beacon: Tech Roundup
Fidelity Investments added new features and expanded access to Fidelity Bond Beacon, Fidelity Institutional's...
March 24, 2022
Yahoo!Finance
Mass Fintech Hub Announces New Advisory Board and Unveils Early...
The Mass Fintech Hub today revealed the latest efforts to make Massachusetts a global leader in fintech by...
March 17, 2022
InsuranceNewsnet
Record Whole Life Sales Drive MassMutual To Strong 2021 Growth
Massachusetts Mutual Life Insurance Company (MassMutual) today reported excellent financial results1 for...
February 28, 2022
DARKReading
Redefining the CISO-CIO Relationship
Most companies today recognize the importance of having a leader tasked with keeping the organization's...
January 13, 2022
Wealth Management
Advisor360° Remodels Software to Make Onboarding Easier
Software developer Advisor360° is overhauling the way it's selling its technology. The Commonwealth Financial...
December 14, 2021
Digital Insurance
Is the future of insurance vertical?
We are in the wake of the biggest wealth transfer in the history of the world. As trillions of dollars change...
November 19, 2021
Digital Wealth News
Advisor tech talk: 11/23/21
The broader advisor community has been adding tech talent, launching new products and going digital...
November 16, 2021
FinancialPlanning
The case for "buy" when it comes to your firm's IT system
Planning and executing IT projects is a challenge for all chief technology and information officers.
September 23, 2021
Boston Business Journal
Fintech's market opportunities: Q&A with Advisor360°'s CEO
Tech industry veteran Rich Napolitano, CEO of Advisor360°, recently answered questions about the company's...
September 3, 2021
Boston Business Journal
Largest Fintech Companies in Massachusetts
Configurable wealth platform that unifies financial advisors' protection and wealth data, completely...
September 2, 2021
FinTecBuzz
Wealth Management Platform Advisor360° Names Cynthia Stephens as VP
In her new role as head of marketing, Stephens will expand and develop Advisor360°'s go-to-market strategy to...
August 19, 2021
ThinkAdvisor
American Express Teams With Startup on Financial Planning Tool: Tech...
American Express has joined forces with startup BodesWell to launch a new My Financial Plan digital financial...
August 19, 2021
CISION PR Newswire
Winners of Inaugural CISOs Top 100 CISOs (C100) Recognition
The Esteemed CISO Board of Judges of the CISOs Top 100 CISOs (C100) Recognition, a first of its kind honor...
July 8, 2021
Gov Info Security
Profiles in Leadership: Alex Cunningham, CISO, Advisor360°
As a cybersecurity leader, it's one thing to earn a seat at the senior management table.
July 6, 2021
Financial Planning
T3 conference expands with inaugural workshop for wealthtech...
Outdated technology infrastructure makes it difficult for financial services institutions to keep pace with...
June 16, 2021
Financial Planning
MassMutual releases new advisor tech more than 2 years after...
Massachusetts Mutual Life Insurance Company is finally bringing to market the next-generation advisor...
June 9, 2021
Coverager
MassMutual launches Advisor360°
MassMutual has launched the Advisor360° platform, through which a client's financial investments and...
June 9, 2021
Finextra
MassMutual licenses Advisor360° software to thousands of advisors
For the first time, a client's financial investments and protection portfolio can be seamlessly accessed and...
June 8, 2021
BusinessWire
MassMutual introduces first-ever, fully-consolidated digital platform...
The Advisor360° platform, built with input from financial professionals over the past several decades, now...
June 7, 2021
Digital Wealth News
Fintech Luminaries: Meet Richard Napolitano of Advisor360°
Digital Wealth News is pleased to bring you our Fintech Luminaries series-featuring thought leaders within...
June 4, 2021
WealthManagement.com
Altruist's $50 Million Investment Raises Eyebrows, and Questions
Altruist founder and CEO Jason Wenk, vowing to take on the incumbent custodians, landed an eye-popping $50...
May 20, 2021
Financial Advisor Magazine
Data Integration Is Crucial For Wealth Managers Looking To Expand And...
To meet evolving client demands and acquire new assets in a competitive industry, many advisors are...
April 27, 2021
By Darren Tedesco | ThinkAdvisor
5 Ways Advisors, Clients Have Changed in the Pandemic
As every wealth management professional understands, investing isn't just about numbers. The process of...
April 8, 2021
Family Wealth Report
How To Think About Buying Wealth Management Technology
We talk to the industry about the kind of issues that should be considered when buying technology for wealth...
February 17, 2021
Global Fintech Series
Chris Ollendike Joins Advisor360° as SVP, Head of Sales
Advisor360° announced today that Chris Ollendike has joined the team as SVP of Sales. In collaboration with...
January 28, 2021
IT Business Today
Chris Ollendike Joins Advisor360° as SVP, Head of Sales
Advisor360°, provider of an integrated suite of productivity tools for advisors, clients, and broker-dealers,...
January 28, 2021
Family Wealth Report
Who's Moving Where In Wealth Management? - CFA Institute, Advisor360°
The latest industry moves in wealth management and related sectors across the U.S. Advisor360°, a provider of...
January 28, 2021
Boston City Biz List
Chris Ollendike Joins Advisor360° as SVP
Advisor360° announced today that Chris Ollendike has joined the team as SVP of Sales. In collaboration with...
January 27, 2021
WealthManagement.com
Nineteen Predictions for Wealth Management in 2021
Leaders across the wealth management space with quick takes on what they expect is coming for the industry,...
December 24, 2020
WealthManagement.com
How a Disjointed Workflow Hinders Advisor Productivity and Growth
The average financial plan takes an advisor more than 15 hours to produce. A study from Michael Kitces found...
December 23, 2020
ThinkAdvisor
Commonwealth Expanding Menu of VIP Options in 2021
Commonwealth plans to expand on several of its VIP, technology, and other initiatives for financial advisors...
November 20, 2020
WealthTech Club
WealthTech Weekly November 16, 2020
Discovery Data launched its next-generation market intelligence platform in conjunction with the expansion of...
November 16, 2020
AiThority
Advisor360° Names Cassie Warrington VP, Business Development
Ms. Warrington joins the firm's newly created Business Development team. Advisor360°, provider of a unified,...
November 12, 2020
Global FinTech Series
Advisor360° Names Cassie Warrington VP, Business Development
Advisor360°, provider of a unified, integrated software suite for advisors, clients, broker-dealers, and...
November 11, 2020
Family Wealth Report
Who's Moving Where In Wealth Management?- Dynasty, Envestnet, Others
The latest senior moves in North American wealth management.
November 11, 2020
News Break
Advisor360° Names Cassie Warrington VP, Business Development
Ms. Warrington joins the firm's newly created Business Development team. Advisor360°, provider of a unified,...
November 11, 2020
Citybizlist
Advisor360° Appoints Cassie Warrington as VP
Advisor360°, provider of a unified, integrated software suite for advisors, clients, broker-dealers, and...
November 10, 2020
Financial Planning
How SS&C Advent aims to meet advisor demand for annuities
Fintechs are introducing new digital insurance marketplaces to meet rising demand for the products among...
October 13, 2020
ThinkAdvisor
Organize the Data: Idea File
Advisor360° has an idea to help financial services organizations increase sales efficiency: eliminate the...
September 21, 2020
Global FinTech Series
William D. Green Joins Advisor360° Board of Directors
Advisor360°, provider of a unified, integrated software suite for advisors, clients, and...
September 15, 2020
Wealth-X
William D. Green Joins Advisor360° Board Of Directors
Advisor360°, provider of a unified, integrated software suite for advisors, clients, and...
September 14, 2020
Financial Advisor Magazine
WealthTech Weekly for 09/01/2020
Marc Butler will join Skience as the Herndon-based wealth management firm's president and chief operating...
September 1, 2020
Financial Advisor Magazine
Notes From The Publisher
Q4 in the media industry is a busy one, and it looks like it will be in the world of fintech and wealthtech...
September 1, 2020
WealthTech Club
WealthTech Weekly August 31, 2020
Advisor360° has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management...
August 31, 2020
Benefits Pro
Benefits industry products roundup: Advisor360°, Blockchange, Gemini...
Advances in technology and analytics, as well as greater attention paid to customers' needs, are bringing...
August 28, 2020
Global FinTech Series
Advisor360° Introduces New Insurance Application for Wealth...
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their...
August 26, 2020
AiThority
Advisor360° Introduces New Insurance Application For Wealth...
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their...
August 25, 2020
Insurance News Net
Advisor360° Introduces New Insurance Application for Wealth...
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their...
August 25, 2020
Wealthadviser
Advisor360° Launches New Insurance Application for Wealth Management...
Advisor360°, provider of a unified, integrated suite of customisable tools for advisors, clients, and...
August 25, 2020
Financial Advisor Magazine
WealthTech Weekly 07/21/2020
Advisor360° announced four new hires: Meredith Crouse as senior vice president, chief people officer, Doug...
July 21, 2020
WealthTech Club
WealthTech Weekly July 20, 2020
Advisor360° announced four new hires: Meredith Crouse as senior vice president, chief people officer, Doug...
July 20, 2020
Financial Advisor Magazine
Advisor360° Adds Four To Leadership Team
Advisor360° announced four new hires: Meredith Crouse as senior vice president, chief people officer, Doug...
July 14, 2020
Global FinTech Series
Advisor360° Expands HR, Operations and Engineering Teams with Four...
Advisor360° announced four new hires: Meredith Crouse as senior vice president, chief people officer, Doug...
July 14, 2020
WealthManagement.com
Commonwealth Spinoff Advisor360° Names Four Key Executives
Fresh blood with big enterprise experience-from outside the broker-dealer and RIA space-points to a big...
July 13, 2020
Michael Kitces
The Latest In Financial Advisor #FinTech (July 2020)
Latest News in Financial Advisor FinTech-where we look at the big news, announcements, and underlying trends...
July 6, 2020
Financial Planning
400 advisors, $26B in client assets: Massive breakaway RIAs show...
Three of the largest recruiting moves and deals in the independent broker-dealer channel so far this year...
June 24, 2020
Financial Advisor Magazine
Notes From The Publisher 06/23/20
This week, we're featuring Dave Frisone from SmartAsset, who shared in his responses that the firm had over...
June 23, 2020
Financial Advisor Magazine
WealthTech Weekly 06/23/2020
LPL advisors now have access to AdvicePay. GeoWealth announced a strategic alliance with Foreside Financial...
June 23, 2020
WealthTech Club
WealthTech Weekly June 22, 2020
LPL advisors now have access to AdvicePay. GeoWealth announced a strategic alliance with Foreside Financial...
June 22, 2020
ThinkAdvisor
John Hancock Hires LTCI Government Relations Specialist: Personnel...
John Hancock has hired Amanda Weaver to be an assistant vice president on its government relations team....
June 19, 2020
AiThority
Advisor360° Names Richard Napolitano, Former EMC/Dell Executive, As...
WealthTech software company Advisor360° announced it has named technology industry veteran Richard Napolitano...
June 17, 2020
Global FinTech Series
Advisor360° Names Richard Napolitano, Former EMC/Dell Executive, as...
WealthTech software company Advisor360° announced it has named technology industry veteran Richard Napolitano...
June 17, 2020
Financial Advisor Magazine
Advisor360° Adds Enterprise Software Veteran As CEO
Advisor360°, the wealthtech software company spun off from Commonwealth Financial Network, named Richard...
June 16, 2020
Boston City Biz List
Advisor360° Names Richard Napolitano as CEO
Advisor360° today announced it has named technology industry veteran Richard Napolitano as CEO to scale the...
June 16, 2020
Michael Kitces
The Latest In Financial Advisor #FinTech (May 2020)
This month's edition kicks off with the news that FTV Capital has taken a majority stake in Docupace, which...
May 4, 2020
FinTech Global
Advisor360° named to WealthTech100 list
The WEALTHTECH100 is an annual list of 100 of the world's most innovative WealthTech companies selected by a...
April 28, 2020
BusinessWire
Commonwealth Financial Network Hosts Nearly 2,000 at 2019 National...
Commonwealth Financial Network recently hosted nearly 2,000 affiliated financial advisors, staff, guests, and...
October 8, 2019
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