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2025 Connected Wealth Report 

The #1 reason advisors switch firms is the desire for better technology. 

Read the latest report

In the news

Stay up to date on our latest advancements and experts’ thoughts on industry trends.
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InvestmentNews

10 Best RIA Portfolio Management Software

Our picks for the best portfolio management software boast features that help RIA firms simplify the handling of client assets. Advisor360° has features that go beyond portfolio management. It comes with key wealth management functions and also allows RIAs to perform customer relationship management (CRM) tasks.

July 25, 2025

Digital Wealth News

AI & Finance™

Advisor360° has introduced a new wave of artificial intelligence (AI) features that bring smarter automation, real-time insights, and faster workflows to financial advisors.

July 17, 2025

InvestmentNews

Advisor360 Deploys New AI Features

Advisor360 has launched a suite of AI-driven enhancements, including an embedded virtual assistant and expanded practice intelligence tools.

July 16, 2025

Yahoo! Finance

How the CFP Board is Leading the Charge on AI

Only 8% of advisors see AI as a threat to their livelihoods, down from 21% a year ago, according to a recent Advisor360 report.

June 24, 2025

The Impact Lab

The Rise of the Bionic Advisor: How AI Is Rewriting the Future of Financial Advice

Darren Tedesco, President of Advisor360°: “We’re entering an era where people assist computers, not the other way around.”

June 5, 2025

Connect Money

From “Andi to “Steve”: The Rise of AI Assistants 

John Stevens, VP of Data & Analytics at Advisor360°: “AI assistants in wealth management are rapidly evolving beyond basic automation. Our research showed that advisors’ top request for AI assistants is predictive analytics.”

May 20, 2025

Advisorpedia

The Strategic Advantage: Why Integrated AI Solutions Are Reshaping Wealth Management Communication

Advisor360°’s Parrot AI assistant is purpose-built for advisors, automating notes, CRM updates, and client insights while maintaining SEC/FINRA compliance.

May 19, 2025

The Daily Upside

Advisors Love Automated Assistants. But What’s the Future of AI?

Darren Tedesco, president of Advisor360°: “Empathetic AI is advancing rapidly…These digital agents may even prove more empathetic than humans themselves.”

May 18, 2025

InvestmentNews

Encouraging Advisor Tech Adoption: Roll the Video

According to Advisor360°, roughly 80 percent of advisors contemplating or leaving a firm say technology was a partial catalyst for the move, and 98 percent say they face tech issues at their existing firms.

April 8, 2025

Nerd’s Eye View

Advisor360 Releases Tandem "CRM-Plus" to Cater to Independent RIAs' Data Needs

Advisor360 has announced the launch of a new standalone CRM designed specifically for independent RIAs as it attempts to make more inroads into the RIA channel.

April 7, 2025

ConnectMoney

People and Company News, Week of April 4, 2025 

Advisor360° officially debuted Parrot, its generative AI-powered meeting assistant that goes beyond note-taking and meeting transcription to craft follow-up emails and automatically populate CRMs with action items and insights.

April 4, 2025

Destination CRM

Advisor360° Launches Parrot AI

Advisor360° has launched Parrot AI, a stand-alone generative artificial intelligence-powered meeting assistant to help financial advisors manage client interactions and daily workflows. Parrot is geared specifically for advisor-specific workflows, language, and compliance issues.

April 3, 2025

RIABiz

Advisor360 is Out to Conquer Salesforce and Needham

Advisor360 has new digs in Needham and a new CRM solution for independent advisors.

March 18, 2025

Nerd's Eye View

Weekend Reading For Financial Planners (March 15–16) 2025

A recent survey of advisors by Advisor360 indicates that many advisors are warming to this technology, with 85% of respondents saying that AI is helpful to their practice (up from 64% last year).

March 14, 2025

ConnectMoney

The Meteoric Rise of AI Among Financial Advisors: Q&A with Darren Tedesco

Artificial intelligence (AI) is increasingly being integrated into the work of financial advisors, transforming how they manage client relationships, analyze data, and streamline operations—though it comes with both opportunities and challenges.

March 11, 2025

Financial Advisor

Advisors Losing Their Fears About Gen AI, Surveys Say

The tide is turning when it comes to financial advisors' perception about artificial intelligence and generative AI, as many are embracing the technology and excited about the improvements it can make to their business, according to two recent studies.

March 7, 2025

Finance Director

Advisor360° Unveils Tandem CRM Solution for Independent RIAs

Advisor360° has announced the launch of Tandem, a new customer relationship management (CRM) solution tailored for independent registered investment advisers (RIAs).

March 5, 2025

InvestmentNews

Advisor360, Practifi, Wealthbox Unveil Advisor CRM Updates

Advisor360 announced the launch of its cloud-based CRM solution built specifically for independent RIAs. The new tool debuted at the annual T3 conference this week in Texas.

March 5, 2025

Private Banker International

Advisor360° Launches new CRM Solution for Independent RIAs

Wealthtech firm Advisor360° has unveiled Tandem, a new customer relationship management (CRM) solution tailored for independent registered investment advisors (RIAs).

March 5, 2025

THE DAILY UPSIDE

More than 8 in 10 Advisors Said They Now Use Generative AI

Advisors are warming up to generative AI. Some 85% of advisors said artificial intelligence has helped their practices, up from just 64% last year, according to a new survey from Advisor360.

March 4, 2025

FAMILY WEALTH REPORT

Financial Advisors Warm To Gen AI, Most Reap Immediate Benefits – Survey

Financial advisors are embracing generative AI to make their business more efficient, with 76 per cent of those surveyed by wealthtech firm Advisor360°, saying they’ve reaped immediate rewards.

March 3, 2025

ADVISORPEDIA

Advisors are Rapidly Boosting AI Adoption

According to wealthtech provider Advisor360°, 76% of polled advisors said generative AI is already producing immediate benefits for their practices. Eighty-five percent said generative AI is an assist to their practices, a 25% increase from 2024.

February 28, 2025

FINANCIAL PLANNING

Advisors are Getting More Comfortable with AI, with Exceptions

As generative artificial intelligence becomes more embedded in advisors' practices, most say they consider it a benefit.

February 28, 2025

FINTECH BUZZ

Advisor360° Survey: Generative AI Use Surges Among Financial Advisors

According to wealthtech provider Advisor360°, financial advisors are embracing generative AI (Gen AI) as a game-changing efficiency tool for everything from predictive analytics to summarizing meeting notes. Advisor360°’s research reveals that 85% of advisors call Gen AI a ‘help’ to their practice, up from 64% in 2024.

February 26, 2025

THINKADVISOR

New Advisor Survey Finds Rapid Attitude Shift on AI

Over the past year, financial advisors’ attitudes toward artificial intelligence and generative AI have shifted dramatically, according to a survey released this week by Advisor360°.

February 26, 2025

CONNECTMONEY

85% of FAs Give Generative AI a Thumbs Up: Survey

Financial advisors have continued to warm up to generative AI. A year ago, 64% of them saw it as a “help,” and now that’s risen to 85%, according to a survey conducted by wealthtech provider Advisor360°.

February 25, 2025

INVESTMENTNEWS

Gen AI Keeps Winning More Advisors

Wealth professionals have been turning to the technology almost as fast as it has been evolving. Currently, 85 percent of advisors say generative AI can help them in their practices, up from 64 percent who said so last year, according to results of a survey published today by Advisor360.

February 25, 2025

RETHINKING65

More Financial Advisors Embrace Generative AI Use

According to research by wealthtech provider Advisor360°, 85% of advisors call Gen AI a “help” to their practice, an increase from 64% in 2024. Advisor360° reports that 76% have had immediate benefits from using tools enabled by Gen AI.

February 25, 2025

ai insider

Advisor360° Acquires Generative Artificial Intelligence Provider Parrot AI

Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has acquired Parrot AI, a Boston-based generative AI technology firm. The acquisition builds on Advisor360°’s existing AI capabilities with the addition of Parrot AI’s premium software

January 21, 2025

connectmoney

Advisor360° Buys Gen AI Software Tech Developer

Advisor360°, a digital wealth management platform, has acquired Parrot AI, a Boston-based generative AI technology firm. The acquisition builds on Advisor360°’s existing AI capabilities with the addition of Parrot AI’s software, enabling advisors to record, transcribe, and summarize meetings.

January 17, 2025

financial advisor

Advisor360° Acquires Tech Firm Parrot AI

Digital wealth management platform Advisor360° has acquired AI technology firm Parrot AI. Boston-based Parrot AI’s software allows advisors to record, transcribe, and summarize meetings.

January 17, 2025

CItybiz

Advisor360° Acquires Parrot AI

Advisor360°, a Weston, MA-based provider of integrated technology for enterprise wealth management firms, has acquired Parrot AI, a Boston, MA-based generative AI technology firm.

January 16, 2025

private banker international

Advisor360° takes over Gen AI tech firm Parrot AI

US-based wealth technology company Advisor360° has purchased generative AI technology provider Parrot AI for an undisclosed sum.

January 16, 2025

pulse 2.0

Advisor360° Buys Gen AI Provider Company Parrot AI

Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, announced it acquired Parrot AI, a Boston-based generative AI technology firm. This deal builds on Advisor360°’s existing AI capabilities with the addition of Parrot AI’s premium software.

January 16, 2025

the diwire

Advisor360° Acquires Generative Artificial Intelligence Provider Parrot AI

Advisor360°, a provider of integrated technology for enterprise wealth management firms, has acquired Parrot AI, a Boston-based generative AI technology firm.

January 16, 2025

CIO FIRST

Advisor360° Expands AI Capabilities with Acquisition of Parrot AI

Advisor360°, a leading provider of integrated technology solutions for enterprise wealth management firms, has announced the acquisition of Parrot AI, a Boston-based generative AI technology firm.

January 15, 2025

citywire ria

Advisor360 buys generative AI software firm

Advisor360 has revealed the purchase of an artificial intelligence-focused technology company, Parrot AI.

January 15, 2025

finsmes

Advisor360° Acquires Parrot AI

Advisor360°, a Weston, MA-based provider of integrated technology for enterprise wealth management firms, has acquired Parrot AI, a Boston, MA-based generative AI technology firm.

January 15, 2025

it digest

Advisor360° Acquires Generative AI Provider Parrot AI

Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has acquired Parrot AI, a Boston-based generative AI technology firm. The acquisition builds on Advisor360°’s existing AI capabilities with the addition of Parrot AI’s premium software.

January 15, 2025

the Infotech

Advisor360° Acquires Generative Artificial Intelligence Provider Parrot AI

Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has acquired Parrot AI, a Boston-based generative AI technology firm. The acquisition builds on Advisor360°’s existing AI capabilities with the addition of Parrot AI’s premium software.

January 15, 2025

thinkadvisor

Advisor360 Acquires Generative AI Tech Developer

Advisor360°, the wealth management technology provider, has acquired Parrot AI, a Boston-based generative artificial intelligence developer.

January 14, 2025

venture capital

Advisor360° Acquires Parrot AI to Enhance Wealth Management Technology

Advisor360° has acquired Parrot AI, a generative AI technology firm, to enhance its integrated technology for wealth management firms. The acquisition includes Parrot AI's premium software, which allows advisors to record, transcribe, and summarize meetings.

January 14, 2025

Wealth management

What’s Driving Advisor Attrition? It’s Not What You Think

Do you know what’s driving advisor attrition at your firm? Check out our president Darren Tedesco’s take on the topic in WealthManagement.com’s 2025 Market Outlook.

January 2, 2025

citywire RIA

Advisor360: Tech shortcomings driving advisors to switch firms

New research from Advisor360 notes that a lack of end client capabilities, poor data management and non-integrated applications are pushing advisors to seek new employers.

December 6, 2024

financial advisor

Good Tech, Happy Advisors

It isn’t just investors who are interested in technology. Advisors are just as interested, and their level of satisfaction at their firms directly corresponds to the technology they’re using, according to new research published by digital wealth management platform Advisor 360°.

December 6, 2024

family wealth report

Most US Advisors Pleased They Switched Firms – Survey

A study of hundreds of US advisors by Advisor360° finds that among those who have changed firms, the vast majority are pleased they made the switch.

December 5, 2024

rethinking65

Dissatisfaction with Technology a Key Driver of Advisor Migration

83% of financial advisors are happy they switched firms, and 35% wish they did it sooner, Advisor360° reports.

December 5, 2024

investmentnews

Advisors who switch firms are overwhelmingly happy about it

Most advisors who switch firms say they’re glad they made a move, according to results of a survey published today. That was the case among 83 percent of advisors who went to new companies within the past three years, Advisor360 found.

December 3, 2024

financial planning

The Biggest Tech Question for Advisory Firms

Darren Tedesco discusses the crucial decision of building versus buying in WealthTech, shaping the future of fintech innovation.

September 24, 2024

connectmoney

Mike Fanning: Connect Money 2024 Leadership Series

Mike Fanning shares insights on leadership and innovation in the FinTech space during Connect Money’s Summer ’24 Leadership Series.

September 19, 2024

thinkadvisor

Meet the Luminaries Class of 2024 Finalists

Advisor360° is proud to be recognized as a finalist in ThinkAdvisor’s Luminaries Class of 2024, celebrating innovation in wealth tech solutions.

September 12, 2024

riabiz

Advisor360° Re-Peopling Includes New People Officer

Advisor360°’s new Chief People Officer to lead the A360° company culture and people strategy across three continents.

September 4, 2024

Financial Advisor

Advisor360° Launches New Bulk Onboarding Capabilities

Wealth management fintech company Advisor360° has introduced its newest digital onboarding service, Account Transitions.

September 1, 2024

connectmoney

Advisor360°: Pioneering Change from the Top Down

Mike Fanning, CEO of Advisor360°, discusses leading the transition from established practices to pioneering new frontiers within the firm.

August 26, 2024

connectmoney

People and Company News, Week of August 23, 2024

Advisor360° appoints Dena Upton as Chief People Officer to lead talent acquisition, development, culture and employee engagement.

August 24, 2024

cityWire RIA

Advisor360° adds chief people officer to augment growth

Dena Upton, previously the head of people at Dandy, has been hired by Advisor360° to oversee workplace culture and talent acquisition.

August 21, 2024

digital wealth news

Advisor Tech Talk (Week of 8/14/24)

Advisor360° is spotlighted for its continued innovation in streamlining advisor workflows and enhancing digital wealth management.

August 12, 2024

Investmentnews

YieldStreet founder Milind Mehere takes a seat at Advisor360°

The serial technopreneur is joining as the newest member of the enterprise wealth tech firm’s board of directors.

August 6, 2024

the software report

Mike Fanning to Succeed Richard Napolitano as CEO of Advisor360°

Mike Fanning, the former Head of MassMutual US, has been appointed as the new Chief Executive Officer of Advisor360°.

July 23, 2024

thinkadvisor

Advisor360° Launches Bulk Repapering Service

Advisor360° has launched a digital onboarding service for financial advisors that aims to facilitate a more efficient bulk account transfer and repapering process.

July 16, 2024

connectmoney

Digitizing the Wealth Management Industry: Q&A with Advisor360° CEO Mike Fanning

Mike Fanning, the new CEO of Advisor360°, was interviewed about the digital transformation in wealth management, challenges to digitization, AI's role, and future industry trends.

July 9, 2024

The financial technology report

The Top 25 WealthTech Companies of 2024

Advisor360° has been recognized as one of the Top 25 WealthTech Companies of 2024 by The Financial Technology Report.

July 9, 2024

Boston globe

Fanning Goes from MassMutual to One of its Software Providers

Former MassMutual boss Mike Fanning comes out of retirement to lead Advisor360°.

July 8, 2024

Investmentnews

Advisor360° Adds Marketing Capability with FMG Integration

Advisor360° has fully integrated with FMG to enhance marketing capabilities, addressing a demand seen in 43% of RIAs, according to recent research.

July 3, 2024

cxmtoday

Advisor360° Integrates with FMG

Advisor360° integrates FMG's marketing technology, including websites, workflow, and document vault, with single sign-on for streamlined advisor marketing management.

July 1, 2024

wealth management

Recent Pay-to-Play Case Is Cautionary Tale for Political Contributions | Wealth Management

Political contributions can pose compliance concerns—and reputational risks—to firms in a hotly contested election year.

June 7, 2024

CITYWIRE

Advisor360 hires growth czar from Bank of America

Wealth management software provider Advisor360 has hired a development and growth head from Bank of America in its latest leadership move, the firm announced on Wednesday.

June 6, 2024

CONNECTMONEY

Advisor360 Preps for Next Growth Strategies with Former BofA Hire

Advisor360, a Weston, MA-based wealth management software provider, has hired former Bank of America veteran Abbe Gálvez Cordón as SVP of strategy & corporate development.

June 6, 2024

Venturefizz

Talent on the Move - June 6, 2024

Here's your look at the latest hires and promotions across the tech community.

June 6, 2024

investMentnews

Advisor360 sets up next growth phase with ex-Merrill Lynch leader

Advisor360 is looking to kickstart its next leg of growth with a veteran hire from Bank of America.

June 5, 2024

bOSTON bUSINESS jOURNAL

Mike Fanning Wants Advisor360° on Every Wealth Advisor’s Desktop

After 17 years leading MassMutual, Mike Fanning aims to help Massachusetts' largest fintech company rise to industry leadership.

May 17, 2024

Wealth mANAGEMENT

WealthStack Roundup: Advisor360° Adds GWN Securities as a Client

800 GWN Securities advisors gain access to Advisor360°’s tools, including account opening, data reporting, advisor experience, and client portal.

May 9, 2024

InvestmentNews

Advisor360° Strikes New Wealth Tech Partnership

GWN Securities partners with Advisor360° to build a new technology platform, enhancing tools and support for its advisors nationwide

May 7, 2024

Financial ADvisor iq

Ex-MassMutual Exec Named CEO of Advisor360

Wealthtech firm Advisor360 says it has named Mike Fanning its new chief executive officer.

April 26, 2024

Financial planning

Tech platforms name industry vets to C-suite roles

Two technology leaders in the wealth management space have appointed new executives on April 24.

April 24, 2024

pLANADVISER

Advisor360 names Mike Fanning CEO

Advisor360 LLC, revealed that Mike Fanning, previously head of MassMutual U.S., will take over as CEO from Richard Napolitano when he retires on May 1.

April 24, 2024

Boston Business Journal

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

CITYWIRE

Advisor360° hires ex-MassMutual exec as CEO

Advisor360° has hired former MassMutual exec as CEO.

April 23, 2024

FINANCIAL PLANNING

Advisor360° taps retired MassMutual exec as new CEO

Advisor360° taps retired MassMutual exec as new CEO.

April 23, 2024

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

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

WEALTH MANAGEMENT

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

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

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

INVESTMENTNEWS

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

RETHINKING65

Advisors Fleeing Firms Over Outdated Technology

Financial advisors are “voting with their feet” and leaving firms that have subpar tech.

January 24, 2024

RIA INTEL

Technology Woes Cause Advisor Flight

Advisors’ sentiment on their technology has drastically changed over the past year.

January 24, 2024

THINKADVISOR

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

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

WEALTH MANAGEMENT

WealthStack Roundup: TIFIN Announces Executive Hires

Advisor360° announces several client portal and platform updates and Modern Life debuts its generative AI...

August 3, 2023

THINKADVISOR

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

FINANCIAL PLANNING

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

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

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

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

FINANCIAL PLANNING

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

FINANCIAL PLANNING

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

INVESTMENTNEWS

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

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

FINANCIAL PLANNING

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

Financial Advisor

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

FINANCIAL PLANNING

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

INVESTMENTNEWS

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

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

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

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

GLOBAL FINTECH SERIES

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

INVESTMENTNEWS

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

FINANCIAL PLANNING

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

COVERAGER

MassMutual launches Advisor360°

MassMutual has launched the Advisor360° platform, through which a client's financial investments and...

June 9, 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

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

WEALTH MANAGEMENT

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

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

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

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

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

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

WEALTH MANAGEMENT

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

WEALTH MANAGEMENT

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

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

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

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

BENZINGA

Fintech Focus for November 11, 2020

Advisor360° growing, expands team.

November 10, 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

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

FINANCIAL ADVISOR

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

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

FINANCIAL ADVISOR

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

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

WEALTH MANAGEMENT

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

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

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

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

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

FINANCIAL ADVISOR

Advisor360° Adds Enterprise Software Veteran As CEO

Advisor360°, the wealthtech software company spun off from Commonwealth Financial Network, named Richard...

June 16, 2020

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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