In the news
Stay up to date on our latest advancements and experts’ thoughts on industry trends.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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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