The latest in financial #AdvisorTech — January 2023
January 24, 2023 by Michael Kitces
The January edition of the latest in financial #AdvisorTech kicks off with the news that Envestnet has decided to enter the RIA custodial business through a partnership with Australian bank FNZ to white-label what was once the State Street RIA custodial platform of many years ago — providing Envestnet an opportunity to even more deeply integrate its front-end advisor platform to the back end of custody for a more seamless end-to-end experience (and, potentially, a more competitive bundled pricing arrangement for a unified technology-plus-custody offering).
Click HERE to read the full story via InvestmentNews