financial advisors - FinTecBuzz

PennantPark Announced its Joining the CAIS Platform

July 15, 20263 min

PennantPark, a leading independent private credit platform focused on the core middle market, today announced that they have joined the CAIS platform, expanding access to institutional-quality private market funds for financial advisors and their high-net-worth clients. This marks an important milestone in PennantPark’s continued buildout of its private wealth business, delivering solutions designed to provide income, diversification, and downside protection across market cycles. “Expanding access to independent financial advisors through platforms like CAIS is a...

by PRNewswire

Investments

BetaNXT, CAIS Broaden Access to Alternative Investments

July 8, 20263 min

Partnership gives firms in the BetaNXT network access to CAIS alternatives capabilities, helping streamline trade and post-trade workflows

by BusinessWire

Investments

DeepVest Launches Firm-Level Governance Framework

June 15, 20265 min

New governance layer enables CIOs and investment committees to define, monitor and audit AI agent behavior across investment processes

by RedBlack

Platforms

RedBlack Named 2026 WealthManagement Award Finalist

June 10, 20263 min

RedBlack, a leading provider of wealth technology and managed services, that it has been recognized as a finalist for the WealthManagement.com Industry Awards in the Technology Provider – Rebalancing category for ongoing innovation to its rebalancing and trading platform. Now in its 12th year, the “Wealthies” celebrates the organizations and individuals driving innovation and delivering meaningful impact for financial advisors and their clients. RedBlack was recognized for its continued innovation and enhancements to its rebalancing...

by BusinessWire

Investments

CAIS Unveils Lineup for Its Fifth Annual Industry Summit

June 4, 20269 min

The marquee event at the intersection of alternative investments and independent wealth returns to Beverly Hills

by PRNewswire

Investments

Fi-Tek LLC and InspereX Partner to Advance Fixed Income Trading Capabilities

April 24, 20263 min

Fi-Tek LLC, a leading provider of wealth technology solutions, and InspereX, a tech-driven distributor of fixed income, structured products, ETFs, and alternative investments, today announced a strategic partnership aimed at transforming the way fixed income securities are traded and managed for wealth managers and financial advisors. Through the integration of InspereX’s BondNav® – a pioneering fixed income data aggregation platform that enables users to efficiently access, evaluate, monitor, and trade fixed income securities – directly...

by PRNewswire

Investments

VanEck Brings Multi-Asset ETF Model Portfolios to Orion Platform

April 13, 20265 min

VanEck today announced that several of its ETF model portfolios are now available through Orion, a premier provider of wealthtech solutions for financial advisors and the enterprise firms that serve them. The collaboration expands access to VanEck’s multi-asset investment strategies and marks the firm’s first model portfolio integration with the Orion platform. Advisors on the Orion platform can access VanEck’s models at no additional cost, enabling them to implement diversified, multi-asset strategies while outsourcing portfolio construction, trading...