Tagged: rias

October 30, 2025 @ 9:41 am By JD Alois  |  

Pave Finance says it has integrated with broker Charles Schwab. Pave explains that the move enables registered investment advisors (RIAs) to link their Schwab client accounts directly to Pave for automated portfolio management and trading. Pave notes that the wealth management sector is expected to… Read More

March 4, 2025 @ 2:25 pm By Omar Faridi  |  

Betterment Advisor Solutions (BAS), the “all-in-one” custodian for modern RIAs, has recently announced the launch of an all-digital solo 401(k), designed for independent advisors and their self-employed clients. Betterment‘s solo 401(k) is built upon its existing “record keeping system that today powers Betterment at Work.”… Read More

January 24, 2024 @ 9:53 am By JD Alois  |  

Anchorage Digital Bank has announced a partnership with Onramp Invest to offer regulated crypto products to financial advisors. Onramp is part of Securitize – a top US-based tokenization firm. Anchorage is the only federally chartered digital asset bank that offers custody which has focused on… Read More

April 15, 2023 @ 11:13 am By Omar Faridi  |  

CAIS, the alternative investment platform for independent financial advisors, continues to see an increase in demand for customized white label funds among independent broker-dealers (IBDs) and registered investment advisors (RIAs) “seeking alternative asset allocations on behalf of their clients.” CAIS’ white label fund solutions–Custom Funds–”allows… Read More

December 8, 2020 @ 9:47 am By Samantha Hurst  |  

Blockchange, a U.S.-based digital asset investing platform for professional wealth managers, announced on Tuesday it has partnered with U.S. fintech IRA Financial to enable IRA funds and select 401k plans to be invested in cryptocurrencies and digital assets, under the management of a financial advisor…. Read More

November 1, 2020 @ 10:31 pm By Samantha Hurst  |  

  Blockchange, a U.S.-based digital asset investing platform for professional wealth managers, recently announced the addition of fourteen new digital assets to its BITRIA Digital Turnkey Asset Management platform for registered investment advisors. According to Blockchange, the additions will include ten Decentralize Finance (DeFi) tokens and… Read More