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Rob Burgess

Rob Burgess

Technology Reporter, WealthManagement.com

Rob Burgess is a former technology reporter at WealthManagement.com. 

Latest from Rob Burgess

What's in my wealthstack David Tepp Tepp Wealth Management
Financial Planning
Tepp Wealth Management: Approaching The Tech Stack From A Tax-Smart PerspectiveTepp Wealth Management: Approaching The Tech Stack From A Tax-Smart Perspective
byRob Burgess
Jun 21, 2024
3 Min Read
Morningstar Wealth President Daniel Needham
WealthTech
AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMPAssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP
byRob Burgess
Jun 20, 2024
1 Min Read

All from Rob Burgess

What's in my wealthstack OFC Emily Jaffe
Financial Planning
OFC Wealth Management: Taking Some Of The Stress Out Of Divorce With Specialized Software
OFC Wealth Management: Taking Some Of The Stress Out Of Divorce With Specialized Software
Jun 13, 2024
|
6 Min Read
byRob Burgess, Technology Reporter
Fidelity
WealthTech
Fidelity, Envestnet Increase Collaboration On Managed Accounts
Fidelity, Envestnet Increase Collaboration On Managed Accounts
Jun 13, 2024
|
1 Min Read
byRob Burgess, Technology Reporter
hearsay-office.jpeg
WealthTech
Yext to Acquire Hearsay Systems
Yext to Acquire Hearsay Systems
Jun 11, 2024
|
1 Min Read
byRob Burgess, Technology Reporter
Brightwave CEO Mike Conover AI
WealthTech
AI-Powered Financial Research Assistant Brightwave Raises $6M In Seed Funding
AI-Powered Financial Research Assistant Brightwave Raises $6M In Seed Funding
Jun 11, 2024
|
2 Min Read
byRob Burgess, Technology Reporter
YourStake CEO Gabe Rissman
Artificial Intelligence
YourStake To Provide AI-Powered APIs To Apex Fintech Solutions
YourStake To Provide AI-Powered APIs To Apex Fintech Solutions
Jun 10, 2024
|
2 Min Read
byRob Burgess, Technology Reporter
wealthstack-tech.jpg
WealthTech
WealthStack Roundup: Advyzon Investment Management Names Scott Smith Chief Revenue Officer
WealthStack Roundup: Advyzon Investment Management Names Scott Smith Chief Revenue Officer
Jun 7, 2024
|
2 Min Read
byRob Burgess, Technology Reporter
Rob Rickey Straightline Group What's in my Wealthstack
Retirement
StraightLine Group: Customizing The Tech Stack For Clients In Retirement
StraightLine Group: Customizing The Tech Stack For Clients In Retirement
Jun 6, 2024
|
5 Min Read
byRob Burgess, Technology Reporter
Ainslie Simmonds Pershing X
WealthTech
BNY Mellon’s Pershing X Upgrades Wove Platform
BNY Mellon’s Pershing X Upgrades Wove Platform
Jun 4, 2024
|
3 Min Read
byRob Burgess, Technology Reporter
mark-evans-conquest-promo.jpg
WealthTech
Conquest Planning Upgrades Its Strategic Advice Manager
Conquest Planning Upgrades Its Strategic Advice Manager
Jun 4, 2024
|
1 Min Read
byRob Burgess, Technology Reporter
missouri-flag.jpg
WealthTech
Missouri Regulators Send Warning Letter to Advisors Using Data Aggregation Tech
Missouri Regulators Send Warning Letter to Advisors Using Data Aggregation Tech
May 31, 2024
|
3 Min Read
byRob Burgess, Technology Reporter
CAIS Group
WealthTech
WealthStack Roundup: MassMutual Advisors To Have Access To CAIS Alts Platform
WealthStack Roundup: MassMutual Advisors To Have Access To CAIS Alts Platform
May 31, 2024
|
2 Min Read
byRob Burgess, Technology Reporter
Bridget Grimes
WealthTech
WealthChoice: Using Tech To Serve Women Breadwinners
WealthChoice: Using Tech To Serve Women Breadwinners
May 31, 2024
|
4 Min Read
byRob Burgess, Technology Reporter
Interactive-Brokers-office.png
Regulation & Compliance
SEC Adopts Updated Cybersecurity Rules
SEC Adopts Updated Cybersecurity Rules
May 24, 2024
|
2 Min Read
byRob Burgess, Technology Reporter
Orion Wealth Management President Ron Pruitt
Financial Planning
Wealthstack Roundup: Ron Pruitt Named Orion Wealth Management President
Wealthstack Roundup: Ron Pruitt Named Orion Wealth Management President
May 21, 2024
|
3 Min Read
byRob Burgess, Technology Reporter
WealthStack CMOs Wealth Management EDGE
Marketing
WealthStack: Marketing Is An Investment To Be Tracked
WealthStack: Marketing Is An Investment To Be Tracked
May 20, 2024
|
3 Min Read
byRob Burgess, Technology Reporter
Shannon Rosic Tech Demos Wealth Management EDGE
WealthTech
AI Wealthtech Startup Jump Wins 'Best In Show' At WealthStack Tech Demos
AI Wealthtech Startup Jump Wins 'Best In Show' At WealthStack Tech Demos
May 20, 2024
|
3 Min Read
byRob Burgess, Technology Reporter
Matt Halloran, co-founder and chief relationship manager of ProudMouth WealthStack Wealth Management EDGE
Client Relations
WealthStack: Meet Your Clients On Social Media In Your Own Voice
WealthStack: Meet Your Clients On Social Media In Your Own Voice
May 16, 2024
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2 Min Read
byRob Burgess, Technology Reporter
Wealth Management EDGE WealthStack CTO panel
Artificial Intelligence
WealthStack: Using Technology, Automation To Remove Friction
WealthStack: Using Technology, Automation To Remove Friction
May 16, 2024
|
2 Min Read
byRob Burgess, Technology Reporter
Michael Kitces Jason Pereira Hot Ones Wealth Management EDGE
Financial Planning
Hot Takes From Michael Kitces, Jason Pereira at Wealth Management EDGE
Hot Takes From Michael Kitces, Jason Pereira at Wealth Management EDGE
May 15, 2024
|
2 Min Read
byRob Burgess, Technology Reporter
Wealth Management EDGE WealthStack AI Jason Pereira
Artificial Intelligence
Advisors: Go Ahead And Kick The Tires On AI
Advisors: Go Ahead And Kick The Tires On AI
May 15, 2024
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3 Min Read
byRob Burgess, Technology Reporter
stifel-pontera.jpg
WealthTech
Pontera, Stifel Financial Launch Partnership
Pontera, Stifel Financial Launch Partnership
May 14, 2024
|
1 Min Read
byRob Burgess, Technology Reporter
Jason Pereira Michael Kitces Hot Ones
Artificial Intelligence
WealthStack Live Blog: All About AI
WealthStack Live Blog: All About AI
May 14, 2024
|
7 Min Read
byRob Burgess, Technology Reporter
RIA CEOs panel RIA Edge Wealth Management EDGE
RIA Edge
RIA Edge Live Blog: Selling Growth
RIA Edge Live Blog: Selling Growth
May 14, 2024
|
10 Min Read
byPatrick Donachie, Rob Burgess
Cory McCruden, EY, Ron Bullis, LifeWorks, R. Scott Victoria, Trade PMR
Financial Planning
Wealth Management EDGE: Future Advisors Will Have to Pick Up Where AI Falls Short
Wealth Management EDGE: Future Advisors Will Have to Pick Up Where AI Falls Short
May 14, 2024
|
3 Min Read
byRob Burgess, Technology Reporter
ai-prompt-engineering.jpg
WealthTech
Wealth Management EDGE: With AI Prompt Engineering, It’s ‘Garbage In, Garbage Out’
Wealth Management EDGE: With AI Prompt Engineering, It’s ‘Garbage In, Garbage Out’
May 14, 2024
|
2 Min Read
byRob Burgess, Technology Reporter
Cory McCruden, managing director of wealth and asset management at Ernst & Young
Financial Planning
The AI Assembly at Wealth Management EDGE: The Future of AI
The AI Assembly at Wealth Management EDGE: The Future of AI
May 13, 2024
|
5 Min Read
byRob Burgess, Technology Reporter
$28B Merrill Lynch Team Leaves For JPMorgan
Industry News & Trends
$28B Merrill Lynch Team Leaves For JPMorgan
$28B Merrill Lynch Team Leaves For JPMorgan
May 10, 2024
|
1 Min Read
byRob Burgess, Technology Reporter
michael-teidemann_0.jpg
RIA
AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi
AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi
May 10, 2024
|
4 Min Read
byDavid Bodamer, Rob Burgess
brian-dillbeck-feature-image.jpg
WealthTech
Prime Capital Investment Advisors: If It’s Not In Salesforce, It Didn’t Happen
Prime Capital Investment Advisors: If It’s Not In Salesforce, It Didn’t Happen
May 9, 2024
|
3 Min Read
byRob Burgess, Technology Reporter
wealthstack-tech.jpg
Industry News & Trends
WealthStack Roundup: Advisor360° Adds GWN Securities as a Client
WealthStack Roundup: Advisor360° Adds GWN Securities as a Client
May 9, 2024
|
3 Min Read
byRob Burgess, Technology Reporter
AdvicePay President Kelsey Lewis
RIA
AdvicePay Promotes Kelsey Lewis To President
AdvicePay Promotes Kelsey Lewis To President
May 8, 2024
|
2 Min Read
byRob Burgess, Technology Reporter
Adam Birenbaum Buckingham Colony Group
RIA
Focus Financial Merges Buckingham Strategic Wealth With The Colony Group
Focus Financial Merges Buckingham Strategic Wealth With The Colony Group
May 6, 2024
|
1 Min Read
byRob Burgess, Technology Reporter
wealthstack-tech.jpg
Financial Planning
WealthStack Roundup: ‘Invent Village’ To Debut At Wealth Management EDGE 2024
WealthStack Roundup: ‘Invent Village’ To Debut At Wealth Management EDGE 2024
May 3, 2024
|
4 Min Read
byRob Burgess, Technology Reporter

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Top Hollywood Attorney Joins Wealth.com’s Legal Team

Feb 11, 2025

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