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WealthTech
SignatureFD: Leaving The Server BehindSignatureFD: Leaving The Server Behind

Migrating to modern cloud-based services is helping CIO Laura Hubbell not only serve clients better but scale the business at $7.4 billion AUM SignatureFD.

byRob Burgess, Technology Reporter
Dec 8, 2023
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1 Min Read
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WealthTech
Wealthsimple Aims to Quadruple Assets to $74B in Five YearsWealthsimple Aims to Quadruple Assets to $74B in Five Years
byMathieu Dion
Dec 7, 2023
1 Min Read
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Artificial Intelligence
WealthManagement EDGE Podcast: Unleashing the Power of Generative AI with Cory McCrudenWealthManagement EDGE Podcast: Unleashing the Power of Generative AI with Cory McCruden
byNabia Jenkins-Johnston
Dec 7, 2023
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Artificial Intelligence
Hamilton Lane, TIFIN AI for Private Markets Partnership Raises $6MHamilton Lane, TIFIN AI for Private Markets Partnership Raises $6M
byDavis Janowski
Dec 7, 2023
1 Min Read
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Equities
Commonwealth Expands Model Portfolio PlatformCommonwealth Expands Model Portfolio Platform
byAli Hibbs
Dec 5, 2023
1 Min Read
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High Net Worth
How Financial Advisors Can Seize Opportunities in the $129T Wealth TransferHow Financial Advisors Can Seize Opportunities in the $129T Wealth Transfer
byAri Brojde
Dec 4, 2023
1 Min Read
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Artificial Intelligence
The WealthStack Podcast: How to Use Generative AI to Scale Your Practice With Alan Gurung
The WealthStack Podcast: How to Use Generative AI to Scale Your Practice With Alan Gurung
Dec 1, 2023
byShannon Rosic - Moderator, Director of WealthStack Content and Solutions
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WealthTech
The Word on WealthTech for December 2023
The Word on WealthTech for December 2023
Dec 1, 2023
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1 Min Read
byDoug Fritz, CEO and founder
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WealthTech
Henrickson Nauta Wealth Advisors: A Tug Of War Between Best of Breed And Best Fit
Henrickson Nauta Wealth Advisors: A Tug Of War Between Best of Breed And Best Fit
Nov 30, 2023
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1 Min Read
byRob Burgess, Technology Reporter
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WealthTech
Helios Integrates Machine Learning Into Its Investment Models
Helios Integrates Machine Learning Into Its Investment Models
Nov 30, 2023
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1 Min Read
byRob Burgess, Technology Reporter
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WealthTech
Finance Executives Launch Firm to 'Tokenize' Investments
Finance Executives Launch Firm to 'Tokenize' Investments
Nov 29, 2023
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Equities
Wall Street’s $300B Middleman Rides Model-Portfolio Boom
Wall Street’s $300B Middleman Rides Model-Portfolio Boom
Nov 28, 2023
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1 Min Read
byEmily Graffeo and Vildana Hajric
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WealthTech
Wolfsen’s Roadmap for Orion
Wolfsen’s Roadmap for Orion
Nov 22, 2023
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1 Min Read
byDiana Britton, Managing Editor
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Retirement
401(k) Real Talk Episode 86: November 22, 2023
401(k) Real Talk Episode 86: November 22, 2023
Nov 22, 2023
byFred Barstein, The Retirement Adviser University,
Tricia Rothschild
RIA
Tricia Rothschild Joins Private Equity Firm Advent International
Tricia Rothschild Joins Private Equity Firm Advent International
Nov 21, 2023
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1 Min Read
byAli Hibbs, Reporter
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Alternative Investments
Tokenize Stocks, Bonds, Funds, But Proceed With Care
Tokenize Stocks, Bonds, Funds, But Proceed With Care
Nov 21, 2023
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1 Min Read
byAndy Mukherjee
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Artificial Intelligence
Three Steps for Asset Managers to Succeed with AI and What Financial Advisors Can Learn from Them
Three Steps for Asset Managers to Succeed with AI and What Financial Advisors Can Learn from Them
Nov 20, 2023
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1 Min Read
byMike Lee
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Regulation & Compliance
Robinhood: Many Investors Will Lose Access to the Market Under SEC AI Rule
Robinhood: Many Investors Will Lose Access to the Market Under SEC AI Rule
Nov 20, 2023
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1 Min Read
byPatrick Donachie, Senior Reporter
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Insights & Analysis
The WealthStack Podcast: The Power of Visuals to Create Deeper Engagement with Dr. Ross Riskin
The WealthStack Podcast: The Power of Visuals to Create Deeper Engagement with Dr. Ross Riskin
Nov 17, 2023
byShannon Rosic - Moderator, Director of WealthStack Content and Solutions
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WealthTech
Summit Investment Management: Keeping The Tech Simple
Summit Investment Management: Keeping The Tech Simple
Nov 17, 2023
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1 Min Read
byRob Burgess, Technology Reporter
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WealthTech
WealthStack Roundup: Farther Reaches $1.6B In AUM
WealthStack Roundup: Farther Reaches $1.6B In AUM
Nov 17, 2023
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1 Min Read
byRob Burgess, Davis Janowski
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WealthTech
Helios Rolls Out Scheduling Features For Its Model Rebalancing
Helios Rolls Out Scheduling Features For Its Model Rebalancing
Nov 16, 2023
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1 Min Read
byRob Burgess, Technology Reporter
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Retirement
401(k) Real Talk Episode 85: November 15, 2023
401(k) Real Talk Episode 85: November 15, 2023
Nov 15, 2023
byFred Barstein, The Retirement Adviser University,
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RIA
tru Independence Partners with Opto to Offer Private Investments
tru Independence Partners with Opto to Offer Private Investments
Nov 15, 2023
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1 Min Read
byAli Hibbs, Reporter
Envestnet
Retirement
Envestnet to Rollout Retirement Savings Program
Envestnet to Rollout Retirement Savings Program
Nov 14, 2023
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1 Min Read
byRob Burgess, Technology Reporter
Incoming Nitrogen CEO Dan Zitting and co-founder Aaron Klein
RIA
Aaron Klein to Step Down as Nitrogen CEO
Aaron Klein to Step Down as Nitrogen CEO
Nov 14, 2023
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1 Min Read
byPatrick Donachie, Senior Reporter
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WealthTech
Q&A: Philipp Hecker, CEO of Bento Engine
Q&A: Philipp Hecker, CEO of Bento Engine
Nov 14, 2023
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1 Min Read
byRob Burgess, Technology Reporter
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Client Relations
Financial Literacy Is Key to the Client/Advisor Relationship
Financial Literacy Is Key to the Client/Advisor Relationship
Nov 14, 2023
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1 Min Read
byLaura Hanichak Gregg
digital dollars
High Net Worth
A Closer Look at the Technology Reshaping Family Offices
A Closer Look at the Technology Reshaping Family Offices
Nov 13, 2023
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1 Min Read
byAshley Whittaker, President, Global Sales
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WealthTech
Wetherby Asset Management and Laird Norton Wealth Management: Merging The Tech Of Two Firms Can Be A Challenge
Wetherby Asset Management and Laird Norton Wealth Management: Merging The Tech Of Two Firms Can Be A Challenge
Nov 10, 2023
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1 Min Read
byRob Burgess, Technology Reporter
Arch co-founder Ryan Eisenman
Alternative Investments
Digital Admin for Alts Raises $20M in Latest Funding Round
Digital Admin for Alts Raises $20M in Latest Funding Round
Nov 9, 2023
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1 Min Read
byDiana Britton, Managing Editor
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Industry News & Trends
Bank of Hawai‘i Outsources Its B/D Operating Platform to Atria
Bank of Hawai‘i Outsources Its B/D Operating Platform to Atria
Nov 9, 2023
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1 Min Read
byDiana Britton, Managing Editor
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ETFs
Ex-Cantor Executives Start Lending Platform for Anticipated Spot Bitcoin ETFs
Ex-Cantor Executives Start Lending Platform for Anticipated Spot Bitcoin ETFs
Nov 8, 2023
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1 Min Read
byOlga Kharif
A BlackRock office building in New York City..
Equities
BlackRock’s $100 Billion Model Makers Are Betting on Megacaps
BlackRock’s $100 Billion Model Makers Are Betting on Megacaps
Nov 8, 2023
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1 Min Read
byKatie Greifeld
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WealthTech
How Technology Can Help Clients ‘Befriend Their Future Selves’
How Technology Can Help Clients ‘Befriend Their Future Selves’
Nov 8, 2023
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1 Min Read
byRob Burgess, Technology Reporter

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