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Altruist CEO and founder Jason Wenk
WealthTech
Altruist Eliminates Portfolio Accounting Software Fee for Custody ClientsAltruist Eliminates Portfolio Accounting Software Fee for Custody Clients

That gives the firm’s RIA custody clients free access to performance reporting, fee billing, portfolio rebalancing, a client portal and portfolio accounting software.

byDiana Britton, Managing Editor
Sep 21, 2023
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1 Min Read
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WealthTech
Adjusted for Risk: How Digital Vaults Can Help Solve Some of the Biggest Challenges Advisors Face TodayAdjusted for Risk: How Digital Vaults Can Help Solve Some of the Biggest Challenges Advisors Face Today
byRyan Nauman
Sep 21, 2023
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Regulation & Compliance
Former Deutsche Bank Broker Pleads Guilty To Crypto-Related FraudFormer Deutsche Bank Broker Pleads Guilty To Crypto-Related Fraud
byPatrick Donachie
Sep 20, 2023
1 Min Read
digital safe
High Net Worth
Planning for Digital Assets 101Planning for Digital Assets 101
byVanessa L. Maczko
Sep 19, 2023
1 Min Read
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Estate Planning
The WealthStack Podcast: Democratization, Digitization of Estate Planning with Andres MazabelThe WealthStack Podcast: Democratization, Digitization of Estate Planning with Andres Mazabel
byShannon Rosic - Moderator
Sep 15, 2023
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Artificial Intelligence
Future Proof Roundup: AI Takes the Main StageFuture Proof Roundup: AI Takes the Main Stage
byRob Burgess
Sep 15, 2023
1 Min Read
Morningstar
Investment
Morningstar to Cut Up to 12% of Sustainanalytics ESG Unit
Morningstar to Cut Up to 12% of Sustainanalytics ESG Unit
Sep 15, 2023
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1 Min Read
byRob Burgess, Technology Reporter
TIFIN CEO Vinay Nair
WealthTech
A Q&A with Vinay Nair, Founder of TIFIN
A Q&A with Vinay Nair, Founder of TIFIN
Sep 15, 2023
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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WealthTech
The Next PE Consolidation Battleground? WealthTech
The Next PE Consolidation Battleground? WealthTech
Sep 13, 2023
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1 Min Read
byPatrick Donachie, Senior Reporter
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WealthTech
Morningstar Launches Enterprise Analytics Platforms and API For Mo Chatbot
Morningstar Launches Enterprise Analytics Platforms and API For Mo Chatbot
Sep 11, 2023
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1 Min Read
byRob Burgess, Technology Reporter
Orion CEO Natalie Wolfsen
RIA
Orion Taps AssetMark’s Natalie Wolfsen as New CEO
Orion Taps AssetMark’s Natalie Wolfsen as New CEO
Sep 10, 2023
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1 Min Read
byDiana Britton, Managing Editor
Opto Investments CEO Ryan VanGorder
Alternative Investments
Opto Investments Introduces Custom Funds Capabilities
Opto Investments Introduces Custom Funds Capabilities
Sep 8, 2023
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1 Min Read
byRob Burgess, Technology Reporter
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Industry News & Trends
WealthManagement.com Recognizes Top Companies, Execs at 2023 Industry Awards
WealthManagement.com Recognizes Top Companies, Execs at 2023 Industry Awards
Sep 8, 2023
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1 Min Read
byWealthManagement.com Staff
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WealthTech
WealthStack Roundup: FP Alpha Releases P&C Snapshot, Which Summarizes Client Insurance Coverage
WealthStack Roundup: FP Alpha Releases P&C Snapshot, Which Summarizes Client Insurance Coverage
Sep 8, 2023
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1 Min Read
byRob Burgess, Technology Reporter
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Financial Planning
Wealth Management EDGE Podcast: LPL Financial’s Marc Cohen on Unlocking Growth in Wealth Management
Wealth Management EDGE Podcast: LPL Financial’s Marc Cohen on Unlocking Growth in Wealth Management
Sep 7, 2023
byMark Bruno, Managing Director, Wealth Management
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Industry News & Trends
Schwab Reports No Major Issues After Labor Day Weekend TD Ameritrade Conversion
Schwab Reports No Major Issues After Labor Day Weekend TD Ameritrade Conversion
Sep 5, 2023
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1 Min Read
byRob Burgess, Technology Reporter
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Insights & Analysis
The WealthStack Podcast: Making the Digital Asset Investing Ecosystem Accessible with Eric Ervin
The WealthStack Podcast: Making the Digital Asset Investing Ecosystem Accessible with Eric Ervin
Sep 1, 2023
Charles Schwab office
WealthTech
Advisors Express Cautious Optimism Ahead Of Schwab, TD Ameritrade Labor Day Account Conversion
Advisors Express Cautious Optimism Ahead Of Schwab, TD Ameritrade Labor Day Account Conversion
Sep 1, 2023
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1 Min Read
byRob Burgess, Davis Janowski
dilbert-massacre-cubicle-nerd-web
WealthTech
Portfolio Optimization For Non-Nerds
Portfolio Optimization For Non-Nerds
Aug 31, 2023
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1 Min Read
byIraklis Kourtidis, founder and CEO
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WealthTech
The Word on WealthTech for September 2023
The Word on WealthTech for September 2023
Aug 31, 2023
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1 Min Read
byDoug Fritz, CEO and founder
Gary Gensler
Regulation & Compliance
Crypto’s Enemy Gensler Put on Defensive by Grayscale Ruling
Crypto’s Enemy Gensler Put on Defensive by Grayscale Ruling
Aug 30, 2023
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1 Min Read
byAllyson Versprille (Bloomberg)
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WealthTech
OpenAI Unveils ChatGPT for Businesses, Stepping Up Revenue Push
OpenAI Unveils ChatGPT for Businesses, Stepping Up Revenue Push
Aug 29, 2023
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1 Min Read
byRachel Metz (Bloomberg)
Bitcoin ETF Deadlines Loom Again for SEC Ahead of Labor Day
Regulation & Compliance
Bitcoin ETF Deadlines Loom Again for SEC Ahead of Labor Day
Bitcoin ETF Deadlines Loom Again for SEC Ahead of Labor Day
Aug 28, 2023
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1 Min Read
byVildana Hajric (Bloomberg)
asset-map-ceo-adam-holt.jpg
Industry News & Trends
Q&A: H. Adam Holt, Founder and CEO of Asset-Map
Q&A: H. Adam Holt, Founder and CEO of Asset-Map
Aug 24, 2023
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1 Min Read
byRob Burgess, Technology Reporter
Robert Sofia
Industry News & Trends
Snappy Kraken Unveils AI-Powered Email Builder
Snappy Kraken Unveils AI-Powered Email Builder
Aug 22, 2023
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1 Min Read
byRob Burgess, Technology Reporter
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WealthTech
Securitize Acquires Onramp Invest
Securitize Acquires Onramp Invest
Aug 18, 2023
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1 Min Read
byRob Burgess, Technology Reporter
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Financial Planning
The WealthStack Podcast: Future-Proofing the Next Generation of Wealth Management Firms with Anton Honikman
The WealthStack Podcast: Future-Proofing the Next Generation of Wealth Management Firms with Anton Honikman
Aug 18, 2023
byShannon Rosic - Moderator, Director of WealthStack Content and Solutions
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WealthTech
WealthStack Roundup: Apex Integrates With Startup AdvisorArch
WealthStack Roundup: Apex Integrates With Startup AdvisorArch
Aug 18, 2023
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1 Min Read
byDavis Janowski, Rob Burgess
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Retirement
Vestwell To Manage First Multi-State Retirement Program
Vestwell To Manage First Multi-State Retirement Program
Aug 17, 2023
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1 Min Read
byPatrick Donachie, Senior Reporter
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WealthTech
The Growing Need For Cyber Insurance
The Growing Need For Cyber Insurance
Aug 17, 2023
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1 Min Read
byRob Burgess, Technology Reporter
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Artificial Intelligence
The Reality of Artificial Intelligence for Family Offices
The Reality of Artificial Intelligence for Family Offices
Aug 16, 2023
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1 Min Read
byAngelica F. Russell-Johnson, Sarah Kerr Severson
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WealthTech
SMArtX Founder, CEO Evan Rapoport Stepping Down
SMArtX Founder, CEO Evan Rapoport Stepping Down
Aug 15, 2023
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
IRS building
Estate Planning
IRS Announces New Paperless Processing Initiative
IRS Announces New Paperless Processing Initiative
Aug 15, 2023
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1 Min Read
bySusan R. Lipp - Moderator, Editor in Chief
robinhood-app-phone.jpg
Regulation & Compliance
Robinhood Says It’s Facing Investigation From New York State
Robinhood Says It’s Facing Investigation From New York State
Aug 9, 2023
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1 Min Read
byTanaz Meghjani
altruist-office.jpg
RIA
Altruist Moves to Hybrid Work Environment
Altruist Moves to Hybrid Work Environment
Aug 8, 2023
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1 Min Read
byDiana Britton, Managing Editor

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Estate Planning
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