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Chris Volpe on Client-Focused TechnologyChris Volpe on Client-Focused Technology

Chris Volpe, managing director of Zephyr, discusses how advisors are using technology to enhance customer relationships.

Nov 21, 2022
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Sponsored Content
Rich Cancro on Meeting Advisors’ Three Biggest NeedsRich Cancro on Meeting Advisors’ Three Biggest Needs
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WealthTech
WealthStack Roundup: News From Bento Engine, Holistiplan and AddeparWealthStack Roundup: News From Bento Engine, Holistiplan and Addepar
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Nov 18, 2022
1 Min Read
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Dave Hagen on Accessing Data Seamlessly from Multiple SourcesDave Hagen on Accessing Data Seamlessly from Multiple Sources
Nov 17, 2022
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Reed Colley on the Importance of Providing Advisors with the Right ToolsReed Colley on the Importance of Providing Advisors with the Right Tools
Nov 17, 2022
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Franklin Tsung on Building Community with TechnologyFranklin Tsung on Building Community with Technology
Nov 17, 2022
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Alternative Investments
Before the Blowup, Wall Street Heavyweights Went to Bat for FTX
Before the Blowup, Wall Street Heavyweights Went to Bat for FTX
Nov 16, 2022
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1 Min Read
byMichael P. Regan
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WealthTech
Snappy Kraken Expands Convos Texting Platform to Broker/Dealers
Snappy Kraken Expands Convos Texting Platform to Broker/Dealers
Nov 15, 2022
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1 Min Read
byRob Burgess, Technology Reporter
wealthies circle podcast
Alternative Investments
Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios
Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios
Nov 15, 2022
byWealthManagement.com Staff
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Regulation & Compliance
FINRA Launches Targeted Exam on Firms’ Crypto Communications
FINRA Launches Targeted Exam on Firms’ Crypto Communications
Nov 14, 2022
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1 Min Read
byPatrick Donachie, Senior Reporter
Ric Edelman Matt Hougan
Digital Assets
Bitwise CIO: FTX Is What Crypto Needs to Go Mainstream
Bitwise CIO: FTX Is What Crypto Needs to Go Mainstream
Nov 14, 2022
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1 Min Read
byDiana Britton, Managing Editor
SEC building
Equities
TAMP Users: Get Your House in Order
TAMP Users: Get Your House in Order
Nov 14, 2022
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1 Min Read
byScott MacKillop, CEO
wealthies circle podcast
WealthTech
Wealthies Circle Podcast: Best-in-Breed or All-in-One? The Advisor Tech Stack of the Future
Wealthies Circle Podcast: Best-in-Breed or All-in-One? The Advisor Tech Stack of the Future
Nov 14, 2022
byWealthManagement.com Staff
FTX CEO Sam Bankman-Fried
Industry News & Trends
FTX Collapse Is a Feature, Not a Bug, of Financial Innovation
FTX Collapse Is a Feature, Not a Bug, of Financial Innovation
Nov 11, 2022
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1 Min Read
byAaron Brown (Bloomberg Opinion)
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WealthTech
Bolster Your Bench with Wealthtech Talent During Downturns
Bolster Your Bench with Wealthtech Talent During Downturns
Nov 11, 2022
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1 Min Read
byDoug Fritz, CEO and founder
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Sponsored Content
Recognize and Catch the Drift
Recognize and Catch the Drift
Nov 10, 2022
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1 Min Read
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Sponsored Content
The Value of Revaluation
The Value of Revaluation
Nov 10, 2022
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1 Min Read
Envestnet
WealthTech
Analysts: Envestnet, FNZ Partnership Could Alter RIA Custodial Landscape
Analysts: Envestnet, FNZ Partnership Could Alter RIA Custodial Landscape
Nov 10, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Cryptocurrency’s Estimated Draw on World Resources Could Power Bangladesh
Digital Assets
Crypto Shock Hits ETFs With Biggest Futures Fund Briefly Halted
Crypto Shock Hits ETFs With Biggest Futures Fund Briefly Halted
Nov 10, 2022
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1 Min Read
byKatie Greifeld and Vildana Hajric (Bloomberg)
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RIA
Tech-Enabled RIA Savvy Wealth Raises $11M From Venture Capitalists
Tech-Enabled RIA Savvy Wealth Raises $11M From Venture Capitalists
Nov 10, 2022
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1 Min Read
byDiana Britton, Managing Editor
Binance CEO Changpeng Zhao
Digital Assets
Crypto Markets Extend Losses as Binance Seen Balking at Takeover
Crypto Markets Extend Losses as Binance Seen Balking at Takeover
Nov 9, 2022
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1 Min Read
byVildana Hajric and Muyao Shen (Bloomberg)
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WealthTech
Wealthies Circle Podcast: Harnessing the Power of Digital to Engage and Serve Clients
Wealthies Circle Podcast: Harnessing the Power of Digital to Engage and Serve Clients
Nov 9, 2022
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Industry News & Trends
J.D. Power: Largest Asset Managers Dominate in Advisor Digital Experience
J.D. Power: Largest Asset Managers Dominate in Advisor Digital Experience
Nov 8, 2022
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1 Min Read
byRob Burgess, Technology Reporter
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Industry News & Trends
Taiber Launches Taiko, an OCIO for Financial Advisors
Taiber Launches Taiko, an OCIO for Financial Advisors
Nov 7, 2022
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1 Min Read
byRob Burgess, Technology Reporter
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Alternative Investments
The Ivy League Endowment Model Can Work for Your Clients
The Ivy League Endowment Model Can Work for Your Clients
Nov 4, 2022
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1 Min Read
bySteven Brod
wealthies circle podcast
Marketing
Wealthies Circle Podcast: Top Strategies to Accelerate Growth in 2023
Wealthies Circle Podcast: Top Strategies to Accelerate Growth in 2023
Nov 4, 2022
byWealthManagement.com Staff
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RPA
401(k) Real Chat: Shlomo Benartzi
401(k) Real Chat: Shlomo Benartzi
Nov 4, 2022
byFred Barstein, The Retirement Adviser University,
Morningstar
Equities
Morningstar Debuts Direct Indexing Offering
Morningstar Debuts Direct Indexing Offering
Nov 3, 2022
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1 Min Read
byRob Burgess, Technology Reporter
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High Net Worth
How Family Offices Can Adapt to Shifting Client Priorities
How Family Offices Can Adapt to Shifting Client Priorities
Nov 3, 2022
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1 Min Read
byChip Martin
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WealthTech
Hubly Rolls Out Automatic Task Assignment Features
Hubly Rolls Out Automatic Task Assignment Features
Nov 2, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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WealthTech
Tricia Rothschild on the Importance of Simplicity
Tricia Rothschild on the Importance of Simplicity
Nov 1, 2022
byWealthManagement.com Staff
Sindhu Joseph
RIA
Ten to Watch in 2023: Sindhu Joseph
Ten to Watch in 2023: Sindhu Joseph
Nov 1, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Govinda Quish
RIA
Ten to Watch in 2023: Govinda Quish
Ten to Watch in 2023: Govinda Quish
Nov 1, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Laxmi Ramanath
RIA
Ten to Watch in 2023: Laxmi Ramanath
Ten to Watch in 2023: Laxmi Ramanath
Nov 1, 2022
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1 Min Read
byRob Burgess, Technology Reporter
Lacey Shrum
RIA
Ten to Watch in 2023: Lacey Shrum
Ten to Watch in 2023: Lacey Shrum
Nov 1, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com

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