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Marcel Tsai
RIA
Ten to Watch in 2023: Marcel TsaiTen to Watch in 2023: Marcel Tsai

Marcel Tsai is senior director of advisor platforms at Apex Fintech Solutions.

byRob Burgess, Technology Reporter
Nov 1, 2022
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1 Min Read
Marwa Zakharia
RIA
Ten to Watch in 2023: Marwa ZakhariaTen to Watch in 2023: Marwa Zakharia
byAli Hibbs
Nov 1, 2022
1 Min Read
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RIA
Editor's Letter: Ten to Watch in 2023Editor's Letter: Ten to Watch in 2023
byDavid Armstrong
Nov 1, 2022
1 Min Read
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WealthTech
Sean McGillivray on How Tech is Transforming Client-Advisor RelationsSean McGillivray on How Tech is Transforming Client-Advisor Relations
byWealthManagement.com Staff
Oct 31, 2022
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WealthTech
Laurie Schultz on Understanding Investor PsychologyLaurie Schultz on Understanding Investor Psychology
byWealthManagement.com Staff
Oct 31, 2022
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WealthTech
Devon Drew on Staying Engaged with ClientsDevon Drew on Staying Engaged with Clients
byWealthManagement.com Staff
Oct 31, 2022
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WealthTech
Want to Avoid a Fine for Using WhatsApp? Here’s How
Want to Avoid a Fine for Using WhatsApp? Here’s How
Oct 28, 2022
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1 Min Read
byRobert Cruz
crystal ball
WealthTech
A Week's Worth of Integrations Provide a Glance Into the Future of Advisortech
A Week's Worth of Integrations Provide a Glance Into the Future of Advisortech
Oct 28, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Robert Sofia Snappy Kraken
Marketing
Robert Sofia on Finding Your Target Audience
Robert Sofia on Finding Your Target Audience
Oct 27, 2022
byWealthManagement.com Staff
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WealthTech
Anthony Stich on Using Technology to Decrease Friction
Anthony Stich on Using Technology to Decrease Friction
Oct 27, 2022
byWealthManagement.com Staff
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Client Relations
Bill Crager on Living an Intelligent Financial Life
Bill Crager on Living an Intelligent Financial Life
Oct 27, 2022
byWealthManagement.com Staff
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WealthTech
Brian McLaughlin on Compliant Text Messaging
Brian McLaughlin on Compliant Text Messaging
Oct 27, 2022
byWealthManagement.com Staff
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Financial Planning
Carl Richards on Rethinking How Advisors Talk About Financial Planning
Carl Richards on Rethinking How Advisors Talk About Financial Planning
Oct 27, 2022
byWealthManagement.com Staff
Charles Schwab TD Ameritrade
WealthTech
Schwab-TDAI 'Conversion Event' Slated for Labor Day Weekend 2023
Schwab-TDAI 'Conversion Event' Slated for Labor Day Weekend 2023
Oct 27, 2022
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1 Min Read
byRob Burgess, Technology Reporter
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WealthTech
October 2022 Riskalyze Fintech Five
October 2022 Riskalyze Fintech Five
Oct 27, 2022
byAaron Klein
Moneta Group
RIA
Why RIA Moneta Built Its Own Client Portal and Mobile App
Why RIA Moneta Built Its Own Client Portal and Mobile App
Oct 27, 2022
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1 Min Read
byAli Hibbs, Reporter
fidelity
Equities
Fidelity Pilots Direct Indexing Offering for Advisors
Fidelity Pilots Direct Indexing Offering for Advisors
Oct 24, 2022
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1 Min Read
byRob Burgess, Technology Reporter
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WealthTech
Data Analytics Moves at Orion, Envestnet Are Game Changers for Their Advisory Firm Clients
Data Analytics Moves at Orion, Envestnet Are Game Changers for Their Advisory Firm Clients
Oct 21, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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WealthTech
Riskalyze to Rebrand Company, Change Name in 2023
Riskalyze to Rebrand Company, Change Name in 2023
Oct 20, 2022
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1 Min Read
byDiana Britton, Managing Editor
Merrill Bank of America sign
Marketing
Merrill Eyes Digital Marketing to Fuel Organic Advisor Growth
Merrill Eyes Digital Marketing to Fuel Organic Advisor Growth
Oct 18, 2022
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1 Min Read
byRob Burgess, Technology Reporter
crypto currencies phone
Digital Assets
Mastercard Debuts Service Offering Crypto-Trading Tied to Bank Accounts
Mastercard Debuts Service Offering Crypto-Trading Tied to Bank Accounts
Oct 17, 2022
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1 Min Read
byAnna Irrera and Jenny Surane
Wealth Enhancement Group
RIA
Wealth Enhancement Group Partners With CAIS to Expand Alts Access
Wealth Enhancement Group Partners With CAIS to Expand Alts Access
Oct 13, 2022
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1 Min Read
byWealthManagement.com Staff
Matt Venturi, the founder and CEO of ClearingBid Inc.
WealthTech
ClearingBid Seeks to Be the New Way to IPO
ClearingBid Seeks to Be the New Way to IPO
Oct 13, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Sponsored Content
Expertise in and Beyond Portfolio and Risk Technology
Expertise in and Beyond Portfolio and Risk Technology
Oct 11, 2022
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1 Min Read
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Marketing
Do You Truly Understand Your User?
Do You Truly Understand Your User?
Oct 7, 2022
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1 Min Read
byKirby Mack
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WealthTech
Merrill Launches New Prospect-Advisor Matching Tool
Merrill Launches New Prospect-Advisor Matching Tool
Oct 4, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Daffy CEO and co-founder Adam Nash
WealthTech
Daffy Expands Functionality to Include Families
Daffy Expands Functionality to Include Families
Oct 4, 2022
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1 Min Read
byDavid H. Lenok, Senior Editor
Eaglebrook CEO Chris King
Digital Assets
Eaglebrook Adds ARK Actively Managed Crypto Strategies to SMA Platform
Eaglebrook Adds ARK Actively Managed Crypto Strategies to SMA Platform
Oct 3, 2022
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1 Min Read
byAli Hibbs, Reporter
city technology
WealthTech
WMRE's Common Area: Outlining the Latest Proptech Investment Trends with Sarah Liu
WMRE's Common Area: Outlining the Latest Proptech Investment Trends with Sarah Liu
Oct 3, 2022
byJohn Smith
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WealthTech
Three Standouts From AdviceTech.LIVE 2022
Three Standouts From AdviceTech.LIVE 2022
Sep 30, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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WealthTech
Opinion: AdviceTech.Live Proves Virtual Conferences Have Staying Power
Opinion: AdviceTech.Live Proves Virtual Conferences Have Staying Power
Sep 30, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Regulation & Compliance
$1.1B WhatsApp Fine a 'Shot Across the Bow'
$1.1B WhatsApp Fine a 'Shot Across the Bow'
Sep 30, 2022
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1 Min Read
byPatrick Donachie, Senior Reporter
robots desks
WealthTech
Software Robots Are Gaining Ground in White-Collar Office World
Software Robots Are Gaining Ground in White-Collar Office World
Sep 29, 2022
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1 Min Read
byAlexandre Tanzi and Reade Pickert
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WealthTech
RIAs: Your Tech Stack Is in Your Way
RIAs: Your Tech Stack Is in Your Way
Sep 29, 2022
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1 Min Read
bySindhu Joseph
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Business Planning
Wealthies Circle: On the Red Carpet with Sanjeev Kumar
Wealthies Circle: On the Red Carpet with Sanjeev Kumar
Sep 28, 2022

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