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Equities
Even Tech Execs Ask, ‘What Is Direct Indexing?’Even Tech Execs Ask, ‘What Is Direct Indexing?’

The latest buzzword in wealth management has advisors scratching their heads.

byWealthManagement.com Staff
Sep 27, 2022
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1 Min Read
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WealthTech
WealthStack Roundup: News From Elements, Skience, Fidelity, Docupace, Pontera and Northern TrustWealthStack Roundup: News From Elements, Skience, Fidelity, Docupace, Pontera and Northern Trust
byDavis Janowski
Sep 23, 2022
1 Min Read
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WealthTech
September 2022 Riskalyze Fintech FiveSeptember 2022 Riskalyze Fintech Five
byAaron Klein
Sep 23, 2022
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WealthTech
AssetBook Launches Valian Communications AppAssetBook Launches Valian Communications App
byDavis Janowski
Sep 21, 2022
1 Min Read
Cryptocurrency’s Estimated Draw on World Resources Could Power Bangladesh
Regulation & Compliance
NASAA Report Finds Digital Asset Fraud Investigations Up 70%NASAA Report Finds Digital Asset Fraud Investigations Up 70%
byPatrick Donachie
Sep 21, 2022
1 Min Read
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WealthTech
Choir Launches Database to Help Media Connect With Diverse SourcesChoir Launches Database to Help Media Connect With Diverse Sources
byDiana Britton
Sep 20, 2022
1 Min Read
Morgan Stanley
Regulation & Compliance
Morgan Stanley Pays $35M SEC Fine Over Data Security
Morgan Stanley Pays $35M SEC Fine Over Data Security
Sep 20, 2022
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1 Min Read
RightCapital co-founder and CEO Shuang Chen
WealthTech
RightCapital Introduces Blueprint Data Visualization Features
RightCapital Introduces Blueprint Data Visualization Features
Sep 19, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Goldman Sachs
WealthTech
Goldman Sachs Faces Fed Scrutiny of Money-Losing Marcus Consumer Unit
Goldman Sachs Faces Fed Scrutiny of Money-Losing Marcus Consumer Unit
Sep 16, 2022
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1 Min Read
bySridhar Natarajan and Hannah Levitt
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Industry News & Trends
Ron Carson: ‘If It’s Not Broken, Break It’
Ron Carson: ‘If It’s Not Broken, Break It’
Sep 15, 2022
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1 Min Read
byAli Hibbs, Reporter
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WealthTech
Advisor-Focused Investment Platform Ethic Raises $50 Million
Advisor-Focused Investment Platform Ethic Raises $50 Million
Sep 14, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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WealthTech
Apex May Explore an IPO If Markets Improve
Apex May Explore an IPO If Markets Improve
Sep 14, 2022
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1 Min Read
byDiana Britton, Managing Editor
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Sponsored Content
7 Keys to Success: Compliant Texting
7 Keys to Success: Compliant Texting
Sep 14, 2022
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1 Min Read
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Regulation & Compliance
Can Compliance Be a Revenue Generator?
Can Compliance Be a Revenue Generator?
Sep 13, 2022
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1 Min Read
byDiana Britton, Managing Editor
DFD Partners Founder Devon Drew
RIA
Former Wholesaler Says Data Platform Will Help Tackle Lack of Diversity in Asset Management
Former Wholesaler Says Data Platform Will Help Tackle Lack of Diversity in Asset Management
Sep 13, 2022
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1 Min Read
byDiana Britton, Managing Editor
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WealthTech
CTOs: 'Tech-Forward' Advisors Key to Better Tech Adoption
CTOs: 'Tech-Forward' Advisors Key to Better Tech Adoption
Sep 12, 2022
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1 Min Read
byPatrick Donachie, Senior Reporter
Galaxy Investment Partners CEO Mike Novogratz
Digital Assets
Galaxy’s Novogratz Says Fidelity to Shift Retail to Crypto Soon
Galaxy’s Novogratz Says Fidelity to Shift Retail to Crypto Soon
Sep 12, 2022
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1 Min Read
byBloomberg News
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Industry News & Trends
Anthony Stich, Kumar Velugula Join Entrustody Exec Team
Anthony Stich, Kumar Velugula Join Entrustody Exec Team
Sep 12, 2022
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1 Min Read
byAli Hibbs, Reporter
Nebo Product Lead Martin Tarlie
WealthTech
GMO Launches Portfolio Construction, Management Platform for RIAs
GMO Launches Portfolio Construction, Management Platform for RIAs
Sep 8, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Artificial Intelligence
Dubai Office Rents Are Rising Faster Than in New York and London
Dubai Office Rents Are Rising Faster Than in New York and London
Sep 6, 2022
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1 Min Read
byBloomberg
IRS building
Regulation & Compliance
IRS Mistakenly Published Some Taxpayers’ Confidential Data
IRS Mistakenly Published Some Taxpayers’ Confidential Data
Sep 6, 2022
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1 Min Read
byLaura Davison
UBS
WealthTech
UBS Growth Plans in US Dented After Wealthfront Deal Fails
UBS Growth Plans in US Dented After Wealthfront Deal Fails
Sep 6, 2022
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1 Min Read
byMyriam Balezou
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Sponsored Content
Public, Private and the Whole Portfolio View
Public, Private and the Whole Portfolio View
Sep 6, 2022
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1 Min Read
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Sponsored Content
The Power of Stress Testing
The Power of Stress Testing
Sep 6, 2022
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1 Min Read
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Sponsored Content
For Best Results, Face Forward While Driving
For Best Results, Face Forward While Driving
Sep 6, 2022
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1 Min Read
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M&A
UBS and Wealthfront Announce Termination of Planned $1.4B Merger
UBS and Wealthfront Announce Termination of Planned $1.4B Merger
Sep 2, 2022
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1 Min Read
byWealthManagement.com Staff
Cryptocurrency’s Estimated Draw on World Resources Could Power Bangladesh
Digital Assets
The Crypto Innovation Traditional Finance Needs
The Crypto Innovation Traditional Finance Needs
Aug 31, 2022
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1 Min Read
byIzabella Kaminska (Bloomberg)
Bitcoin May Have Hit a Floor After Powell's Speech
WealthTech
Bitcoin May Have Hit a Floor After Powell's Speech
Bitcoin May Have Hit a Floor After Powell's Speech
Aug 30, 2022
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1 Min Read
byAkshay Chinchalkar and Joanna Ossinger (Bloomberg)
Hidden Cost of Free Trading? $34 Billion a Year, Study Says
RIA
Hidden Cost of Free Trading? $34 Billion a Year, Study Says
Hidden Cost of Free Trading? $34 Billion a Year, Study Says
Aug 22, 2022
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1 Min Read
byEva Szalay (Bloomberg)
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WealthTech
TIFIN Expands Partnership With Thematic Fund Issuer ETFMG
TIFIN Expands Partnership With Thematic Fund Issuer ETFMG
Aug 18, 2022
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1 Min Read
byWealthManagement.com Staff
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WealthTech
eMoney Advisor Names Susan McKenna New CEO
eMoney Advisor Names Susan McKenna New CEO
Aug 18, 2022
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1 Min Read
byWealthManagement.com Staff
Peter Mallouk
RIA
Creative Planning Ends 2022 M&A Spree with 'Bold' $5B Buy
Creative Planning Ends 2022 M&A Spree with 'Bold' $5B Buy
Aug 17, 2022
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1 Min Read
byAli Hibbs, Reporter
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Regulation & Compliance
SEC Charges 18 In International Pump-and-Dump Scheme
SEC Charges 18 In International Pump-and-Dump Scheme
Aug 16, 2022
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1 Min Read
byPatrick Donachie, Senior Reporter
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RIA
Greg Quental, Co-Founder of Tech Startup Bento Engine, Dies at 62
Greg Quental, Co-Founder of Tech Startup Bento Engine, Dies at 62
Aug 10, 2022
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1 Min Read
byDiana Britton, Managing Editor
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WealthTech
AI Solutions Are Making Strides In Fintech Land
AI Solutions Are Making Strides In Fintech Land
Aug 9, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com

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