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Tech Home-Flipper Rides U.S. Home Prices After Zillow’s Fumble Tech Home-Flipper Rides U.S. Home Prices After Zillow’s Fumble

Opendoor Technologies Inc., the largest of the iBuyers, is listing homes for 17 percent more than it paid for them.

Mar 22, 2022

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1 Min Read

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CircleBlack Names Third CEO in as Many Years CircleBlack Names Third CEO in as Many Years

bySamuel Steinberger

Mar 18, 2022

1 Min Read

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Farmland Investing Startup AcreTrader Expands Series B to $60 Million Farmland Investing Startup AcreTrader Expands Series B to $60 Million

byDavis Janowski

Mar 17, 2022

1 Min Read

Edward Jones to Deploy MoneyGuide Software to All U.S. Advisors Edward Jones to Deploy MoneyGuide Software to All U.S. Advisors

bySamuel Steinberger

Mar 17, 2022

1 Min Read

Kyle Van Pelt and Jud Mackrill

Milemarker Names Kyle Van Pelt CEO Milemarker Names Kyle Van Pelt CEO

bySamuel Steinberger

Mar 17, 2022

1 Min Read

What a U.S. Digital Dollar Means for the Future of Your Wallet What a U.S. Digital Dollar Means for the Future of Your Wallet

byMisyrlena Egkolfopoulou and Claire Ballentine

Mar 14, 2022

1 Min Read

Artificial Intelligence

China Locks Down World’s Second-Tallest Building in Covid Fight

China Locks Down World’s Second-Tallest Building in Covid Fight

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Biden's Executive Order Tries to Make Crypto Less Cryptic

Biden's Executive Order Tries to Make Crypto Less Cryptic

byMatthew Erskine

Advisor Innovations Podcast: GeoWealth’s Colin Falls

Advisor Innovations Podcast: GeoWealth’s Colin Falls

byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com

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Pershing X Recycles BNY Mellon Execs, Narrows Tech Launch Date

Pershing X Recycles BNY Mellon Execs, Narrows Tech Launch Date

bySamuel Steinberger, Senior Technology Editor

Biden Pushes for Coordinated Approach to Crypto Oversight

Biden Pushes for Coordinated Approach to Crypto Oversight

byAllyson Versprille, Reporter

401k real talk

401(k) Real Talk Episode 7: March 9, 2022

401(k) Real Talk Episode 7: March 9, 2022

byFred Barstein, The Retirement Adviser University,

Logan Henderson

Alternative Investments

Alts Platform Startup Gridline Raises $9M

Alts Platform Startup Gridline Raises $9M

byDiana Britton, Managing Editor

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Support Platforms

Wealthbox CRM Raises $31 Million

Wealthbox CRM Raises $31 Million

byDavis Janowski, Senior Technology Editor, WealthManagement.com

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DOL, SEC Cybersecurity Regulations: Divergence or Convergence?

DOL, SEC Cybersecurity Regulations: Divergence or Convergence?

Morningstar

Morningstar Advisor Workstation Gets Structured Notes Analytics

Morningstar Advisor Workstation Gets Structured Notes Analytics

bySamuel Steinberger, Senior Technology Editor

Hype or Not? Episode 2: Regtech Consolidation

Hype or Not? Episode 2: Regtech Consolidation

byWealthManagement.com Staff

Business Planning

Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory

Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory

byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com

February 2022 Riskalyze Fintech Five

February 2022 Riskalyze Fintech Five

Indyfin Looking to Become Yelp for Advisors

Indyfin Looking to Become Yelp for Advisors

byDavis Janowski, Senior Technology Editor, WealthManagement.com

The Next Frontier in Social Security Planning Software

The Next Frontier in Social Security Planning Software

byMark Miller, Product Manager

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Financial Planning

Citigroup Plans to Target Independent Advisers in Wealth-Management Push

Citigroup Plans to Target Independent Advisers in Wealth-Management Push

byKatherine Chiglinsky

Client Relations

Reinventing Your Client Experience Post Pandemic

Reinventing Your Client Experience Post Pandemic

Tech Industry Driving U.S. Office Leasing, as Companies Expand into New Markets

Tech Industry Driving U.S. Office Leasing, as Companies Expand into New Markets

byPatricia Kirk, Contributing writer

401k real talk

401(k) Real Talk Episode 6: March 2, 2022

401(k) Real Talk Episode 6: March 2, 2022

byFred Barstein, The Retirement Adviser University,

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Proptech Startup OpenSpace Reaches Valuation of $902 Million

Proptech Startup OpenSpace Reaches Valuation of $902 Million

eMoney CEO Ed O'Brien

eMoney Advisor CEO Ed O'Brien Comes Full Circle with Return to Fidelity

eMoney Advisor CEO Ed O'Brien Comes Full Circle with Return to Fidelity

bySamuel Steinberger, Senior Technology Editor

A Roadmap for WealthTech

A Roadmap for WealthTech

byDavis Janowski, Senior Technology Editor, WealthManagement.com

What Advisors Want From WealthTech

What Advisors Want From WealthTech

byWealthManagement.com Staff

Onramp CEO Tyrone Ross Jr. Departs Firm

Onramp CEO Tyrone Ross Jr. Departs Firm

bySamuel Steinberger, Senior Technology Editor

Estate Planning

The Future of Estate Planning With NFTs

The Future of Estate Planning With NFTs

byMatthew Erskine

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Betterment to Provide Student Loan Management and 529s

Betterment to Provide Student Loan Management and 529s

bySamuel Steinberger, Senior Technology Editor

Sponsored Content

Six Reasons To Consider Sage Intacct Over QuickBooks

Six Reasons To Consider Sage Intacct Over QuickBooks

Mike Sha SigFig

SigFig Branches Out, Defends Its Technology After UBS-Wealthfront Deal

SigFig Branches Out, Defends Its Technology After UBS-Wealthfront Deal

bySamuel Steinberger, Senior Technology Editor

Advisor Innovations: First Ascent's Scott MacKillop on TAMP Technology Changing The Onboarding Process

Advisor Innovations: First Ascent's Scott MacKillop on TAMP Technology Changing The Onboarding Process

byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com