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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

First Ascent CEO Scott Mackillop discusses the value of TAMPs for advisors and clients.

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

Feb 23, 2022

FeeX Has New Name And Focus And Raises $80 Million FeeX Has New Name And Focus And Raises $80 Million

bySamuel Steinberger

Feb 23, 2022

1 Min Read

Envestnet Weighs Options After Getting Takeover Interest Envestnet Weighs Options After Getting Takeover Interest

byMatthew Monks and Crystal Tse (Bloomberg)

Feb 22, 2022

1 Min Read

Logan Henderson

Alternative Investments

New Alternatives Platform Gridline Goes Live New Alternatives Platform Gridline Goes Live

byDiana Britton

Feb 22, 2022

1 Min Read

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WealthStack Roundup WealthStack Roundup

byDavis Janowski

Feb 18, 2022

1 Min Read

Veriti co-founders Jim Dilworth and David Beatty

Veriti Launches Faster User Interface Veriti Launches Faster User Interface

byDavis Janowski

Feb 17, 2022

1 Min Read

David DeVoe

DeVoe Launches Program to Help RIAs Boost Organic Growth

DeVoe Launches Program to Help RIAs Boost Organic Growth

byPatrick Donachie, Senior Reporter

How Has the Pandemic Affected Finserv Compliance Teams?

How Has the Pandemic Affected Finserv Compliance Teams?

CAIS Group

Alternative Investments

CAIS Brings Customized Alternatives Platform to Focus Financial Firms

CAIS Brings Customized Alternatives Platform to Focus Financial Firms

byDiana Britton, Managing Editor

SEC building

Regulation & Compliance

SEC Proposes New Cybersecurity Rules

SEC Proposes New Cybersecurity Rules

byPatrick Donachie, Senior Reporter

Edmond Walters Joins YieldX Board of Advisors

Edmond Walters Joins YieldX Board of Advisors

bySamuel Steinberger, Senior Technology Editor

Alternative Investments

Private Equity Managers Turn to Wealth Market for New Clients

Private Equity Managers Turn to Wealth Market for New Clients

byDiana Britton, Managing Editor

Blackrock

Why BlackRock Is Looking to go Viral on TikTok

Why BlackRock Is Looking to go Viral on TikTok

byPaulina Cachero

January 2022 Riskalyze Fintech Five

January 2022 Riskalyze Fintech Five

Fidelity

Fidelity Updates Wealthscape Platform, Integration Xchange

Fidelity Updates Wealthscape Platform, Integration Xchange

byDavis Janowski, Senior Technology Editor, WealthManagement.com

Inside ETFs podcast

The Inside ETFs Podcast: The Future Of Finance and ETFs with Grayscale’s David LaValle

The Inside ETFs Podcast: The Future Of Finance and ETFs with Grayscale’s David LaValle

byDouglas Yones

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Client Relations

Four Factors for Advisors to Consider in 2022

Four Factors for Advisors to Consider in 2022

Envestnet

MaxMyInterest Rolls Out Improved Integration With Envestnet | MoneyGuide

MaxMyInterest Rolls Out Improved Integration With Envestnet | MoneyGuide

byDavis Janowski, Senior Technology Editor, WealthManagement.com

Alternative Investments

Advisor Innovations: CAIS’ Matt Brown on Connecting Advisors to Alternative Investment Managers

Advisor Innovations: CAIS’ Matt Brown on Connecting Advisors to Alternative Investment Managers

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

UBS

Industry News & Trends

UBS Gets a Dose of Digital Disruption in CEO’s First Major Move

UBS Gets a Dose of Digital Disruption in CEO’s First Major Move

byMarion Halftermeyer

Intro to NFTs for Estate Planners

Intro to NFTs for Estate Planners

byMark Gerson Gilfix, Attorney

Alternative Investments

Nine Factors for NFT Valuation

Nine Factors for NFT Valuation

byMatthew Erskine

Ocado Unveils New, Lighter Robots in Grocery-Delivery Push

Ocado Unveils New, Lighter Robots in Grocery-Delivery Push

UBS Purchase of Wealthfront Puts Advisors, Tech on Collision Course

UBS Purchase of Wealthfront Puts Advisors, Tech on Collision Course

bySamuel Steinberger, Senior Technology Editor

UBS Agrees to Buy Wealthfront for $1.4 Billion in Cash Deal

UBS Agrees to Buy Wealthfront for $1.4 Billion in Cash Deal

byMarion Halftermeyer

Envestnet Tamarac

Industry News & Trends

Envestnet Takes Stake in Sallie Krawcheck's Ellevest

Envestnet Takes Stake in Sallie Krawcheck's Ellevest

bySamuel Steinberger, Senior Technology Editor

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Facet Wealth's Funding Follows Change in Business Model

Facet Wealth's Funding Follows Change in Business Model

bySamuel Steinberger, Senior Technology Editor

Alternative Investments

Vinovest Opens Diversified Wine Fund to Advisors

Vinovest Opens Diversified Wine Fund to Advisors

byDiana Britton, Managing Editor

Revolut Becomes Latest App-Based Broker Courting U.S. Investors

Revolut Becomes Latest App-Based Broker Courting U.S. Investors

Facet Wealth CEO Anders Jones

Facet Wealth Raises $100M in Series C

Facet Wealth Raises $100M in Series C

byDiana Britton, Managing Editor

RiverFront, Baird Invest in Direct Indexing Platform

RiverFront, Baird Invest in Direct Indexing Platform

byDiana Britton, Managing Editor

Redtail CEO Brian McLaughlin

Support Platforms

Redtail Makes Text Messaging Available for Non-CRM Users

Redtail Makes Text Messaging Available for Non-CRM Users

bySamuel Steinberger, Senior Technology Editor

millennials phones

Client Relations

How Financial Advisors Will Engage Digital DIYers

How Financial Advisors Will Engage Digital DIYers

byMichael Alexander

Alternative Investments

What the Rise of NFTs Means for Advisors

What the Rise of NFTs Means for Advisors

byDiana Britton, Managing Editor

cryptocurrency

Alternative Investments

Five Digital Asset Market Predictions For 2022

Five Digital Asset Market Predictions For 2022