Sponsored By

WealthTech

More Topics
dollar-stock-market-graph.jpg
Financial Planning
New Wealth Management SPAC Aims to Raise $150M in IPONew Wealth Management SPAC Aims to Raise $150M in IPO

Everest Consolidator Acquisition, a new SPAC targeting the RIA and wealth management industry, seeks to raise $150 million through its initial public offering filed with the regulators this week.

byDiana Britton, Managing Editor
Oct 20, 2021
|
1 Min Read
wealthies circle podcast
WealthTech
Wealthies Circle Podcast: Digital Transitions with Skience’s Marc ButlerWealthies Circle Podcast: Digital Transitions with Skience’s Marc Butler
byDavid Armstrong
Oct 19, 2021
Jamie Price Advisor Group
WealthTech
Advisor Group Continues $65M Tech Upgrade With New InitiativesAdvisor Group Continues $65M Tech Upgrade With New Initiatives
byDavis Janowski
Oct 18, 2021
1 Min Read
green globe investing esg funds
WealthTech
Act Analytics Team to Join SustainalyticsAct Analytics Team to Join Sustainalytics
byDavis Janowski
Oct 15, 2021
1 Min Read
cybersecurity
Cybersecurity
When Talking the Talk on Cybersecurity Isn’t EnoughWhen Talking the Talk on Cybersecurity Isn’t Enough
bySid Yenamandra
Oct 14, 2021
1 Min Read
Pershing office
WealthTech
Facing Tech Delays, Pershing Hires Former LearnVest ExecFacing Tech Delays, Pershing Hires Former LearnVest Exec
bySamuel Steinberger
Oct 14, 2021
1 Min Read
wealthstack-podcast-promo.jpg
Financial Planning
The WealthStack Podcast: Joe Duran on the Accelerating Pace of Change in Wealth Management
The WealthStack Podcast: Joe Duran on the Accelerating Pace of Change in Wealth Management
Oct 14, 2021
byMark Bruno, Managing Director, Wealth Management
computer-hands-telework.jpg
Support Platforms
The Added Importance of CRM Technology in a Post-COVID-19 World
The Added Importance of CRM Technology in a Post-COVID-19 World
Oct 13, 2021
|
1 Min Read
byMatt Sonnen, COO
wealthies circle podcast
WealthTech
Wealthies Circle Podcast: A Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies
Wealthies Circle Podcast: A Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies
Oct 13, 2021
byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com
UBS
Artificial Intelligence
UBS Creates Artificial Intelligence Team in Effort to Digitize
UBS Creates Artificial Intelligence Team in Effort to Digitize
Oct 12, 2021
|
1 Min Read
byMarion Halftermeyer
digital dollar sign
WealthTech
Advyzon Adds Integration for Managing Held-Away Assets
Advyzon Adds Integration for Managing Held-Away Assets
Oct 8, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
etoro-sign-wall.jpeg
Digital Assets
U.S. CEO of Crypto-Focused Broker Has Regulation on Her Mind
U.S. CEO of Crypto-Focused Broker Has Regulation on Her Mind
Oct 8, 2021
|
1 Min Read
bySophie Alexander
Max-Schatzow-bitcoin-conference.png
Regulation & Compliance
Navigating Digital Asset Compliance: Advice for Advisors
Navigating Digital Asset Compliance: Advice for Advisors
Oct 7, 2021
|
1 Min Read
byPatrick Donachie, Senior Reporter
computer-graphs.jpg
WealthTech
Refinitiv Launches Wealth Practice 360
Refinitiv Launches Wealth Practice 360
Oct 6, 2021
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
adam-alejandro-silverback-cropped.jpg
WealthTech
Q&A With Daffy’s Adam Nash
Q&A With Daffy’s Adam Nash
Oct 4, 2021
|
1 Min Read
byDavid H. Lenok, Senior Editor
riskalyze-conference-2021.png
WealthTech
Riskalyze Announces Home Office Intel Tool And Overhauls Software
Riskalyze Announces Home Office Intel Tool And Overhauls Software
Oct 1, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
A Merrill Lynch sign.
WealthTech
Merrill Lynch Rolls Out MAX, Docupace Acquires PreciseFP, and benjamin Gets Schwab Alerts
Merrill Lynch Rolls Out MAX, Docupace Acquires PreciseFP, and benjamin Gets Schwab Alerts
Sep 30, 2021
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Betterment office
WealthTech
Betterment Valuation Rises to $1.3 Billion on Funding Round
Betterment Valuation Rises to $1.3 Billion on Funding Round
Sep 29, 2021
|
1 Min Read
byAnnie Massa
Lori Hardwick
RIA
Lori Hardwick To Lead Vestwell Board
Lori Hardwick To Lead Vestwell Board
Sep 29, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
charles-schwab-ticker.jpg
WealthTech
Schwab Pilots Direct Indexing and Plans Advisor Launch
Schwab Pilots Direct Indexing and Plans Advisor Launch
Sep 28, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Fidelity Investments
WealthTech
Fidelity Brings Fractional Share Trading to Advisors
Fidelity Brings Fractional Share Trading to Advisors
Sep 28, 2021
|
1 Min Read
byDiana Britton, Managing Editor
wealthies circle podcast
Financial Planning
Wealthies Circle Podcast: Heather Kelly on How the Pandemic Changed Wealth Management
Wealthies Circle Podcast: Heather Kelly on How the Pandemic Changed Wealth Management
Sep 24, 2021
byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com
fintech-report-card-promo.jpg
WealthTech
Riskalyze Fintech Report Card: September 2021
Riskalyze Fintech Report Card: September 2021
Sep 24, 2021
byAaron Klein
MyVest office
Artificial Intelligence
MyVest Improves Automation, Tax Management Features in its Strategic Portfolio System
MyVest Improves Automation, Tax Management Features in its Strategic Portfolio System
Sep 23, 2021
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
icapital-network-office.png
WealthTech
iCapital Buys Structured Notes Firm Axio Financial
iCapital Buys Structured Notes Firm Axio Financial
Sep 21, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
uber-eats-delivery.jpg
Client Relations
The Consumer Convenience Era is Here: How Advisors Can Keep Up
The Consumer Convenience Era is Here: How Advisors Can Keep Up
Sep 21, 2021
|
1 Min Read
byAngie Herbers, founder and managing partner
woman-texting-hands.jpg
WealthTech
Texting: The Holy Grail for Modern Financial Services Professionals
Texting: The Holy Grail for Modern Financial Services Professionals
Sep 21, 2021
|
1 Min Read
byMichael Boese
kitces-mooore-advicepay.jpg
WealthTech
Aiming to Boost Fee-for-Service Models, AdvicePay Optimizes Workflows
Aiming to Boost Fee-for-Service Models, AdvicePay Optimizes Workflows
Sep 17, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
cryptocurrencies-markets-phone.jpg
Digital Assets
How Advisors Can Integrate Cryptocurrencies Into Client Portfolios
How Advisors Can Integrate Cryptocurrencies Into Client Portfolios
Sep 17, 2021
|
1 Min Read
byMike Tropeano
Michael Blundin
WealthTech
Exclusive: Vestmark Names Mike Blundin New CEO as It Doubles Down on Direct Indexing
Exclusive: Vestmark Names Mike Blundin New CEO as It Doubles Down on Direct Indexing
Sep 17, 2021
|
1 Min Read
byDiana Britton, Managing Editor
digital-clock-money.jpg
WealthTech
FinTech’s Role in Revolutionizing Annuities
FinTech’s Role in Revolutionizing Annuities
Sep 16, 2021
|
1 Min Read
byKeith Burger
Betterment sign
WealthTech
Betterment Revamps Custom Portfolios, Hints At Direct Indexing
Betterment Revamps Custom Portfolios, Hints At Direct Indexing
Sep 15, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
apple-event-2019.jpg
ETFs
Many ETF Investors Are Calling on Apple’s New Products to Succeed
Many ETF Investors Are Calling on Apple’s New Products to Succeed
Sep 14, 2021
|
1 Min Read
byTodd Rosenbluth, Senior Director of ETF and Mutual Fund Research
congress
Digital Assets
House Democrats’ Tax Plan Hits Crypto With New Rules, Again
House Democrats’ Tax Plan Hits Crypto With New Rules, Again
Sep 13, 2021
|
1 Min Read
byJoe Light (Bloomberg)
wealthies-cto-panel.jpg
WealthTech
The Human Side of Tech Matters Most
The Human Side of Tech Matters Most
Sep 9, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor

Latest news

LPL Sign
Industry News & Trends
LPL Accuses Ameriprise of “Chasing Headlines” In Response to Latest Suit
LPL Accuses Ameriprise of “Chasing Headlines” In Response to Latest Suit

Feb 18, 2025

funds graph
Alternative Investments
Third Wire Launches Novel Private Markets 506(c) Fund
Third Wire Launches Novel Private Markets 506(c) Fund

Feb 18, 2025

FINRA HQ
Regulation & Compliance
Broker Claims FINRA’s Testimony Demands Violate Constitutional Rights
Broker Claims FINRA’s Testimony Demands Violate Constitutional Rights

Feb 18, 2025

Sign Up for Newsletters
Sign up to receive the latest insights, trends, and analysis.
CE Webinars
View more
Apr 1 - Apr 3, 2025
Learn from top leaders tackling growth, pay, and personnel challenges daily.
Learn More

Trusts & Estates Magazine

Trusts Estates February 2025
Read More

Latest Digital Edition

Trusts & Estates: February 2025 Digital Edition

Feature on Ultra-High-Net-Worth Families & Family Offices