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FinTech’s Role in Revolutionizing Annuities FinTech’s Role in Revolutionizing Annuities

This market has long been ripe for digitization, and the rise of fintech is the tail wind needed to have a long-lasting impact on how savers tackle retirement.

Sep 16, 2021

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1 Min Read

Betterment sign

Betterment Revamps Custom Portfolios, Hints At Direct Indexing Betterment Revamps Custom Portfolios, Hints At Direct Indexing

bySamuel Steinberger

Sep 15, 2021

1 Min Read

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Many ETF Investors Are Calling on Apple’s New Products to Succeed Many ETF Investors Are Calling on Apple’s New Products to Succeed

byTodd Rosenbluth

Sep 14, 2021

1 Min Read

House Democrats’ Tax Plan Hits Crypto With New Rules, Again House Democrats’ Tax Plan Hits Crypto With New Rules, Again

byJoe Light (Bloomberg)

Sep 13, 2021

1 Min Read

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The Human Side of Tech Matters Most The Human Side of Tech Matters Most

bySamuel Steinberger

Sep 9, 2021

1 Min Read

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Walgreens Targets 'Financial Wellness' With New Planning Feature Walgreens Targets 'Financial Wellness' With New Planning Feature

bySamuel Steinberger

Sep 7, 2021

1 Min Read

Alternative Investments

Bitcoin Faces Biggest Test as El Salvador Makes It Legal Tender

Bitcoin Faces Biggest Test as El Salvador Makes It Legal Tender

byMichael McDonald and Ezra Fieser

BlackRock office

BlackRock Joins Blockchain Platform Axoni for Equity Swap Trades

BlackRock Joins Blockchain Platform Axoni for Equity Swap Trades

Regulation & Compliance

SEC Cyber Violations a 'Guessing Game,' Say Observers

SEC Cyber Violations a 'Guessing Game,' Say Observers

byPatrick Donachie, Senior Reporter

technological abstract

Flat-Fee Asset Manager First Ascent Buys Onboarding Tech

Flat-Fee Asset Manager First Ascent Buys Onboarding Tech

bySamuel Steinberger, Senior Technology Editor

Five Things Your Risk System Doesn't Know About Scenarios (And You Do)

Five Things Your Risk System Doesn't Know About Scenarios (And You Do)

byRick Bookstaber

HomeLight Nabs $1.6 Billion Valuation in Zeev Ventures-Led Round

HomeLight Nabs $1.6 Billion Valuation in Zeev Ventures-Led Round

computer hackers

Five Steps to Prepare for Ransomware Before the Labor Day Holiday

Five Steps to Prepare for Ransomware Before the Labor Day Holiday

The Evolution of Risk Evaluation

The Evolution of Risk Evaluation

bySamuel Steinberger, Senior Technology Editor

With Annuities Heating Up, Luma Adds New Tech

With Annuities Heating Up, Luma Adds New Tech

With Annuities Heating Up, Luma Adds New Tech

bySamuel Steinberger, Senior Technology Editor

cryptocurrency

Should Charitable Organizations Accept Crypto Donations?

Should Charitable Organizations Accept Crypto Donations?

byMargaret Borrasso, Associate Director, Bernstein’s Endowment & Foundation Advisory Services team

Orion Serves Up Behavioral Finance, Cash Management

Orion Serves Up Behavioral Finance, Cash Management

bySamuel Steinberger, Senior Technology Editor

Exclusive: Advisor Group CMO Susan Theder Departs to FMG Suite

Exclusive: Advisor Group CMO Susan Theder Departs to FMG Suite

byDiana Britton, Moderator, Managing Editor

What to Look for in an Outsourced Technology Operations Services Provider

What to Look for in an Outsourced Technology Operations Services Provider

byPatrick Murray

digital city

Tech & CRE: An Idea Whose Time Has Come

Tech & CRE: An Idea Whose Time Has Come

byAndrew Foster, Associate Vice President

Regulation & Compliance

SEC Hints at Tougher Online-Broker Rules Over Game-Like Features

SEC Hints at Tougher Online-Broker Rules Over Game-Like Features

byRobert Schmidt

Client Relations

Survey: Millennials Increasingly Turn to Financial Advisors

Survey: Millennials Increasingly Turn to Financial Advisors

bySamuel Steinberger, Senior Technology Editor

Riskalyze CEO Aaron Klein

Riskalyze Recapitalizes With Hg Capital

Riskalyze Recapitalizes With Hg Capital

bySamuel Steinberger, Senior Technology Editor

Q&A: Broadridge's Mike Alexander On TikTok And Values-Based Matchmaking

Q&A: Broadridge's Mike Alexander On TikTok And Values-Based Matchmaking

bySamuel Steinberger, Senior Technology Editor

Riskalyze Fintech Report Card: August 2021

Riskalyze Fintech Report Card: August 2021

LPL's Burt White's at the LPL Focus Virtual Conference

LPL CIO Burt White Announces Retirement

LPL CIO Burt White Announces Retirement

byDavis Janowski, Senior Technology Editor, WealthManagement.com

Orion Offers Free Services for Advisors Donating Advice

Orion Offers Free Services for Advisors Donating Advice

bySamuel Steinberger, Senior Technology Editor

Business Planning

Advisor Innovations: Matthew Enyedi on Business Solutions for the Modern Advisor

Advisor Innovations: Matthew Enyedi on Business Solutions for the Modern Advisor

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

T3 crowd

T3 Postpones Its 2021 Advisor Conference

T3 Postpones Its 2021 Advisor Conference

byDavis Janowski, Senior Technology Editor, WealthManagement.com

GME Reddit

Regulation & Compliance

The GME Short Squeeze: A Case For Adjusting Online Communications Monitoring?

The GME Short Squeeze: A Case For Adjusting Online Communications Monitoring?

Redtail, Snappy Kraken Announce Text Messaging Apps

Redtail, Snappy Kraken Announce Text Messaging Apps

bySamuel Steinberger, Senior Technology Editor

Alternative Investments

New Fund Offers Accredited Investors Exposure to NFT Market

New Fund Offers Accredited Investors Exposure to NFT Market

byDiana Britton, Moderator, Managing Editor

Rick Buoncore and John Hahn

Artificial Intelligence

Galway Holdings Takes Majority Stake in MAI Capital Management

Galway Holdings Takes Majority Stake in MAI Capital Management

byAsia Martin, Reporter

Seismic office

Seismic Acquires Lessonly, Raises Another $170 Million in Private Equity

Seismic Acquires Lessonly, Raises Another $170 Million in Private Equity

byDavis Janowski, Senior Technology Editor, WealthManagement.com

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Trends in Wealth Advisory

Trends in Wealth Advisory