Sponsored By

WealthTech

More Topics
TMX-Datalinx-Hero-Image---2400x800m-100-kb.jpg
Sponsored Content
The Importance of Data in Wealth ManagementThe Importance of Data in Wealth Management

Learn how Canadian Data can help advisors win new business.

Aug 13, 2021
|
1 Min Read
new-charles-schwab-office.jpg
WealthTech
Report: Schwab's Cash Strategy Costs Investors—and Itself—MillionsReport: Schwab's Cash Strategy Costs Investors—and Itself—Millions
bySamuel Steinberger
Aug 12, 2021
1 Min Read
AdvisorInnovationsBB-800x400.jpeg
WealthTech
Advisor Innovations: Gavin Spitzner on What Advisors Get Wrong About TechnologyAdvisor Innovations: Gavin Spitzner on What Advisors Get Wrong About Technology
byDavid Armstrong
Aug 12, 2021
david-lau-dpl-wall.jpg
WealthTech
SS&C, DPL Open Insurance Marketplace for RIAsSS&C, DPL Open Insurance Marketplace for RIAs
bySamuel Steinberger
Aug 11, 2021
1 Min Read
us-capitol-trees.jpg
Digital Assets
Infrastructure Bill Proposes New Reporting Requirements on CryptocurrencyInfrastructure Bill Proposes New Reporting Requirements on Cryptocurrency
byMatthew Erskine
Aug 10, 2021
1 Min Read
Plaid close up
WealthTech
Plaid Agrees to Pay $58M In Class Action Settlement Alleging Privacy ViolationsPlaid Agrees to Pay $58M In Class Action Settlement Alleging Privacy Violations
bySamuel Steinberger
Aug 10, 2021
1 Min Read
screencapture-vimeo-575030862-2021-08-09-13_12_35-edit.png
Sponsored Content
Bridging the Gap Between Wirehouses and Independence.
Bridging the Gap Between Wirehouses and Independence.
Aug 9, 2021
grace-matt-altruist.jpg
WealthTech
Altruist Hires First CFO, Head of Investments
Altruist Hires First CFO, Head of Investments
Aug 6, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Outsourcing data management presents unique challenges.jpg
Sponsored Content
The Role of Technology in Managing Alternative Investments
The Role of Technology in Managing Alternative Investments
Aug 6, 2021
LPL Managing Director of Business Solutions Matt Enyedi
Client Relations
LPL Introduces Client Engagement, Bookkeeping Services for Advisors
LPL Introduces Client Engagement, Bookkeeping Services for Advisors
Aug 5, 2021
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
stock ticker prices
WealthTech
Morningstar Partnering With TIFIN's Magnifi on Direct Indexing
Morningstar Partnering With TIFIN's Magnifi on Direct Indexing
Aug 5, 2021
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
tyrone-ross-jr-use.jpg
WealthTech
Onramp Raises $6M In Seed Funding, Mulls Broker-Dealer Registration
Onramp Raises $6M In Seed Funding, Mulls Broker-Dealer Registration
Aug 4, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
LPL Financial CEO Dan Arnold
Industry News & Trends
LPL to Bring Multicustodial Workflows, Niche Service Teams to Advisors
LPL to Bring Multicustodial Workflows, Niche Service Teams to Advisors
Aug 4, 2021
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
smart home
WealthTech
To Attract Gen Z Renters, Property Managers Must Embrace More Technology
To Attract Gen Z Renters, Property Managers Must Embrace More Technology
Aug 4, 2021
|
1 Min Read
byChip Watts, President
bitcoin-mining-bitfarm.jpg
Retirement
New IRA Product Allows for Tax-Free Bitcoin Mining
New IRA Product Allows for Tax-Free Bitcoin Mining
Aug 3, 2021
|
1 Min Read
byBrandon Kochkodin
mobile apps
WealthTech
FMG Suite Launches Mobile App
FMG Suite Launches Mobile App
Aug 3, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
robinhood-wall-street.jpg
Equities
Robinhood Fails to Get Much Love From Retail Investors at Debut
Robinhood Fails to Get Much Love From Retail Investors at Debut
Jul 30, 2021
|
1 Min Read
byAbhishek Vishnoi and Bailey Lipschultz
dynastyexecs.jpg
WealthTech
Dynasty Hires Digital and Tech Leads, Including Former Envestnet Exec
Dynasty Hires Digital and Tech Leads, Including Former Envestnet Exec
Jul 29, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Screenshot_1540.jpg
Sponsored Content
Boost Advisor and Employee Productivity to Provide Differentiated Client Financial Wellness
Boost Advisor and Employee Productivity to Provide Differentiated Client Financial Wellness
Jul 28, 2021
investcloud-advicent.jpg
WealthTech
InvestCloud Plans New App Using NaviPlan Tech
InvestCloud Plans New App Using NaviPlan Tech
Jul 28, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
robinhood-app-phone.jpg
WealthTech
Robinhood Banks on Its Traders’ Allegiance in IPO Like No Other
Robinhood Banks on Its Traders’ Allegiance in IPO Like No Other
Jul 28, 2021
|
1 Min Read
byAnnie Massa and Crystal Tse
iCapital CEO Lawrence Calcano
WealthTech
iCapital Network Raises $440 Million, Valued at $4B
iCapital Network Raises $440 Million, Valued at $4B
Jul 28, 2021
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
computer-video-screen.jpg
RIA Edge
Schwab: Pandemic Fueled RIA Growth
Schwab: Pandemic Fueled RIA Growth
Jul 28, 2021
|
1 Min Read
byAsia Martin, Reporter
tech workers
WealthTech
WMRE's Common Area: The State of Tech Talent in 2021
WMRE's Common Area: The State of Tech Talent in 2021
Jul 27, 2021
byJohn Smith
Pershing office
WealthTech
Advyzon Updates Pershing Integrations, Reveals Rebalancing Tech
Advyzon Updates Pershing Integrations, Reveals Rebalancing Tech
Jul 26, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
tech-workforce.jpg
WealthTech
The Next 25 Tech Markets Primed for Growth
The Next 25 Tech Markets Primed for Growth
Jul 26, 2021
|
1 Min Read
byNolan Watson, Colin Yasukochi
Opinion: There's a Drought of Quality Financial Advice in the U.S.
Industry News & Trends
Opinion: There's a Drought of Quality Financial Advice in the U.S.
Opinion: There's a Drought of Quality Financial Advice in the U.S.
Jul 23, 2021
|
1 Min Read
byMazi Bahadori
cryptocurrency
Alternative Investments
Digital Assets Explained
Digital Assets Explained
Jul 23, 2021
|
1 Min Read
byPeter Hans
fintech-report-card-promo.jpg
WealthTech
Riskalyze Fintech Report Card: July 2021
Riskalyze Fintech Report Card: July 2021
Jul 22, 2021
byAaron Klein
businessman on camera
Business Planning
The Rise of Video During COVID-19
The Rise of Video During COVID-19
Jul 22, 2021
|
1 Min Read
byJustin Barish
img-schumm-t.jpg
WealthTech
Vestwell Eyes 'Multi-Billion-Dollar' Future After Landing $70M Investment
Vestwell Eyes 'Multi-Billion-Dollar' Future After Landing $70M Investment
Jul 20, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
merceradvisors1.jpg
WealthTech
Mercer Hires Its First CTO, a Former Edelman Financial Engines Exec
Mercer Hires Its First CTO, a Former Edelman Financial Engines Exec
Jul 19, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
robinhood-trading-app.jpg
Investment
Robinhood Sets Sights on a $35 Billion Valuation in Its IPO
Robinhood Sets Sights on a $35 Billion Valuation in Its IPO
Jul 19, 2021
|
1 Min Read
byCrystal Tse, Annie Massa and Katie Roof (Bloomberg)
Tricia Rothschild
WealthTech
Tricia Rothschild Departs Apex Ahead of Firm's Public Listing
Tricia Rothschild Departs Apex Ahead of Firm's Public Listing
Jul 16, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Envestnet
WealthTech
Dynasty, Envestnet's Advisor Services Exchange Benefitting from High M&A Demand
Dynasty, Envestnet's Advisor Services Exchange Benefitting from High M&A Demand
Jul 14, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor

Latest news

SEC building 2021 cybersecurity fraud cryptocurencies SEC
Regulation & Compliance
SEC Replaces Crypto Enforcement Team with Smaller ‘Cyber’ Unit
SEC Replaces Crypto Enforcement Team with Smaller ‘Cyber’ Unit

Feb 20, 2025

James Arthur McDonald FBI guilty plea
Regulation & Compliance
Advisor, CNBC Analyst Pleads Guilty to Conning Clients
Advisor, CNBC Analyst Pleads Guilty to Conning Clients

Feb 20, 2025

Dynasty Financial Partners CEO Shirl Penney
Career Moves
Dynasty Snags $900M Chicago Team, Including CIBC Alums
Dynasty Snags $900M Chicago Team, Including CIBC Alums

Feb 20, 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