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Tricia Rothschild
WealthTech
Tricia Rothschild Departs Apex Ahead of Firm's Public ListingTricia Rothschild Departs Apex Ahead of Firm's Public Listing

The longtime Morningstar exec has now departed Apex Fintech Solutions after less than a year formally with the firm.

bySamuel Steinberger, Senior Technology Editor
Jul 16, 2021
|
1 Min Read
Envestnet
WealthTech
Dynasty, Envestnet's Advisor Services Exchange Benefitting from High M&A DemandDynasty, Envestnet's Advisor Services Exchange Benefitting from High M&A Demand
bySamuel Steinberger
Jul 14, 2021
1 Min Read
Citi sign
WealthTech
Citi Self Invest Opens New Avenues For AdvisorsCiti Self Invest Opens New Avenues For Advisors
bySamuel Steinberger
Jul 14, 2021
1 Min Read
Vanguard Group company sign
WealthTech
Vanguard to Acquire Direct Indexing Platform Just InvestVanguard to Acquire Direct Indexing Platform Just Invest
byDiana Britton, Moderator
Jul 13, 2021
1 Min Read
Morningstar
WealthTech
Morningstar Enters Risk Wars With Launch of Risk EcosystemMorningstar Enters Risk Wars With Launch of Risk Ecosystem
bySamuel Steinberger
Jul 13, 2021
1 Min Read
Ark Investment Cathie Wood
WealthTech
Fintech Tifin Adds Cathie Wood to Board Amid Brokerage ExpansionFintech Tifin Adds Cathie Wood to Board Amid Brokerage Expansion
byClaire Ballentine and Katherine Chiglinsky
Jul 13, 2021
1 Min Read
Citibank headquarters, New York City, 2012
WealthTech
Citi Debuts No-Fee Stock Trading to Compete With JPMorgan, Robinhood
Citi Debuts No-Fee Stock Trading to Compete With JPMorgan, Robinhood
Jul 13, 2021
|
1 Min Read
byJenny Surane
Envestnet
WealthTech
Major Deals Landed by Envestnet, JPMorgan, InvestCloud and Broadridge
Major Deals Landed by Envestnet, JPMorgan, InvestCloud and Broadridge
Jul 8, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Robinhood co-CEO Vlad Tenev
Investment
For Robinhood’s Tenev, Dreams of a $40 Billion ‘Stonk’ Blowout
For Robinhood’s Tenev, Dreams of a $40 Billion ‘Stonk’ Blowout
Jul 7, 2021
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1 Min Read
byAnnie Massa (Bloomberg)
Altruist CEO and founder Jason Wenk
WealthTech
Altruist Adds BlackRock, State Street and Redwood to Model Marketplace
Altruist Adds BlackRock, State Street and Redwood to Model Marketplace
Jul 6, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Morgan Stanley building
WealthTech
Morgan Stanley Sees Wide Horizons in Workplaces
Morgan Stanley Sees Wide Horizons in Workplaces
Jul 6, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
dirty-dozen-movie-pic.jpg
Cybersecurity
The IRS’ 'Dirty Dozen' Tax Scams for 2021
The IRS’ 'Dirty Dozen' Tax Scams for 2021
Jul 2, 2021
|
13 Slides
byWealthManagement.com Staff
Charles Schwab
WealthTech
Schwab Taking $200 Million Charge for SEC Robo-Advisor Probe
Schwab Taking $200 Million Charge for SEC Robo-Advisor Probe
Jul 2, 2021
|
1 Min Read
byBrian Chappatta and Ben Bain
robinhood-app.jpg
WealthTech
Robinhood IPO Reveals Surging Loss This Year After 2020 Profit
Robinhood IPO Reveals Surging Loss This Year After 2020 Profit
Jul 1, 2021
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1 Min Read
byKatie Roof, Crystal Tse and Annie Massa
AdobeStock_265107177_2400.jpg
Sponsored Content
Why Data Security Should be a Priority for Advisors
Why Data Security Should be a Priority for Advisors
Jun 30, 2021
|
1 Min Read
Treasury Department
High Net Worth
Biden’s Tax Proposals Rely on Technology to Enhance Compliance
Biden’s Tax Proposals Rely on Technology to Enhance Compliance
Jun 30, 2021
|
1 Min Read
+1
byCaleb Sainsbury, Christopher Murrerand 1 more
robinhood-trading-app.jpg
Regulation & Compliance
Robinhood to Pay FINRA-Record $70 Million Penalty Over Lapses
Robinhood to Pay FINRA-Record $70 Million Penalty Over Lapses
Jun 30, 2021
|
1 Min Read
byJesse Westbrook
26-scenes-finalists-awards.jpg
Industry News & Trends
Editor's Letter: Awards Season
Editor's Letter: Awards Season
Jun 30, 2021
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1 Min Read
byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com
circleblack.png
WealthTech
CircleBlack Updates User Interface, Outlines Integration Plans
CircleBlack Updates User Interface, Outlines Integration Plans
Jun 30, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Envestnet
WealthTech
Envestnet Plans for 2021 and Beyond
Envestnet Plans for 2021 and Beyond
Jun 29, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
JP Morgan Chase
WealthTech
JPMorgan Agrees to Purchase Values-Investing Fintech OpenInvest
JPMorgan Agrees to Purchase Values-Investing Fintech OpenInvest
Jun 29, 2021
|
1 Min Read
bySteve Dickson
robots desks
Artificial Intelligence
Artificial Intelligence and The User-Support Merry-Go-Round
Artificial Intelligence and The User-Support Merry-Go-Round
Jun 25, 2021
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1 Min Read
bySindhu Joseph
robinhood-app-phone.jpg
WealthTech
Robinhood’s IPO Plans Slowed By SEC Review
Robinhood’s IPO Plans Slowed By SEC Review
Jun 25, 2021
|
1 Min Read
byKatie Roof, Crystal Tse and Annie Massa
SmartAsset CEO and founder Michael Carvin
WealthTech
SmartAsset Reaches Unicorn Status
SmartAsset Reaches Unicorn Status
Jun 24, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
coo-society.png
WealthTech
PFI’s Matt Sonnen Takes COO Consulting Downstream With New Digital Offering
PFI’s Matt Sonnen Takes COO Consulting Downstream With New Digital Offering
Jun 23, 2021
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Schwab Prepares to Launch Digital Account Onboarding
WealthTech
Schwab Prepares to Launch Digital Account Onboarding
Schwab Prepares to Launch Digital Account Onboarding
Jun 22, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Blake Kannady
WealthTech
Intelliflo Hires Former Envestnet Exec to Lead Platform Unification
Intelliflo Hires Former Envestnet Exec to Lead Platform Unification
Jun 21, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
financial-crystal-ball.jpg
WealthTech
What the Future Could Hold for Financial Professionals
What the Future Could Hold for Financial Professionals
Jun 18, 2021
|
1 Min Read
byMatt Schulte
digital dollar sign
WealthTech
Guideline, Addepar, Bitwise Asset Management Get Major Funding
Guideline, Addepar, Bitwise Asset Management Get Major Funding
Jun 16, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Strengthen Client Loyalty in Times of Change
Sponsored Content
Strengthen Client Loyalty in Times of Change
Strengthen Client Loyalty in Times of Change
Jun 16, 2021
|
1 Min Read
iStock-1211381167.jpg
Sponsored Content
Future Proofing Wealth Management
Future Proofing Wealth Management
Jun 11, 2021
|
1 Min Read
computer screens business data
WealthTech
Pershing Entices Developers, Vendors With New API Hub
Pershing Entices Developers, Vendors With New API Hub
Jun 10, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
thomas-peterffy.jpg
Digital Assets
Interactive Brokers to Offer Crypto Trading in Coming Months
Interactive Brokers to Offer Crypto Trading in Coming Months
Jun 9, 2021
|
1 Min Read
byKatherine Chiglinsky and Matthew Leising
hourglass money
Retirement
More TDF Analytic Services Emerging
More TDF Analytic Services Emerging
Jun 9, 2021
|
1 Min Read
byEd McCarthy
Pershing office
WealthTech
Pershing Is Building a New Multicustodial Managed Account Tool
Pershing Is Building a New Multicustodial Managed Account Tool
Jun 8, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor

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