Sponsored By

WealthTech

More Topics
mike-katchen-wealthsimple.jpg
WealthTech
Wealthsimple Raises Money at $4 Billion Value; Drake Buys InWealthsimple Raises Money at $4 Billion Value; Drake Buys In

Canadian actors Ryan Reynolds, Michael J. Fox and basketball player Kelly Olynyk also participated in the funding round.

byKevin Orland
May 3, 2021
|
1 Min Read
Wealth-Management-Index-promo.jpg
Financial Planning
The Wealth Management IndexThe Wealth Management Index
byJohn Kador
May 3, 2021
10 Slides
fintech-report-card-promo.jpg
WealthTech
Riskalyze Fintech Report Card: April 2021Riskalyze Fintech Report Card: April 2021
byAaron Klein
Apr 29, 2021
goldeneye-golden-gun.jpg
Financial Planning
Reframing Beliefs of the Wealth Management EntrepreneurReframing Beliefs of the Wealth Management Entrepreneur
byAustin Philbin
Apr 23, 2021
1 Min Read
computer-graphs.jpg
WealthTech
Envestnet, Dynasty Collaboration Produces Outsourced CFO DashboardEnvestnet, Dynasty Collaboration Produces Outsourced CFO Dashboard
bySamuel Steinberger
Apr 22, 2021
1 Min Read
TIFIN CEO Vinay Nair
WealthTech
Tifin Group Raises $22.3 Million In Series B Investment RoundTifin Group Raises $22.3 Million In Series B Investment Round
byDavis Janowski
Apr 21, 2021
1 Min Read
AdvisorEngine
WealthTech
AdvisorEngine Expands Schwab Integration
AdvisorEngine Expands Schwab Integration
Apr 21, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
BlackDiamond-AddingValue.jpg
Sponsored Content
Adding Value in a World of Free
Adding Value in a World of Free
Apr 21, 2021
|
1 Min Read
digital lock password
High Net Worth
Five Tips for Detecting Social Engineering Security Attacks
Five Tips for Detecting Social Engineering Security Attacks
Apr 16, 2021
|
1 Min Read
bySam Levy
kroger-robotics.jpg
WealthTech
Kroger Is Amassing a Robot Army to Battle Amazon, Walmart
Kroger Is Amassing a Robot Army to Battle Amazon, Walmart
Apr 15, 2021
|
1 Min Read
byBloomberg
7 Bill Pay Must Haves HNW Clients
Sponsored Content
7 Bill Pay Must-Haves for High-Net-Worth Clients
7 Bill Pay Must-Haves for High-Net-Worth Clients
Apr 15, 2021
|
1 Min Read
businessmen silhouette
WealthTech
Skience Adds Exec, Snappy Kraken Raises $6M and Envestnet Expands Practifi Integration
Skience Adds Exec, Snappy Kraken Raises $6M and Envestnet Expands Practifi Integration
Apr 14, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
WhitePaper_HeroImage.PNG
Sponsored Content
Building the Modern Wealth Management Firm: Diverse, Dynamic and Digital
Building the Modern Wealth Management Firm: Diverse, Dynamic and Digital
Apr 14, 2021
|
1 Min Read
Chalres Schwab
Industry News & Trends
Schwab Accidentally Put $1.2 Million in Woman’s Fidelity Account
Schwab Accidentally Put $1.2 Million in Woman’s Fidelity Account
Apr 13, 2021
|
1 Min Read
byChris Dolmetsch
business technology handshake
Client Relations
RIAs That Excel at Technology Do Not Look Like Tech Firms
RIAs That Excel at Technology Do Not Look Like Tech Firms
Apr 13, 2021
|
1 Min Read
byMatt Sonnen, COO
Jesse Dittmar
High Net Worth
Portrait of the NFT Artist as a Young Investor
Portrait of the NFT Artist as a Young Investor
Apr 12, 2021
|
1 Min Read
byEvan Vladem, Financial Advisor
envestnet-conference-logo.jpeg
WealthTech
Envestnet Buys Harvest, Broadening Tech for New Savers
Envestnet Buys Harvest, Broadening Tech for New Savers
Apr 9, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
beeples-nft.jpeg
High Net Worth
Crypto Whale Behind $69 Million NFT Sees ‘Huge Risk’ for Traders
Crypto Whale Behind $69 Million NFT Sees ‘Huge Risk’ for Traders
Apr 9, 2021
|
1 Min Read
byJoanna Ossinger
Fastchat_OrionAdvisorTech-Thumb.jpg
Sponsored Content
Are We in a Financial Bubble?
Are We in a Financial Bubble?
Apr 9, 2021
Lee Westwood
WealthTech
iCapital at The Masters, Addepar's New President and Plaid's Lofty Valuation
iCapital at The Masters, Addepar's New President and Plaid's Lofty Valuation
Apr 8, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
computer-charts-data.jpg
WealthTech
AdvicePay Launches Compliance Feature for Enterprises
AdvicePay Launches Compliance Feature for Enterprises
Apr 7, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
bitcoin-coin-markets.jpg
High Net Worth
Mo Money Mo Problems: Backup Planning for Bitcoin Bros
Mo Money Mo Problems: Backup Planning for Bitcoin Bros
Apr 5, 2021
|
1 Min Read
byDavid Lesperance, Founder
Refinitiv Tackles Content Management; Ethic Raises $29 Million
WealthTech
Refinitiv Tackles Content Management; Ethic Raises $29 Million
Refinitiv Tackles Content Management; Ethic Raises $29 Million
Apr 2, 2021
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
blockchain
WealthTech
Coinbase IPO Set for April 14
Coinbase IPO Set for April 14
Apr 2, 2021
|
1 Min Read
byCrystal Tse, Olga Kharif and Katie Roof (Bloomberg)
Avantax Wealth Management
High Net Worth
Avantax Acquires Lead-Gen Platform GuideVine
Avantax Acquires Lead-Gen Platform GuideVine
Mar 31, 2021
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
investing-pie-graph.jpg
WealthTech
MoneyGuide, eMoney Roll Out New Decision-Making Features and Metrics
MoneyGuide, eMoney Roll Out New Decision-Making Features and Metrics
Mar 31, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Billcom_StickinessFactor-WP.jpg
Sponsored Content
Creating Stickiness with High-Net-Worth Clients
Creating Stickiness with High-Net-Worth Clients
Mar 30, 2021
|
1 Min Read
Merrill Digital Wealth Overview
WealthTech
Merrill Lynch Launches On-Demand Personalized, Data-Rich Client Videos
Merrill Lynch Launches On-Demand Personalized, Data-Rich Client Videos
Mar 29, 2021
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
house stock market graph
WealthTech
Property Tech Startup Knock Hires Goldman Sachs to Go Public
Property Tech Startup Knock Hires Goldman Sachs to Go Public
Mar 29, 2021
|
1 Min Read
byBloomberg
uncle-sam-finger-pointing.jpg
High Net Worth
The Crypto Tax Man Cometh
The Crypto Tax Man Cometh
Mar 26, 2021
|
1 Min Read
byDavid H. Lenok, Senior Editor
fintech-report-card-promo.jpg
WealthTech
Riskalyze Fintech Report Card: March 2021
Riskalyze Fintech Report Card: March 2021
Mar 26, 2021
byAaron Klein
Mary Ellen Dugan, Neel Ray and Jillian Munro
RIA
Envestnet Adds Data, M&A and Marketing Execs
Envestnet Adds Data, M&A and Marketing Execs
Mar 25, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
emoney-office.jpg
WealthTech
eMoney Connects With Akoya to Bolster Account Aggregation
eMoney Connects With Akoya to Bolster Account Aggregation
Mar 24, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
marstone-couch.jpeg
WealthTech
White-Label WealthTech Provider Marstone Partners With FreeWill
White-Label WealthTech Provider Marstone Partners With FreeWill
Mar 24, 2021
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
digital city rendering
WealthTech
Ivanhoe Cambridge Backs Property Tech Bets on Retail, Climate
Ivanhoe Cambridge Backs Property Tech Bets on Retail, Climate
Mar 24, 2021
|
1 Min Read
byBloomberg

Latest news

SEC building
Regulation & Compliance
Former SEC Crypto Policy Advisor Worries Commission’s Approach Will Harm Investors
Former SEC Crypto Advisor Worries Commission’s Approach Will Harm Investors

Feb 21, 2025

Daymond John speaking at the Advyzon conference
Diversity & Inclusion
Representation, Tech and the Future of Financial Services: My Advyzon Experience
Representation, Tech and the Future of Financial Services: My Advyzon Experience

Feb 21, 2025

Department of Justice seal
Regulation & Compliance
Advisor Charged with Trying to Fabricate Evidence, Threaten Witnesses
Advisor Charged with Trying to Fabricate Evidence, Threaten Witnesses

Feb 21, 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