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Trading App Robinhood Says It Files Confidentially for IPO Trading App Robinhood Says It Files Confidentially for IPO

Robinhood could go public as soon as late in the second quarter but the timing could change.

byMatthew Monks, Katie Roof and Crystal Tse

Mar 24, 2021

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1 Min Read

TIFIN CEO Vinay Nair

Tifin Group Acquires Totum Risk And myFinancialAnswers Tifin Group Acquires Totum Risk And myFinancialAnswers

byDavis Janowski

Mar 24, 2021

1 Min Read

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Pershing's New Digital Repapering Tool Enters Beta Tests Pershing's New Digital Repapering Tool Enters Beta Tests

bySamuel Steinberger

Mar 23, 2021

1 Min Read

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Alternative Investments

Kingswood Launches Digital Alts Platform Powered By WealthForge Kingswood Launches Digital Alts Platform Powered By WealthForge

byDiana Britton, Moderator

Mar 23, 2021

1 Min Read

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Prices in a ‘Bubble,’ Beeple Says After His $69 Million NFT Sale Prices in a ‘Bubble,’ Beeple Says After His $69 Million NFT Sale

Mar 22, 2021

1 Min Read

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WMRE's Common Area: Breaking Down Capital Raising Trends WMRE's Common Area: Breaking Down Capital Raising Trends

Mar 22, 2021

Alternative Investments

Bitcoin Is Here to Stay; Have a Plan

Bitcoin Is Here to Stay; Have a Plan

NFTs

What Advisors Need To Know About NFTs

What Advisors Need To Know About NFTs

bySamuel Steinberger, Senior Technology Editor

Aidentified May Be Prospecting's Holy Grail

Aidentified May Be Prospecting's Holy Grail

byDavis Janowski, Senior Technology Editor, WealthManagement.com

The Benefits of Social Media for Financial Advisors

The Benefits of Social Media for Financial Advisors

byStephen Boswell, Kevin A. Nichols

digital technology

Smarsh Hires Execs, AcreTrader Raises Capital, SEI Integrates IncomeConductor

Smarsh Hires Execs, AcreTrader Raises Capital, SEI Integrates IncomeConductor

byDavis Janowski, Senior Technology Editor, WealthManagement.com

Skience Seeks to End Manual Client Repapering

Skience Seeks to End Manual Client Repapering

byDavis Janowski, Senior Technology Editor, WealthManagement.com

The Pandemic Is a Year Old. Here's the Best (and Worst) of Advisor Tech

The Pandemic Is a Year Old. Here's the Best (and Worst) of Advisor Tech

bySamuel Steinberger, Senior Technology Editor

Investors Demand Top Notch Tech, Former CEO Joins Invent.us

Investors Demand Top Notch Tech, Former CEO Joins Invent.us

bySamuel Steinberger, Senior Technology Editor

Orion's Chief Marketing Officer Departs Firm

Orion's Chief Marketing Officer Departs Firm

bySamuel Steinberger, Senior Technology Editor

Business Planning

What to Consider When Hiring Your First Remote Employee

What to Consider When Hiring Your First Remote Employee

byMatt Sonnen, COO

Orion Eric Clarke

Orion Acquires Risk Analytics Provider HiddenLevers

Orion Acquires Risk Analytics Provider HiddenLevers

byDavis Janowski, Senior Technology Editor, WealthManagement.com

Orion CEO Natalie Wolfsen

AssetMark Seeks To Compete On Broader Stage With Latest Moves

AssetMark Seeks To Compete On Broader Stage With Latest Moves

bySamuel Steinberger, Senior Technology Editor

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Betterment Buys Wealthsimple's U.S. Business

Betterment Buys Wealthsimple's U.S. Business

bySamuel Steinberger, Davis Janowski

The Stephen and Kevin Show: Podcasting Best Practices for Financial Advisors

The Stephen and Kevin Show: Podcasting Best Practices for Financial Advisors

byKevin A. Nichols, Director of Coaching

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Client Relations

Four Keys to Better Client Communication

Four Keys to Better Client Communication

invesco

Invesco Rebrands Its Stable of WealthTech Tools

Invesco Rebrands Its Stable of WealthTech Tools

bySamuel Steinberger, Senior Technology Editor

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The Universal Hierarchy

The Universal Hierarchy

Riskalyze Fintech Report Card: February 2021

Riskalyze Fintech Report Card: February 2021

Wealthies Circle Podcast: Cheryl Nash on Growing the RIA Space

Wealthies Circle Podcast: Cheryl Nash on Growing the RIA Space

byWealthManagement.com Staff

Estate Planning

Envestnet Joins Increasingly Crowded Digital Estate Planning Space

Envestnet Joins Increasingly Crowded Digital Estate Planning Space

byDavid H. Lenok, Senior Editor

Regulation & Compliance

Regulatory Risks Escalate When Firms Fail to Record Videoconferences

Regulatory Risks Escalate When Firms Fail to Record Videoconferences

Charles Schwab TD Ameritrade

Schwab Virtual Technology Forum A First Dual Step

Schwab Virtual Technology Forum A First Dual Step

byDavis Janowski, Senior Technology Editor, WealthManagement.com

Altruist Hires TDAI Alum Pete Dorsey

Altruist Hires TDAI Alum Pete Dorsey

byDiana Britton, Moderator, Managing Editor

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Artificial Intelligence

WMRE's Common Area: What Automation Means for Logistics Real Estate

WMRE's Common Area: What Automation Means for Logistics Real Estate

digital dollar

Financial Planning

Six Areas Where Wealth Managers Can Transform Their Business This Year

Six Areas Where Wealth Managers Can Transform Their Business This Year

byRob Norris and Michael Daly

Fintech Firm Apex Clearing Agrees to Go Public Via SPAC

Fintech Firm Apex Clearing Agrees to Go Public Via SPAC

Sponsored Content

The Black Diamond Wealth Platform's Client Experience

The Black Diamond Wealth Platform's Client Experience

Business Planning

Wealthies Circle Podcast: Joining a Broker/Dealer

Wealthies Circle Podcast: Joining a Broker/Dealer

byWealthManagement.com Staff

Goldman Sachs

Goldman’s Robo Will Be Retrofitted for Its Advisors

Goldman’s Robo Will Be Retrofitted for Its Advisors

byDiana Britton, Moderator, Managing Editor