Sponsored By

WealthTech

More Topics
planswell-mastrud-gill.jpg
RIA
Planswell Bulks Up C-Suite, Hires Former XYPN DirectorsPlanswell Bulks Up C-Suite, Hires Former XYPN Directors

Canada-based financial planning developer Planswell added Jennifer Mastrud and Scott Gill to its executive team.

bySamuel Steinberger, Senior Technology Editor
Jan 19, 2021
|
1 Min Read
Redtail-CRM_Crisis-Management.jpg
Sponsored Content
Your CRM as a Component of Crisis ManagementYour CRM as a Component of Crisis Management
Jan 19, 2021
social-media.jpg
Investment
Leveraging Multi-Platform Media in Real Estate SyndicationLeveraging Multi-Platform Media in Real Estate Syndication
byAdam Gower
Jan 19, 2021
1 Min Read
Milemarker team
WealthTech
Jud Mackrill Leaves Carson Group, Launches MilemarkerJud Mackrill Leaves Carson Group, Launches Milemarker
bySamuel Steinberger
Jan 15, 2021
1 Min Read
eMoney Incentive app
WealthTech
eMoney Launches Its First App: IncentiveeMoney Launches Its First App: Incentive
bySamuel Steinberger
Jan 14, 2021
1 Min Read
Plaid close up
WealthTech
Death Of Plaid, Visa Mega Deal Could Be Good News for AdvisorsDeath Of Plaid, Visa Mega Deal Could Be Good News for Advisors
bySamuel Steinberger
Jan 13, 2021
1 Min Read
marketing-post-it-notes.jpg
Marketing
Advisors' Obsession with Traditional Marketing
Advisors' Obsession with Traditional Marketing
Jan 12, 2021
|
1 Min Read
byBrandon Moss, Chief Marketing Officer and Senior Consultant
franklin templeton office
WealthTech
Vestwell, Franklin Templeton Partner To Bring New Tech to 401(k)s
Vestwell, Franklin Templeton Partner To Bring New Tech to 401(k)s
Jan 7, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
portfolio pie chart
WealthTech
Planning, Risk Assessment And Investment Management As One
Planning, Risk Assessment And Investment Management As One
Jan 7, 2021
|
1 Min Read
byAndrew Aziz
advisor-marketing-predictions-promo.jpg
Marketing
2021 Advisor Marketing Predictions: 36 Must-Read Insights From the Experts
2021 Advisor Marketing Predictions: 36 Must-Read Insights From the Experts
Jan 6, 2021
|
37 Slides
byRobert Sofia, CEO
dustin-lucien.jpeg
RIA
Betterment COO Dustin Lucien Departs Firm
Betterment COO Dustin Lucien Departs Firm
Jan 6, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Wealthies-Circle-Podcast-Promo.jpg
WealthTech
Wealthies Circle Podcast: Orion's Eric Clarke on the Future of the Financial Advisory Industry
Wealthies Circle Podcast: Orion's Eric Clarke on the Future of the Financial Advisory Industry
Dec 31, 2020
byWealthManagement.com Staff
Wealthies-Circle-Podcast-Promo.jpg
WealthTech
Wealthies Circle Podcast: Technological and Investment Solutions with Vestmark
Wealthies Circle Podcast: Technological and Investment Solutions with Vestmark
Dec 24, 2020
byWealthManagement.com Staff
Ripple
Digital Assets
High-Flying Crypto Fund Dumps XRP With Ripple in SEC ‘Hot Water’
High-Flying Crypto Fund Dumps XRP With Ripple in SEC ‘Hot Water’
Dec 23, 2020
|
1 Min Read
byKatherine Greifeld
digital finance cybersecurity
WealthTech
Apex Clearing's Parent Firm Buys Options Tech Provider
Apex Clearing's Parent Firm Buys Options Tech Provider
Dec 23, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
computer-charts-data.jpg
WealthTech
How a Disjointed Workflow Hinders Advisor Productivity and Growth
How a Disjointed Workflow Hinders Advisor Productivity and Growth
Dec 23, 2020
|
1 Min Read
byRich Napolitano
tv-screens-wall.jpg
WealthTech
Test Driving Free 'News Analytics' Tool From ESG Platform Provider Act Analytics
Test Driving Free 'News Analytics' Tool From ESG Platform Provider Act Analytics
Dec 23, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
stock-market-trader-glasses-off.jpg
Equities
Can Active Fund Managers Buy Their Way Back Into Investors’ Favor?
Can Active Fund Managers Buy Their Way Back Into Investors’ Favor?
Dec 23, 2020
|
1 Min Read
byVarghese Thomas
RBC windows
WealthTech
RBC Partners With iCapital Network to Enhance U.S. Alts Services in 2021
RBC Partners With iCapital Network to Enhance U.S. Alts Services in 2021
Dec 21, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
digital dollar
WealthTech
Fintech VC Mega Rounds Hit a Record in 2020
Fintech VC Mega Rounds Hit a Record in 2020
Dec 18, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
dollar percent
WealthTech
Why Financial Advisors Should Consider Becoming ‘Financing Advisors’
Why Financial Advisors Should Consider Becoming ‘Financing Advisors’
Dec 18, 2020
|
1 Min Read
byPeter Stanton
fintech-report-card-promo.jpg
WealthTech
Riskalyze Fintech Report Card: November 2020
Riskalyze Fintech Report Card: November 2020
Dec 18, 2020
|
1 Min Read
byAaron Klein
robinhood-app.jpg
WealthTech
Robinhood to Pay $65 Million to End SEC Probe Into Stock Orders
Robinhood to Pay $65 Million to End SEC Probe Into Stock Orders
Dec 17, 2020
|
1 Min Read
byRobert Schmidt
pulse360.png
WealthTech
Pulse360's Quest: Make Advisors 50% More Productive
Pulse360's Quest: Make Advisors 50% More Productive
Dec 17, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
vise-computer-portfolio.jpg
WealthTech
Vise Raises $45M in Series B, Adds Second Sequoia Board Member
Vise Raises $45M in Series B, Adds Second Sequoia Board Member
Dec 16, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
robinhood-app-phone.jpg
WealthTech
Robinhood Accused of ‘Gamification’ by Massachusetts Regulator
Robinhood Accused of ‘Gamification’ by Massachusetts Regulator
Dec 16, 2020
|
1 Min Read
byAnnie Massa and Michael McDonald
Digital Assets Playbook: Bitcoin
WealthTech
Digital Assets Playbook: Bitcoin
Digital Assets Playbook: Bitcoin
Dec 15, 2020
|
1 Min Read
byPeter Hans
LPL Financial
WealthTech
RightCapital Integrates With LPL's ClientWorks Platform
RightCapital Integrates With LPL's ClientWorks Platform
Dec 15, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Frankenstein monster
WealthTech
With Advisor-Focused Robo, Franklin Templeton Enters New Territory
With Advisor-Focused Robo, Franklin Templeton Enters New Territory
Dec 14, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
bitcoin dollars
Alternative Investments
Bitcoin's Climb Divides Technologists, Institutions
Bitcoin's Climb Divides Technologists, Institutions
Dec 14, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Envestnet
WealthTech
Envestnet and Vestwell Are Teaming Up
Envestnet and Vestwell Are Teaming Up
Dec 11, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
digital dollar sign
WealthTech
Financial Wellness and Advice App Cleo Nets $44M in Series B
Financial Wellness and Advice App Cleo Nets $44M in Series B
Dec 10, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
tech-men-GettyImages-76185364_medium.jpg
WealthTech
PreciseFP Integrates With AdvicePay
PreciseFP Integrates With AdvicePay
Dec 9, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Jack Green surfing
WealthTech
Advyzon Adds Prospect Portal, Other Features to Its Platform
Advyzon Adds Prospect Portal, Other Features to Its Platform
Dec 9, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
jon-stein-betterment-new.jpg
WealthTech
Jon Stein Steps Down as Betterment CEO
Jon Stein Steps Down as Betterment CEO
Dec 8, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com

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