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WealthTech
Morningstar Offers 'Front-Row Seats' for VR Conference AttendeesMorningstar Offers 'Front-Row Seats' for VR Conference Attendees

The financial services company has provided attendees an Oculus headset and related programming, an ambitious step.

bySamuel Steinberger, Senior Technology Editor
Sep 14, 2020
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1 Min Read
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WealthTech
Future Planning: 5 Trends for Planning FinTech’s Next 5 YearsFuture Planning: 5 Trends for Planning FinTech’s Next 5 Years
Sep 11, 2020
digital data finance
RIA
Docupace Appoints New CMODocupace Appoints New CMO
bySamuel Steinberger
Sep 10, 2020
1 Min Read
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WealthTech
SEI Wealth Platform Adds Integration With RIA in a BoxSEI Wealth Platform Adds Integration With RIA in a Box
bySamuel Steinberger
Sep 10, 2020
1 Min Read
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WealthTech
M1 Finance Doubles Assets in Six MonthsM1 Finance Doubles Assets in Six Months
bySamuel Steinberger
Sep 10, 2020
1 Min Read
Oleg Tishkevich
WealthTech
Cambridge Hires API Consultants From INVENT to Redesign TechCambridge Hires API Consultants From INVENT to Redesign Tech
bySamuel Steinberger
Sep 10, 2020
1 Min Read
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WealthTech
Tech Decisions for 2021 Start to Add Up
Tech Decisions for 2021 Start to Add Up
Sep 9, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Carter Malloy Ten to Watch 2021
RIA
Ten to Watch in 2021: Carter Malloy
Ten to Watch in 2021: Carter Malloy
Sep 9, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Runik Mehrotra Ten to Watch 2021
RIA
Ten to Watch in 2021: Runik Mehrotra
Ten to Watch in 2021: Runik Mehrotra
Sep 9, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Yang Xu Ten to Watch 2021
RIA
Ten to Watch in 2021: Yang Xu
Ten to Watch in 2021: Yang Xu
Sep 9, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Business Planning
How to Avoid the 'Not Invented Here' Syndrome
How to Avoid the 'Not Invented Here' Syndrome
Sep 9, 2020
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1 Min Read
byRandy A. Fox, Founder
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WealthTech
Riskalyze Fintech Report Card: August 2020
Riskalyze Fintech Report Card: August 2020
Sep 4, 2020
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1 Min Read
byAaron Klein
eMoney Incentive
WealthTech
eMoney Reveals Its New Mobile Financial Wellness App: Incentive
eMoney Reveals Its New Mobile Financial Wellness App: Incentive
Sep 4, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
robinhood-app.jpg
Regulation & Compliance
Robinhood Probed by SEC Over Payments From High-Speed Traders
Robinhood Probed by SEC Over Payments From High-Speed Traders
Sep 3, 2020
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1 Min Read
byMatt Robinson, Sophie Alexander and Annie Massa
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WealthTech
COVID-19 Cyberthreats Loom
COVID-19 Cyberthreats Loom
Sep 3, 2020
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7 Slides
byJohn Kador
Clara Shih and Mike Boese of Hearsay Systems
WealthTech
Clara Shih Stepping Down as Hearsay Systems CEO
Clara Shih Stepping Down as Hearsay Systems CEO
Sep 2, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
welcome to wealthfront
WealthTech
Wealthfront Wants to Be Known as 'Nextgen Banking Service'
Wealthfront Wants to Be Known as 'Nextgen Banking Service'
Sep 2, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
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WealthTech
Merrill Lynch Clients Can Now Trade Within BofA App
Merrill Lynch Clients Can Now Trade Within BofA App
Aug 31, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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WealthTech
Multiple Trading Platforms See Outages, Slowness
Multiple Trading Platforms See Outages, Slowness
Aug 31, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
robinhood-trading-app.jpg
WealthTech
Robinhood’s Rise Brings Dark Side of Irate Traders, U.S. Probes
Robinhood’s Rise Brings Dark Side of Irate Traders, U.S. Probes
Aug 31, 2020
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1 Min Read
byRobert Schmidt and Ben Bain
Envestnet
WealthTech
FinApps Case Against Envestnet | Yodlee Will Continue
FinApps Case Against Envestnet | Yodlee Will Continue
Aug 28, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
cloud network
WealthTech
The Importance of Being Cloud-Native
The Importance of Being Cloud-Native
Aug 28, 2020
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1 Min Read
byPrescott Nasser
Envestnet
WealthTech
Proposed Class Action Lawsuit Claims Envestnet, Yodlee Present 'Grave Risk'
Proposed Class Action Lawsuit Claims Envestnet, Yodlee Present 'Grave Risk'
Aug 27, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
digital city
WealthTech
What Can IoT Platforms Do for Multifamily Property Managers in a Pandemic?
What Can IoT Platforms Do for Multifamily Property Managers in a Pandemic?
Aug 27, 2020
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1 Min Read
bySebastian Obando, Staff Writer
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Business Planning
Streamlining Alt Investments When Transitioning to Independence
Streamlining Alt Investments When Transitioning to Independence
Aug 27, 2020
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1 Min Read
byShad Besikof
LPL Financial
WealthTech
LPL Adds YCharts to Vendor Affinity Program
LPL Adds YCharts to Vendor Affinity Program
Aug 27, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
The Rock and Dany Garcia
RIA
Smackdown! The Rock Is 'Strategic Investor' In Acorns
Smackdown! The Rock Is 'Strategic Investor' In Acorns
Aug 26, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Horizon Financial Advisors
WealthTech
Social Distancing Pushes a Cetera OSJ to Further Embrace Video
Social Distancing Pushes a Cetera OSJ to Further Embrace Video
Aug 26, 2020
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1 Min Read
byAsia Martin, Reporter
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RIA
Waddell & Reed's New Exec Aims to Reshape Firm's Tech
Waddell & Reed's New Exec Aims to Reshape Firm's Tech
Aug 25, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Pershing office
WealthTech
Pershing Announces Integrations With Alts Platforms CAIS, iCapital Network
Pershing Announces Integrations With Alts Platforms CAIS, iCapital Network
Aug 25, 2020
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1 Min Read
byDiana Britton, Moderator, Managing Editor
envestnet-office-couch.jpg
WealthTech
Envestnet Adds Access to Bancorp's Automated Securities-Backed Loans
Envestnet Adds Access to Bancorp's Automated Securities-Backed Loans
Aug 25, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
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WealthTech
Riskalyze Fintech Report Card: July 2020
Riskalyze Fintech Report Card: July 2020
Aug 21, 2020
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1 Min Read
byAaron Klein
LPL's Burt White's at the LPL Focus Virtual Conference
WealthTech
LPL Tech Improvements Are Mostly Sequels
LPL Tech Improvements Are Mostly Sequels
Aug 20, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
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WealthTech
WealthTech Winners Circle Podcast: A Compliance-Approved Way to Text Clients in Real-Time
WealthTech Winners Circle Podcast: A Compliance-Approved Way to Text Clients in Real-Time
Aug 20, 2020
byTimothy D. Welsh
crypto currencies
Alternative Investments
How Financial Advisors Can Capitalize on the Digital Asset Opportunity
How Financial Advisors Can Capitalize on the Digital Asset Opportunity
Aug 19, 2020
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1 Min Read
byTyler Salathe

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